Linkfest: 01 August,2014

Some stuff I am reading today morning:

Amul 2.0 (ET)

Is it time to increase your equity allocation? (Mint)

Mutual Funds join FII led Dalal Street party (BS)

IDFC Bank’s strategy (BL)

Tax Deferral is a brillaint tax saving strategy (Subramoney)

When entertainment passes for investment advice (Bloomberg)

Popular stocks stink (Patrick)

Value Investing:Can you withstand the pain? (AlphaArchitect)

You really can create money out of thin air (Climateer)

Investment Outlook by Bill Gross (Pimco)

Investment Blog for the Indian Markets