Alpha Ideas

Some stuff I am reading today morning:

RBI set to hike rates by 50 bps next week (Forbes)

RBI bars Mahindra Finance from recovery (BT)

SC sends Ranbaxy Singh brothers to jail (Money Life)

TCS asks employees to return to office (MC)

Consumers flock to stores as festivities begin (Fortune)

LIC hits lowest level since listing (BS)

Chamath & the SPAC bubble (Young Money)

Monetary Policy is non-linear (Epsilon Theory)

Funding when capital isn’t cheap (A16Z)

Why Y Combinator works (Paul Graham)

Some stuff I am reading today morning:

Fed hikes by 75bps, will increase more (CNBC)

Dollar hits two decade high (BT)

Rout in bonds of Adani firms (BS)

Cabinet approves National Logistics Policy (Fortune)

Will SEBI clamp down on Algo Trading? (Rediff)

Byju Raveendran’s Letter to employees (Forbes)

Deep into the Danger Zone (Daily Reckoning)

Financial bloodletting (Mantaro)

China: Ideology trumps Economy (The Market)

Research: Market Share (Morgan Stanley)