Alpha Ideas

Some stuff I am reading today morning:

WhatsApp gets UPI nod (FE)

NPCI caps UPI transactions at 30% for third party apps (BT)

SAT dismisses RIL appeal in stock manipulation case (BS)

Saudi Arabia’s PIF invest Rs.9,995 Cr in Reliance Retail (Rediff)

Please think of Franklin Templeton investors (MF Critic)

3 emotional arguments against index funds (Mint)

Startup: MoneyTap (Forbes)

Tonight, we leave the party like its 1999 (GMO)

Market Definitions & Tech Monopolies (Ben Evans)

Terry Smith: UK’s answer to Warren Buffett (Guardian)

Some stuff I am reading today morning:

Biden predicts victory (Reuters)

SBI’s asset quality numbers warrant closer look (MC)

On Jet Airways (Safal Niveshak)

Why Indigo may be heading towards its golden years (BT)

Adani Enterprises plans 50,000 Cr capex in next 5 years (BS)

Gold demand rebounds in India (FE)

The H1B visa may be finished (Forbes)

Bitcoin may become a pension portfolio fixture (CIO)

How to find great AI cos (Macro Ops)

How we saw the world in 2010 (Baillie Gifford)