Alpha Ideas

Some stuff I am reading today morning:

Whats worrying the stock market? (MC)

FM asks Infosys to fix tax portal by Sept 15 (BS)

Govt’s 6 Lakh Crore Asset monetisation plan (CNBC)

Almost 52% IPO investors sold shares on listing day (BW)

The curious case of Nishith Desai Associates (Daily Pioneer)

8 Board Members of Ujjivan Small Finance Bank leave in 9 months (BT)

SBI Chairman: 20% NPAs in Mudra loans (Fortune)

Visa buys CryptoPunk NFT (Decrypt)

Startup: Glance (Forbes)

Solana Summer (Not Boring)

Some stuff I am reading today morning:

FM to launch National Monetisation plan today (BS)

Infosys screws up on IT portal (FE)

India launches an Amazon slayer (Bloomberg)

What’s happening in smallcaps? (Nooresh)

How top realtors plan to transform Central Mumbai (Rediff)

My lessons from investing in a Midcap MF for 12 years (Free Fincal)

Copper Signals (Katusa)

Crypto will rival or replace Fiat in 10 years (Decrypt)

The Illusion of Control (Pratyush Rastogi)

Understanding China’s Regulatory Reset (Morgan Stanley)