Alpha Ideas

Some stuff I am reading today morning:

Heat Wave in India (Fortune)

Order in case of front running at Axis Mutual Fund (SEBI)

China’s CCP warns Elon Musk against sharing Wuhan report (CNBC)

Moody’s downgrades Pakistan (MC)

How LinkedIn cracked the India growth story (Forbes)

How to win even before you even start investing (Onveston)

Alexa, what happened? (Ranjan Roy)

Markets can be crazier than you think (Cliff Asness)

Startup Decoupling & Reckoning (Elad Gil)

The $500 Million fraud at Trafigura (FT)

Some stuff I am reading today morning:

SEBI’s upstreaming diktat may raise risks (FE)

F&O trading volumes are not disproportionate (Nithin Kamath)

Vedanta in trouble (Bloomberg)

Sector: Microfinance (Green Edge)

Technical View: Gas Stocks (Nooresh Merani)

How the dumbest deal in history paid off for Occidental (FT)

The race to dominate Green Hydrogen industry (Oil Price)

The VC’s Customer (A VC)

Would you trade places with Warren Buffett? (Owen Stoneking)

Obituary: Ashwani Gujral (Anuj Singhal)