Alpha Ideas

Some stuff I am reading today morning:

El Nino biggest immediate risk to markets ( Rediff )

Adani in talks for major debt refinancing ( FE )

HDFC merger to be completed by 20 July ( BS )

Stock Talk : Kennametal ( BI )

Why are Mutual Funds buying Mankind Pharma ( MC )

Company : Tata Advanced Systems ( Forbes )

6,500 HNIs set to flee India in 2023 ( Fortune )

Beauticians Vs Urban Company ( Inc 42 )

VCs remain confident of alternative protein cos ( Tech Crunch )

Compounding Optimism ( Morgan Housel )

Some stuff I am reading today morning:

Retail Inflation hits 2 year low (BW)

India’s GDP reached $3.75 Trillion (Fortune)

Gujarat braces for cyclone ‘Biparjoy’ (BS)

SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)

Stock Talk: Hindustan Aeronautics (Forbes)

Interview with Abhisar Jain (ET)

Will Tatas steal the semiconductor show? (BI)

The day the Treasury topped (TRB)

The 8 Fundamental Investing Mindsets (Portfolio Charts)

The great $ paradox (DR)