Alpha Ideas

Wishing everyone on the auspicious day of Nag Panchami

Some stuff I am reading today morning:

Govt garners record 1.5 Trillion Rs from 5G spectrum auction (BS)

Reliance’s plans to roll out India’s most advanced 5G network (BSE)

Pelosi may visit Taiwan today (CNBC)

5 possible Chinese Military responses to Pelosi Taiwan visit (ZH)

FPIs return to Indian equities (FE)

Thread: Fluoro Polymers (Manoj Krishna Reddy)

Q2 earnings takeaway from cloud hyperscalers (SSI)

How the weakening rupee is impact study plans in the US (Forbes)

Breaking points (Ted Lamade)

How Russian Oil is making its way to Asia (Oil Price)