Alpha Ideas

Some stuff I am reading today morning:

Health Ministry mulls increasing legal age for smoking (India Today)

UPI moment for India’s Credit Markets (FE)

Coronavirus is an opportunity for Indian Chemical cos (Mint)

The real state of LIC’s investment portfolio (Aarati Krishnan)

Are Indian Investors ready for passive investing? (Free Fincal)

There is a “late cycle ” rally on (CNBC)

Buffett’s Annual Letter to Berkshire Hathway shareholders (BH)

Levered Long (Irrelevant Investor)

How Superstition impacts stock prices (Wharton)

100 Little Ideas (Morgan Housel)