Alpha Ideas

Some stuff I am reading today morning:

India’s Stock Juggernaut ( BW )

Adani to sell stake in Adani Wilmar ( BS )

Italian banks hit with windfall tax ( BBC )

Moody’s downgrades US banks ( CNBC )

WeWork may go bankrupt ( Climateer)

Company : Fusion Micro Finance ( Forbes )

Akasa Air’s Dilemma ( Fortune )

On Equity Risk Premiums ( Aswath Damodaran )

Does adding Dividend stocks improve portfolio performance? ( Morningstar)

Party is over for Chinese VCs in US ( SCMP )

Some stuff I am reading today morning:

SBI is India’s most profitable company ( BS )

Acid test for speciality chemical firms ( Rediff )

RBI likely to maintain interest rates ( BW )

Interview with Samsung India CEO, J B Park ( Forbes )

US FDA flags serious violations at Intas Pharma ( Fortune )

IPO Watch : Concorde Biotech ( Arun Kejriwal )

Mega Trend : Green Industrial Revolution ( Value Quest )

Picking businesses and not stocks ( Kiplinger )

Using options to reduce risk ( Empire )

The low stakes argument ( Seth Godin )