Alpha Ideas

Some stuff I am reading today morning :

Asian Paints flags cash flow problems ( Money Life )

Exports fall at fastest pace in 25 years ( BS )

Real returns from FDs remain negative ( FE )

Interview with Saurabh Mukherjea ( ET )

How to know if promoters are losing commitment to the company ( Dr Vijay Malik )

Latest Memo : Knowledge of the Future ( Howard Marks )

Coronavirus Clarity ( Stratechery )

Bitcoin’s guardian angel ( Forbes )

Podcast : Value Investing in times of deep distress ( Apple )

Hunger or Disease ? ( Ruchir Sharma )

Some stuff I am reading today morning:

Property prices can fall by 20% (Deepak Parekh)

Govt to announce another welfare package (BS)

The need of an Emergency Fund (Larissa Fernand)

Why Gold matters (BL)

The investment case for Indian assets has weakened (CNBC)

Covid-19 & Equity Markets (Albert Bridge Capital)

Have small value stocks become a bargain? (Morningstar)

How to hedge your portfolio (Seth Klarman)

How some people are profiting from the Coronavirus Pandemic (New Yorker)

Worst recession in 150 Years (Daily Reckoning)

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)