Alpha Ideas

Some stuff I am reading today morning:

China not de-escalating on the LAC (BS)

Gold prices cross Rs.50,000 (Reuters)

Loan moratorium may be extended for some sectors (Mint)

Govt’s 10,000 Cr Pharma Package (CNBC)

SEBI Chief moots real time settlement in the markets (BL)

Stocks are for the wealthy (Bala)

The How & Why of getting a gold loan in India (Forbes)

Real Estate in India will cost 50% less, minus bribes (Monika Halan)

Real estate boom in the US (TRB)

How Jeffrey Immelt drained the light out of General Electric (NYPost)

Some stuff I am reading today morning:

India, US closing on trade deal (Reuters)

On the results of Bajaj Finance (BS)

How Bajaj Fin lowers morat numbers by converting loans into flexi (Mr. Kumar)

Why top investors are hot on Religare Enterprises (OB)

Gold continues to shine (InvestmentU)

The Coffee Can Edge (Saber Capital)

The greatest danger investors face (Common Sense)

My favourite investing book (Howard Lindzon)

Germany wins, post pandemic (Ruchir Sharma)

The story behind China’s GDP rebound (Anantha Nageswaran)