Alpha Ideas

Some stuff I am reading today morning :

Remarks by President Trump on Iran ( White House )

Mutual Fund SIPs climb to a record ( Mint )

15,000 people quit Axis Bank ( ET )

The only auto co to register growth in 2019 ( ET )

The microfinance crisis in Assam ( Scroll )

Notes from the Wealth Forum Meet ( Subramoney)

Interview with Sundaram Home Finance MD ( Wire )

Buy stocks that are in the second innings ( Peter Lynch )

5 Investing Lessons from 5 Investing Pros ( Validea)

What I believe least ( Morgan Housel )

Some stuff I am reading today morning :

Iran fires missiles at US bases in Iraq ( CNBC)

Nation wide strike today ( Money Life)

NBFC Crisis could be winding down ( ET )

On Biocon Biologics ( Mint )

What lies ahead for bank stocks ? ( BS )

Mr. Market isn’t so foolish after all ( Morningstar)

Clearing the fog ( Casey Wolf )

Why Stock Options are like a Swiss Army Knife ( Humble Dollar )

2020 Fintech Prediction Palooza ( Howard Lindzon )

On India’s loss making unicorns ( Anand Sridharan)

Some stuff I am reading today morning:

Global tensions rock India’s pricey market (Mint)

India gold prices hit all time highs (Reuters)

New margin norms may hit midcap/small cap stocks hard (BS)

Ratan Tata fights to save his legacy (ET)

Here’s why Air India’s privatisation may not take off (FE)

Optimism as a default setting (TRB)

Is War next? (Daily Reckoning)

Shocks and Market Impact (Horan Capital)

How will US-Iran conflict impact the markets? (Ben Carlson)

Why global stock markets will leave bears disoriented (Anantha Nageswaran)