Alpha Ideas

Some stuff I am reading today morning:

Equity MFs record 18,529 Cr inflow in May (Rediff)

Apollo, Reliance make bid for Boots (BS)

Indian consumers are upset with Vehicle Scrappage Policy (BT)

Birla to disrupt paints business (Fortune)

Startup: Mobile Premiere League (Forbes)

Thread: Indian markets are safer than US markets (Nithin Kamath)

Beware of a Bear Market thats more than a cub (Washington Post)

Timing the Recession Vs Timing the Stock Market (Ben Carlson)

Is fund management meant to be sexy? (Evidence Investor)

The Bill Gurley Chronicles (Macro Ops)

Some stuff I am reading today morning:

RBI Governor’s Statement (RBI)

RBI turns hawkish (Forbes)

More rate hikes expected (BS)

NHAI creates Guiness World Record (Fortune)

The humbling of Tiger Global (WSJ)

Why do Indian airlines choose Foreign CEOs? (Forbes)

20 rules for investing in Vietnam (Asian Century Stocks)

Q1 2022 Letter to Investors (Massif Capital)

Crypto Winter (Investment U)

NFTs: All their Apes gone (Slate)