Alpha Ideas

Some stuff I am reading today morning:

Centre hikes petrol, diesel prices by 3 Rs/Litre (MC)

US may drop charges against Gautam Adani (BW)

Govt caps duty free gold imports at 100 kg (BT)

India’s wholesale inflation surges to 8.3% (ML)

India’s oil crisis deepens (OP)

Air India cancels 27% international flights (CNBC)

Shortage of aluminium cans in India (NBC News)

Trump-Xi Meeting (LA Times)

Theme: Recycling Stocks (FE)

Skyroot’s Unicorn Milestone (Forbes)

Some stuff I am reading today morning:

S&P 500, NASDAQ at record highs (MC)

INR crashes to 95.8/US $ (Rediff)

FII exodus continues with $22 Billion sell off (BW)

Cabinet clears 37,500 Cr Coal Gasification Scheme (FE)

Interview with David Rosenberg (The Market)

Why airlines are always going bankrupt (David Oks)

Should Indians diversify globally? (Carnelian)

The Math behind Position Sizing (HC)

Private Company Equity is not cash (MCE)

Active Vs Passive distinction is broken (Larry Swedroe)