Alpha Ideas

Some stuff I am reading today morning:

India is now the world’s most populous country (Fortune)

Invesestors renewed enthusiasm for Indian Equities (Forbes)

SEBI order against Brightcom (BW)

National Quantum Mission gets Cabinet approval (BS)

Windfall tax back on oil (Rediff)

IT Dept Vs Insurance industry (Money Life)

All that glitters is not gold (Savant Wealth)

Is Saudi Arabia selling oil to China for gold? (Gainesville)

Lessons from holding 1,000 random portfolios (Calm Investor)

The real lessons of Buffett (Real Returns)

Some stuff I am reading today morning:

Govt to achieve 20% ethanol mixing by 2025 (Fortune)

India moves to Taiwan for High Tech imports (Rediff)

8,000 IT notices to taxpayers who claimed charity exemption (BS)

The strike by Blinkit gig workers (FE)

Valuations drop in private markets (Mint)

Ultra luxury homes in India (Forbes)

Lessons from Silicon Valley Bank (Howard Marks)

Interview with Joe Barratta of Blackstone (Big Picture)

What to do when all your stocks appear to be losers (David Einhorn)

So you want to launch a hedge fund? (Net Interest)