Alpha Ideas

Some stuff I am reading today morning:

Massive hike in fuel excise duty by Modi Govt (FE)

Mumbai on the verge of unprecedented health emergency (ET)

Pharma sales drop 19% on demand collapse (Mint)

Banks scout buyers for Future Retail (BS)

What drives Indian Private Equity returns? (Morningstar)

Indian Agriculture- An area of darkness (Baidik Sarkar)

No country for migrants ( Pooja Sarkar)

Can “Sell in May & Go away” beat the Covid Bear? (Jody Chudley)

Mayhem with Multiples (Aswath Damodaran)

Buffett made this group of traders $ 200 Million (Market Watch)

Some stuff I am reading today morning:

India set to feel labour pangs (Mint)

Reliance Jiomart ramps up ops (ET)

Go Air in trouble (FE)

India offers land to companies leaving China (BS)

India’s April gold imports plunge 99.9% (Reuters)

US Treasury set to borrow a record $ 3 Trillion this Quarter (CNBC)

Stock Talk: Asian Paints (Jana)

ITC- An Investor’s Dilemma (Divyansh Agnani)

Bitcoin: Quantitative Tightening (A VC)

This version of Warren Buffett (TRB)