Alpha Ideas

Some stuff I am reading today morning:

OPEC considers extra large hike in production (Oil Price)

Ultratech Cement announces major capex plans (Fortune)

IIM A launches Agri Land Price Index (BT)

India’s unusual wheat diplomacy (BW)

Inflation in Tomatoes (MC)

Inflation: Was RBI caught napping (T N Ninan)

Govt to stop restaurants from issuing service charge (BS)

Sector Watch: Paints (Forbes)

The bright side for investors (Daily Reckoning)

Is US Big Tech stocks following China Big Tech stocks? (Zero Hedge)

Some stuff I am reading today morning:

India is the biggest winner in new energy trade map (MSN)

Automakers see robust sales (Rediff)

Economic Hurricane is coming (Jamie Dimon)

Adani Group shares take a beating after MSCI rejig (BS)

Company : L&T Technology Services (BI)

Company: EKI Energy (Forbes)

Diageo breaks the Unity of United Spirits (Big Investor)

Say No to the PE ratio (Sid Choraria)

The case for mad money (Rational Walk)

Different kinds of BS (Morgan Housel)