Alpha Ideas

Some stuff I am reading today morning:

Wall Street tumbles (MC)

Govt reviews Covid situation (Fortune)

India launches 24 Big Ticket military procurement programs (BW)

IPL brand value doubles to $8.4 Billion (BS)

SEBI penalises in Deepak Fertilizers insider trading case (FE)

What ails India’s financial sector (M Damodaran)

The increasing grandeur of Indian weddings (Forbes)

The six stages of asset bubbles (CFA Institute)

Interview with Alan Blinder (The Market)

Porsche & the decline of the German stock market (FT)

Some stuff I am reading today morning:

KPMG India fined by US regulators (Money Life)

RBI Governor Das warns about cryptos (Fortune)

Minutes of the MPC Meet Dec 5-7, 2022 (RBI)

On the delisting of DFM Foods (MC)

Torrent wins race to win Reliance Capital (BS)

PVR-INOX merger on track (BT)

Transitioning to an era of shortages (The Market)

What is happening in Japan? (Macro Compass)

Remember WeWork? (Climateer)

SEC Vs Social Media Influencers (Of $ & Data)

Some stuff I am reading today morning :

SEBI to phase out open market buybacks ( BS )

17 Cars will not be able to run from April 2023 ( India Today)

India on new Covid alert ( FE )

Thread : Covid Crisis in China ( Eric Feigi-Ding )

Thread : On BoJ’s change of policy ( Jim Bianco )

On bad loans of PSU Banks ( Money Life)

Interview with Siddhartha Bhaiya (BT)

Startup : Koo ( Forbes )

How probabilities can work in your favour ( Onveston Letter )

Are great investors lazy? ( Neckar )