31 July, 2024 – Alpha Ideas


Some stuff I am reading today morning:

Consultation Paper on Index Derivatives (SEBI)

Why FM Sitharaman halved the import duty on gold (BW)

Adani Energy raises $ 1 Billion (BS)

Why Indian stocks keep soaring (Money Life)

Enough…the elusive word (Bala)

How Chinese EV makers conquered Thailand auto market (DH)

China begins work on massive Afghanistan copper mine (Oil Price)

Interview with China expert Michael Pettis (The Market)

Zombiecalypse in Startupland (East Wind)

On the identification of investment opportunities (Howard Marks)



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