Alpha Ideas

Some stuff I am reading today morning:

RBI flags crisis in Microfinance (ML)

Why unlisted NSE shares are seeing a surge (Rediff)

SEBI probes Jane Street’s trades (DH)

Sector: Gold Loan NBFCs (Fortune)

Thread: This is an Equity Bull Market (Trinh)

How Birla Opus redrew the Paint industry (BW)

Inside Trent’s winning strategy (FE)

Sophisticated investors & market efficiency (Mr Zepczynski)

Criminals are after Crypto Investors (Slate)

So what if you miss the Market’s N best days? (AQR)

Some stuff I am reading today morning:

RBI Governor’s Statement ( RBI )

RBI’s liquidity boost to recharge markets ( DH )

Generational Wealth in JSW Steel shares ( FE )

Company : Berger Paints ( BI )

Lessons from 1 Lakh Crores Cos ( Gaurav Dalmia )

How electric scooters are driving China’s salt battery push ( BBC )

Europe’s auto industry badly hit by China rare earths ban ( OP)

The curious case of the Russian Ruble ( CNBC )

US is no longer a serious country ( Paul Krugman )

The truth about Fort Knox ( DR )