Alpha Ideas

Some stuff I am reading today morning:

India will be risking economic harakiri if lockdown continues (Anand Mahindra)

Indian automakers warn upto 45% sales drop (Reuters)

Life Insurance business takes a hit (ET)

White Collar Jobs & that sinking feeling (Mint)

Stock Analysis: Ashok Leyland (Dr Vijay Malik)

Riskless Reliance Rights Issue strategy (Gaurav Parikh)

The Sixth Sense & the Fourth Turning (Anantha Nageswaran)

A mysterious 2,819% rally in Abu Dhabi (BS)

Vacation real estate markets are toast (Market Watch)

What have we learned here? (Morgan Housel)

Some stuff I am reading today morning:

Lockdown exit plan for May 17 (ET)

Passenger trains back on track from tomorrow (BS)

Interview with Navneet Munot (Ramesh Damani)

Thoughts on the markets (Abhishek Basumallick)

Why Franklin Templeton apologised to SEBI (FE)

Inflation may be the order of day after Covid (Vivek Kaul)

The Bear Market Playbook (Platinum)

Gold Demand Trends Q1 2020 (Gold)

Beware of the Brother-In-Law Effect in Investing (Humble $)

What you need to know about the Covid-19 vaccine (Bill Gates)