Alpha Ideas

Some stuff I am reading today morning :

Russia defaults on foreign debt ( Oil Price )

Slew of GST rate hikes imminent ( FE )

Maruti betting on hybrids over EVs ( BS )

Bajaj Auto to buyback shares worth 2,500 Cr ( Fortune )

Aurobindo Pharma gets warning from SEBI ( MC )

Why India isn’t a global manufacturing hub ( Forbes )

Chat with Ray Dalio ( The Hustle )

SPACs wipe out half their value ( CNBC )

US retail majors have too much inventory ( CNN )

Russian Gas Cuts imperils German companies ( Zawya )

Some stuff I am reading today morning :

28% GST likely on casinos, online gaming, horse racing ( BS )

Why Zomato is buying Blinkit ( BSE )

Stock Analysis : Tata Elxsi ( Dr Vijay Malik )

Presentation : Banking on Banks ( Nooresh Merani )

Are we at market capitulation ? ( Aarati Krishnan )

Indian Crypto startups continue to get funding ( Forbes )

41 Inconvenient Truths about the ‘ New Energy’ Economy ( FEE )

Thread : Interview with Jim Simons ( Santangel’s Review )

Lithium deep dive ( Climateer )

Inflation : Numbers over Narrative ( Turtle )