Alpha Ideas

Some stuff I am reading today morning:

US markets rally hard on weak inflation report (CNBC)

Monthly SIPs into Mutual Funds cross 13,000 Cr (BS)

Reliance Jio launches 5G in Bengaluru & Hyderabad (BT)

Can Tata Motors retain its EV crown? (Fortune)

Large & mega deals dry up for IT cos (MC)

Aiwa’s second coming (BI)

How sports tourism is picking up pace in India (Forbes)

Yield is for farmers (Fortunes & Frictions)

FTX collapse is looking like Crypto’s Lehman moment (Axios)

A few good stories (Morgan Housel)

Some stuff I am reading today morning:

Bharat Forge bags $155 Million Export contract (BW)

Govt to exit Axis Bank (BS)

India to be world’s third largest economy by 2027 (Fortune)

Niren Shah on VC Investing (Forbes)

Startup: Practus (BI)

Insights from Todd Combs (IMI)

Humpty Dumpty Stock Market (Smead Capital)

Binance-FTX deal collapses (MC)

Blue Chip investors lose big in FTX (MSN)

Mark Zuckerberg’s Letter announcing 11,000 layoffs (BT)

Some stuff I am reading today morning:

13,000 Crore churn due to MSCI India Index rebalancing (BS)

Thread: The FTX drama that is blowing up Crypto (Shaan Puri)

Family Offices may shift to GIFS IFSC (FE)

Company: Sundaram Home Finance (BI)

Thread: Hyperbole of 3i Infotech (Leading Nowhere)

Rebalancing is not always optimal (Bharat Shah)

Do nothing dammit (Anand Sridharan)

Valuations of early stage startups are holding up (Institutional Investor)

META: Corporate Governance (Aswath Damodaran)

Changing world order is approaching Stage 6 (Ray Dalio)