Alpha Ideas

Some stuff I am reading today morning:

India’s solar power tariffs hit record low ( Mint )

How Central Govt is changing laws to favor Adani ( Telangana Today)

Raghuram Rajan blasts RBI ( BS )

Stock Talk : Balkrishna Industries ( FE )

The Economics of Fund Management ( Marc Rubinstein )

Pleasure of walking tall ( Stable Investor )

On investing in Art ( Barrons )

5 Options for pursuing high returns ( Howard Marks )

Knowing what you are looking for ( A VC)

WHO fears Covid third wave ( Reuters)

Some stuff I am reading today morning :

Signs that ‘Atma Nirbhar’ package is working ( The Hindu)

Byju’s now valued at $ 12 Billion ( FE )

Is India about to witness a data centre boom?( Fortune )

Why Mumbai Indians is the brand to bet on ( Rediff )

NBFCs have an edge in banking license race ( Mint )

India is getting the rescue of LVB right ( Andy Mukherjee )

For every buyer, there is a seller ( Evidence Investor )

Great companies but wrong stock prices ( ABC )

Wall Street is back to ” Full Bull ” ( DR )

Inside the messy downfall of designer Manish Arora ( Forbes )