Alpha Ideas

Some stuff I am reading today morning:

RBI MPC meet today (Mint)

Oil goes below $90 (Oil Price)

Competition heats up for India oil market (BS)

Bank of England raises interest rates by 50 bps (MC)

SEBI orders forensic audit of Future Retail (BT)

The Religion of Speculation (Young Money)

You don’t need to know what a company does (Onveston)

Reality catches up (Morgan Housel)

Crypto: Scaling Ethereum (ZH)

2Q 2022 Letter to Investors (Greenlight Capital)

Some stuff I am reading today morning:

PLA drills around Taiwan to continue (Global Times)

DRI detects custom duty evasion of Rs. 2,217 Cr by Vivo India (Fortune)

Shipping firm Maersk warns of weak global demand (CNBC)

What will make Indigo earn profits? (MC)

Spicejet up for sale (Money Life)

Uber sells entire stake in Zomato (BS)

Lockin expiring for internet stocks (BT)

Pet food category turns profitable for FMCG cos (FE)

Crypto: Solana Wallet hack (Decrypt)

Investor Memo on 10th Anniversary (Sage One)