Alpha Ideas

Some stuff I am reading today morning:

What to expect from PM Modi’s speech today (BS)

Bond defaults loom large (Mint)

Mess over airline bookings and cancellations (MC)

Chloroquine Study halted over risk of fatal heart complications (Forbes)

Interview with Atul Suri (ET)

The Oyo story gets uglier (ET)

Chinese, Indian gold jewelry demand falling off a cliff (Kitco)

Capitalists or Cronyists? (Prof Scott Galloway)

The 10 Month Moving Average strategy (All Star Charts)

Let’s not make things worse (TRB)

Some stuff I am reading today morning :

Banks are split in offering moratorium to NBFCs ( ET )

Manesar stares at dead end ( BS )

Bulk Drugs : Pharma’s pain point ( OB )

On US QSR Chains ( Horseman Capital )

Japan Redux ( Hedge Fund Journal )

The flight to safety (Of $ and Data )

Why a SIP in small cap Mutual Funds is a waste of time ( Free Fincal )

Mutual Funds and Market Timing ( Subramoney )

On Promoters taking high salaries ( Dr Vijay Malik )

Pandemics Vs Post War recoveries ( Common Sense )