Alpha Ideas

Some stuff I am reading today morning :

Fed cuts rates by 50 bps (TRB )

SBI Cards bulls hit panic button ( ET )

Ramesh Damani advises caution ( CNBC )

Rupee closes above 73 ( BS )

Are life insurers equipped to sell health plans? ( Mint )

The coming corporate debt crisis ( BS )

Inside India’s retail credit boom ( Malini Goyal )

The rise of Indian Fintechs ( OB )

My thoughts about the Corona Virus ( Ray Dalio )

Howard Marks latest Memo to shareholders ( Oaktree Capital )

Some stuff I am reading today morning :

Stocks surge as Central Banks vow to act ( NY Times )

SBI Cards IPO is a valuation disaster ( Anurag Singh )

How SBI Cards stacks up against peers ( ET )

Yes Bank needs rescue from a steady ship ( Mint )

India Manufacturing activity remains strong ( BL )

Interview with S Naren ( ET )

Power Ministry against further disinvestment in NTPC, Powergrid ( BS )

Corona panic ( Morgan Housel )

The P/E multiple tells you nothing ( Marcellus)

7 traits to identify fraudulent companies ( Jim Chanos )