Alpha Ideas

Some stuff I am reading today morning:

Oil prices turn negative for the first time in history (BS)

How Digi Lenders are bracing for Covid Impact (ET)

China urges India to review FDI move (HT)

1000 foreign firms mull production in India (BT)

Should I invest in International Funds? (MF Guy)

Markets haven’t factored in second wave of Corona Virus (CNBC)

The Stock Market is not your benchmark (Common Sense)

Stocks could fall 50% from Feb Highs (Elliot)

…Wait, Value Managers did what? ! (Wisdom Tree)

1Q 2020 Letter to Investors (Tweedy Browne)

Some stuff I am reading today morning:

Why aren’t banks lending (Prof Ananth Narayan)

NBFCs in a quandary (MC)

NHAI turns lockdown into opportunity (ET)

More than a third of SMEs are trading below IPO price (BS)

Jewellery retailers to take Akshay Tritiya sales online (BL)

15 Lessons in 15 years of being a fund manager (Nalin Moniz)

15 years of surviving in the markets (Radhika Gupta)

How the virus crisis will change investment strategy (Gavekal)

Russia-Saudi Oil war is a fraud and a farce (Global Research)

Why the public is alienated from elites (Anantha Nageswaran)