Alpha Ideas

Some stuff I am reading today morning :

Telcos asked to pay AGR dues in full ( FE )

Govt detaches PSUs from AGR case ( ET )

SC lifts RBI Crypto Ban ( Mint)

Transcript of Prashant Jain’s Conference Call ( DropBox )

Interview with Neelesh Surana ( OB )

IPO Review : Anthony Waste ( BS )

Savings account has done better than ELSS Sips ( Vivek Mashrani )

Could Treasury Yields fall below 0 ? ( Barrons)

Its too late ( Blaire Belle Curve )

Wall Street rallies behind Biden ( NY Times)

Some stuff I am reading today morning :

Fed cuts rates by 50 bps (TRB )

SBI Cards bulls hit panic button ( ET )

Ramesh Damani advises caution ( CNBC )

Rupee closes above 73 ( BS )

Are life insurers equipped to sell health plans? ( Mint )

The coming corporate debt crisis ( BS )

Inside India’s retail credit boom ( Malini Goyal )

The rise of Indian Fintechs ( OB )

My thoughts about the Corona Virus ( Ray Dalio )

Howard Marks latest Memo to shareholders ( Oaktree Capital )