Alpha Ideas

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Some stuff I am reading today morning:

Crypto Collapses ( CNBC )

China bans financial & payment institutions from Crypto (CGTN)

China seeks to stabilize commodity prices ( CGTN)

Govt hikes DAP fertiliser subsidy by 140% (BT)

Relief for Indian IT sector as US removes H1 visa curbs (BS)

My experience in the unlisted market (Leading Nowhere)

Secular Growth Stocks are becoming increasingly attractive ( Gavin Baker)

Michael Burry’s Latest Bets ( Macro Ops)

Distribution & Demand ( Stratechery)

Value’s Turn: Eerie parallels to 1999 (GMO)

Plug

Capital Small Finance Bank is one of the fastest growing banks in the country.

Covid was a stress test for most financials.

The Bank passed the test with flying colours- PAT increased by 55% and Net NPAs of only 1.13%

It’s financials can be obtained from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Credit

Links

Some stuff I am reading today morning:

Are benchmark indices headed towards all time highs? (FE)

Anger grows as Covid-19 engulfs rural India ( BS)

On Insurer death-claims during Covid first wave (Anand Sridharan)

Interview with Kalpen Parekh ( FE)

Return Probabilities of Indian Indices (Abhinav Mehrotra)

How Xiaomi transformed itself into a Made in India brand ( Forbes)

The $4 Billion Unicorn you need to hear about (Tiger Feathers)

As Crypto Currency goes wild, regulators get worried (Washington Post)

Elon Musk, Chamath Palihapitiya, Cathie Wood face a reckoning (Bloomberg)

Grift is Good ( Can Duruk)