Alpha Ideas

Some stuff I am reading today morning:

10% of Freshworks employees become Crorepatis (BS)

Fed says tapering to come soon (CNBC)

All eyes on Zee Entertainment shareholders (BT)

Mumbai property registrations break 10 year record (FE)

Stock Talk: Heranba Industries (Phoenix Capital)

Its boom time for research analysts (Rediff)

7 insights when averaging up a stock (Larissa Fernand)

How ‘Buy the Dip’ generation was formed (CA)

Apple has sold 2 Billion iPhones (Asymco)

History’s seductive beliefs (Morgan Housel)

Some stuff I am reading today morning:

India warns UK (BS)

Investor ire on Zee Learn, Zee Media now (MC)

Adani to invest $20 Billion in Renewable Energy (BW)

Bajaj Finance Call snippets with Morgan Stanley (Raghav Chaudhary)

Are we nearing a capex cycle? (Multipie Social)

Why US automakers failed in India (Rediff)

Consolidation in Indian real estate is a myth (Money Life)

What does Everrande meltdown mean for China? (Michael Pettis)

What’s wrong with Gold? (DR)

A few things we learned Q2 2021 (Octahedron Partners)