Alpha Ideas

Some stuff I am reading today morning:

India’s retail inflation falls below 7% (BS)

Apple launches iPhone 15 (CNBC)

E-bus tender bids to get aggressive (FE)

China solar capacity to hit 1TW by 2026 (Oil Price)

How good is Samir Arora’s returns? (MC)

Sector: Cement (Forbes)

Company: Hamdard Laboratories (Fortune)

Winning stocks keep winning (The Market)

Few losers, or more winners? (Howard Marks)

What A-Rod learnt from Buffett & Magic Johnson (The Street)

Some stuff I am reading today morning:

Nifty crosses 20,000 (Money Life)

Equity MFs register huge inflows (BT)

Did SEBI suppress facts on Adani stocks? (Rediff)

KKR to increase investments in Reliance Retail (MC)

On the Global Biofuel Alliance (FE)

Company: Vodafone Idea (Forbes)

Interview with Saurabh Mukherjea (Morningstar)

Interview with Marko Papic (The Market)

Streaming disrupts the Entertainment business (Aswath Damodaran)

China is trapped (Daily Reckoning)