Alpha Ideas

Some stuff I am reading today morning :

Asian Paints flags cash flow problems ( Money Life )

Exports fall at fastest pace in 25 years ( BS )

Real returns from FDs remain negative ( FE )

Interview with Saurabh Mukherjea ( ET )

How to know if promoters are losing commitment to the company ( Dr Vijay Malik )

Latest Memo : Knowledge of the Future ( Howard Marks )

Coronavirus Clarity ( Stratechery )

Bitcoin’s guardian angel ( Forbes )

Podcast : Value Investing in times of deep distress ( Apple )

Hunger or Disease ? ( Ruchir Sharma )

Some stuff I am reading today morning:

Property prices can fall by 20% (Deepak Parekh)

Govt to announce another welfare package (BS)

The need of an Emergency Fund (Larissa Fernand)

Why Gold matters (BL)

The investment case for Indian assets has weakened (CNBC)

Covid-19 & Equity Markets (Albert Bridge Capital)

Have small value stocks become a bargain? (Morningstar)

How to hedge your portfolio (Seth Klarman)

How some people are profiting from the Coronavirus Pandemic (New Yorker)

Worst recession in 150 Years (Daily Reckoning)