Alpha Ideas

Some stuff I am reading today morning:

PM launches Gati Shakti (Narendra Modi)

Fed to begin tapering process by mid-Nov (CNBC)

Dish TV rejects Yes Bank’s demand for EGM (BS)

Stock Talk: Adani Ports (FE)

Interview of Nikhil Vora (MC)

Takeaways from Terry Smith’s Speech (CWS)

The great Indian pivot (Stallion)

New Bank Locker rules 2022 (Good Moneying)

Raising VC money when you are not a white male (Yehong Zhu)

Why budgets make people angry (Ben Carlson)