Alpha Ideas

Some stuff I am reading today morning:

RBI signals long pause (FE)

Guidelines on Default Loss Guarantee in Digital Lending (RBI)

Corporate earnings growth to drive next leg of market rally (Rediff)

DS Group & its sugar coated FMCG gambit (Forbes)

The rise & rise of Indian Art (Fortune)

Startup: Medulance (BI)

Elon Musk has a blunt message for Nvidia (TS)

Sentimental cycles created by institutional investors (Klement)

Why AI will save the world (Marc Andreesen)

ROIC & the investment world (Michael Mauboussin)

Some stuff I am reading today morning:

Indices near all time highs (BS)

Monsoon onset in next 48 hours (FE)

On the NSE Co Location scam (Money Life)

Company: Coal India (BI)

Stock Talk: Centum Electronics (Intelsense)

Startup: Garuda Aerospace (Forbes)

Is this a new bull market? (Ben Carlson)

Why should I hold stocks? (Irrelevant Investor)

Geography is destiny (Daily Reckoning)

Falling behind (Seth Godin)