Alpha Ideas

Some stuff I am reading today morning:

Indian Banks are in for a Rs. 20 Trillion hole (Mint)

Why Aramco-RIL deal has hit a roadblock (Rediff)

Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)

Sale of houses at decadal lows (FE)

Related Party Transactions at IFB (Aurum Capital)

Hatsun in trouble (R S Sodhi)

Rupa: The inside story (Fortune)

China’s manic traders Vs Communist Party (Bloomberg)

Rebalancing is still everyone’s main risk management strategy (CS)

5 Stories (Morgan Housel)

Some stuff I am reading today morning:

Chairman’s speech at Reliance 43rd AGM (BSE)

Why we invested in Jio (Google)

Reliance AGM was the world’s largest virtual AGM (Rediff)

BSE IT index climbs to record high (FE)

Yes Bank FPO in difficulty (BS)

NTPC gets foothold in Africa (Mint)

Nifty below 10700-A pause or a crack? (Nooresh)

Tech cos curb real estate expenses (CNBC)

What risk isn’t (Nick Maggiulli)

Gold’s new all time high will have to wait (Market Watch)