Alpha Ideas

Some stuff I am reading today morning:

Adani Ports gets $553 Million funding from US Govt Fund (BS)

India saves $ 2.7 Billion by buying Russian oil (BW)

Chinese chokehold over eBus market (Fortune)

Tata Motors’ EV plans get a big JLR push (Forbes)

Jet Airways: Bankruptcy or Fraud? (Money Life)

Maharashtra Govt to acquire iconic Air India building (Rediff)

Stock Talk: HDFC Bank (MC)

WeWork cost Masayoshi Son $11.5 Billion (MSN)

Historical Trends of Diwali Samvat Trading (FE)

The OpenAI Keynote (Stratechery)

Some stuff I am reading today morning:

Cautious FPIs continue to sell (FE)

‘Risk On’ for markets (Money Life)

Central Banks look to have hit peak rates (CNBC)

No signs of recovery in IT hiring (MC)

Slowing EV demand is hurting Lithium (Yahoo)

Iran proposes Oil Embargo (Oil Price)

Company: Tesla (Aswath Damodaran)

Company: Neuralink (The Street)

How long to wait for opportunities (Buffett)

A Startup Founder’s guide to understanding VCs (Dropbox)