Alpha Ideas

Some stuff I am reading today morning:

India shines as Investment Draw at China’s expense (CIO)

28% GST on online gaming stays (Rediff)

Govt recognises 98,119 entities as startups (BS)

FAME scheme may get subsumed into PLI (FE)

On M&M’s investment in RBL Bank (Forbes)

Byju’s was a slow train wreck (Money Life)

Sector Watch: Chemicals (Fortune)

Cash is no longer Trash (Morningstar)

Stocks don’t like August (Carson)

Uncle Sam: Deadbeat (Daily Reckoning)

Some stuff I am reading today morning:

Fitch downgrades US long term rating (CNBC)

Tax Filing for AY24 touches all time high (BS)

Can Jio Financial disrupt the Mutual Fund business? (Money Life)

Vanguard marks down Ola by 50% (MC)

Tiger Global’s bets in India (Forbes)

Company: Eveready (FE)

Startup: Statiq (BI)

Yes, its a bubble (Daily Reckoning)

7 things I don’t own in my portfolio (Morningstar)

The greatest investment quotes (Of $ and Data)