Alpha Ideas

Some stuff I am reading today morning:

India to be official partner country of Russia Energy Week (BT)

US vows more economic pressure on Iran (Reuters)

Diesel crack spreads explode to record (Climateer)

FPIs exit 60% of anchor holdings in a year (NDTV Profit)

Stock Talk: SJS Enterprises (FE)

Indian workers are teaching Robots (Bloomberg)

FAFO for America (FT)

What our mistakes taught us (Carnelian Capital)

Economic Reality & Market Trajectory (Sage One)

Your grandfather’s military is dead (DR)

Some stuff I am reading today morning:

N Chandra’s Exit (FE)

Tata Group firms erase 68,000 Cr in Market Cap (MC)

India’s retail inflation rises to 4.45% (DH)

Bank of America to pick 49.9% in Jio Credit (BS)

Sellside Research: Greenlam (ICICI)

Institutional Investors are selling US Tech stocks (KL)

Joshua Kushner & Thrive Capital (Colossus)

Let’s talk about cash (Big Picture)

Why the brain struggles with compounding (Jago Investor)

Obituary: Zhu Rongji (Carlos)