Alpha Ideas

Some stuff I am reading today morning:

Ambuja, ACC to merge (BT)

Attack on Murugappa Group (Cobra Post)

Mysterious halt in Reliance Infra trading (BW)

Gold, silver hit record highs (Yahoo)

INR is Asia’s worst performing currency (CNBC)

India-New Zealand FTA (MC)

Stock Talk: Apollo Micro Systems (Dr Vijay Malik)

Increasing thefts of copper wire in US (CNN)

Russia’s Arctic Dark Fleet Corridor (Climateer)

2026: A Monetary Tsunami (DR)

Some stuff I am reading today morning:

Ultra Tech Cement gets 782 Cr GST notice (Rediff)

Kajaria Ceramics CFO did a 20 Cr Fraud (BSE)

When Indigo ran out of pilots (Forbes)

Company: 20 Microns (FE)

Gold could hit $10,000 per oz by 2030 (The Street)

Interview with Louis-Vincent Gave (The Market)

How Warren Buffett did it (Seth Klarman)

6 simple ways to improve your investment performance (CS)

The labels that mislead Investors (Excess Returns)

Timing your overnight success (Seth Godin)