Alpha Ideas

Some stuff I am reading today morning:

GST mop up crosses 1 Trillion ( BS )

2020 is the year of reckoning for PSU Banks (ET)

Peninsula Land defaults ( Outlook )

Micro Finance Lenders in Assam in trouble ( ET )

Jio may diversify into Mutual Funds (Mint)

Interview with Sunil Singhania (ET)

Decades of Commitment ( Subramoney)

Don’t let headlines ruin your retirement ( Anand Sridharan )

What will happen in the 2020s (A VC)

Lessons from the past 25 years (Christine Benz)

Wishing all readers a very happy, prosperous and rocking 2020.

Some stuff I am reading today morning :

FM Sitharaman unveils 102 Lakh Crore infrastructure plan ( ET )

Full Report of the task force on National Infrastructure Pipeline ( PIB )

Who are the true owners of Tourism Finance Corporation of India? ( Vaibhav Badjatya)

How Bajaj Finance makes money from interest free EMI loans ( Deepak Shenoy )

MDR waiver to make payment companies unviable ( BS )

How Carlos Ghosh escaped Japan without passport ( Mint )

Presentation on Investing for MBA Students ( Abhishek Basumallick )

Presentation on Investing in Cyclicals ( Jiten Parmar )

India Fixed Income Outlook 2020 ( CFA Society )

What happened in the 2010s ( A VC )