Alpha Ideas

Some stuff I am reading today morning:

Reliance AGM 2023 today (BW)

On Digital Public Infrastructure (Nandan Nilekani)

SEBI tightens rules on advisory fees (FE)

Nifty Next 50 or Nifty Midcap 150? (MC)

All is not well with Bharat Gears (Rediff)

Sports Franchises as Trophy Assets (Aswath Damodaran)

Convexity Maven talks bonds (Climateer)

The opportunity in Emerging Markets (Validea)

Making sense of the China meltdown story (Gavekal)

Structured Notes are Finacial Fairy Tales (Larry Swedroe)

Some stuff I am reading today morning:

Soros backed OCCRP to do an expose on India ( BS )

Ant Fin to sell 3.6% stake in Paytm today ( Reuters )

Generic medicines law put on hold ( BT )

Nifty – Sleeping Heavyweights Problem ( Nooresh Merani)

Sector : Hydroponic Farming ( Forbes )

ONDC is facing multiple hurdles ( Fortune)

ISRO’s juggernaut boosts space startups ( FE )

$ 2.5 Trillion Hydrogen boom is possible ( Oil Price )

Turkey hikes interest rates to 25% ( CNBC )

Chamath Palihapitaya took retail investors for a ride ( Newcomer )