Alpha Ideas

Some stuff I am reading today morning:

Govt to spend 50,000 Cr in 125 days in rural India (FE)

Saudi Wealth Fund invests in Jio (BS)

SIP inflows hit (ET)

Voda-Idea to SC: Can’t give bank guarantees (Mint)

One out of Five Investors sold all their stocks (Irrelevant Investor)

14 Filters for purchasing a great investment (Terry Smith)

Podcast: How climate change can affect real estate prices (FS)

Presentation: Ranking of Business Models (Ashish Kila)

How one Indian industry beat China at manufacturing (CNBC TV18)

Ray Dalio warns of a ‘lost decade’ for stocks (ZH)