Alpha Ideas

Some stuff I am reading today morning:

IMF may significantly downgrade India in Jan ( Gita Gopinath)

Only the fittest lenders will survive ( Uday Kotak)

JSPL hopes to become debt free in 4 years ( Naveen Jindal)

Sector Focus : Micro Finance ( SIDBI)

SBI ETF Nifty 50 Vs UTI Nifty Index Fund ( FreeFincal)

Buffett on Diversification in his 1966 Letter ( Deepak Venkatesh)

Letter to a young investor (Contrarian Edge)

We are short NMC Health Plc ( Muddy Waters)

How Mike Bloomberg made his Billions ( Vox )

The Global Economy’s luck may have run out ( Mohamed El Erian)

Some stuff I am reading today morning :

SEBI’s new norms are hurting investors ( BL)

AM,Nippon complete Essar steel acquisition (ET)

Center releases over 35,000 Cr in GST dues to states (BS)

MSCI Review can be a big trigger for Indian Equities (Yatin Mota)

Stock Analysis: VST Industries (Dinesh Sairam)

Stock Talk: Sinclairs Hotels (MC)

IPOs hit four year low (Forbes)

A beginning of a new bull market in stocks (All Star Charts)

A strange massive divergence ( Verdad Cap )

On Gateways (A VC)