Alpha Ideas

Some stuff I am reading today morning:

RBI expected to cut rates today (CNBC)

On Bharat Bond ETF (FE)

Catholic Syrian Bank makes a stellar debut (BL)

On the SBI Cards IPO (Kiran Dhanwada)

Interview with Pankaj Tibrewal (ET)

Chart Talk with Nooresh Merani (ET Now)

Stock Talk: Narayan Hrudayalaya (Mint)

Is PayTM’s business model falling apart? (Outlook Business)

A Letter from Larry Page and Sergey Brin (Google)

The Bus Ticket Theory of Genius (Paul Graham)

Some stuff I am reading today morning:

Catholic Syrian Bank listing today (MC)

The great Stock Market mystery (Business Today)

Indian Markets: Are we on a different planet? (Rohit Chauhan)

All Cargo Logistics to acquire stake in Gati (BS)

Over half the staff at BSNL, MTNL are gone (ET)

Blow to e-pharmacies (Mint)

Banks, NBFCs in quandary post Karvy fiasco (BL)

Xiaomi launches online lending service in India (Reuters)

Investors should focus on free cash flow (Jeff Bezos)

Grinding (A VC)