Alpha Ideas

Some stuff I am reading today morning:

Murugappa Group set to take over CG Power (CNBC)

Govt to sell 15% in HAL (BS)

Accenture India staff to face brunt of layoffs (Mint)

UP sugar SAP on the cards (FE)

Maharashtra Govt cuts stamp duty for real estate (MM)

Decoding the future of REITs in India (Fortune)

Can the 2020s repeat the 1920s ? (DR)

When the magic happens (Morgan Housel)

DCF is the least reliable part of a manager’s process (AM)

This “Golden Rule” of personal finance is bunk (InvestmentU)

Some stuff I am reading today morning:

India’s economy is getting carved between Adani & Ambani (BS)

Govt may propose GST cut for 2 wheelers (Mint)

Tata Motors to become debt free in the next 3 years (CNBC)

India’s real estate loan book, revealed (Forbes)

Exxon Mobile exits the Dow (CNBC)

Interview with S Krishna Kumar (Morningstar)

The highest P/E ratio in 18 years (Crossing Wall Street)

Why the shift to online commerce is here to stay (OM)

On Barrick Gold (Investment U)

Pay & Precedent (A VC)