Alpha Ideas

Some stuff I am reading today morning:

CBI arrests GVK Promoters (Mint)

RBI outlines conditions for relief package for NBFCs (ET)

Why sharp rise in GST doesn’t mean green shoots in economy (FE)

Govt plans to sell 10% stake in Mishra Dhatu Nigam (FE)

Strong margins add sparkle to BEL (Mint)

Indigo starts layoffs (MC)

Stocks SBI MF is heavily betting on (ET)

Income Tax department extends 5 new deadlines (BS)

Should you invest in Asset Management Cos? (Ventura)

When should you sell your stocks? (Fortune)

Some stuff I am reading today morning:

PMGKAY extended till Nov for 80 Cr Indians (FE)

Carlyle to acquire 25% stake in Airtel’s Data Centre Business (BS)

Sector Talk: 2 Wheelers (Baidik Sarkar)

Notes from HUL AGM (Forbes)

How Patanjali’s magic didn’t work on Covid (Mint)

How YKK dominated the world zippers market (Palak Zatakia)

Russell Napier: Inflation is coming (WoW)

Why is Gold Valuable? (Of Dollars & Data)

Jack Bogle was wrong about ETFs (Morningstar)

Human IPO wants you to buy shares in regular people (Hustle)