Alpha Ideas

Some stuff I am reading today morning:

Record FPI pullout from Indian markets (Fortune)

Credit Suisse and the spectre of instability (MC)

On the $1.2 Trillion PM Gati Shakti Plan (BS)

Rewriting the Yes Bank story (Forbes)

Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)

Stock Talk: Kamdhenu Ltd (Maniac Markets)

Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)

How to do Business Analysis of Wind Power plants (Dr Vijay Malik)

How Germany’s industrial giants are preparing for Winter (Yahoo)

This is another great moment to buy stocks (Bill Ackman)

Some stuff I am reading today morning:

SME IPOs catch investors’ fancy (Rediff)

Tulsi Tanti: The Wind Whisperer (MC)

Crypto Exchange WazirX fires 40% of staff (BS)

Stock Talk: Muthoot Finance (FE)

Bollywood is not dead, but decaying (The Print)

Thread: Return on Time (HF Reflections)

Thread: Why was Bank of England forced to intervene? (Macro Alf)

Thread: US Monetary Policy easing on its way (Cathie Wood)

Bonds of Mass Destruction (Last Bear Standing)

Interview with US Bond Giant TCW (The Market)