Alpha Ideas

Some stuff I am reading today morning:

What ails the Indian stock markets? (Mint)

Musings on Earnings (Akash Prakash)

Kitex group to fight in Panchayat elections in Kerala (TOI)

Thoughts on the markets (Safir)

ICICI Sec Research Report:United Spirits (MyIris)

What good is history in investing? (Motley Fool)

Asia Central Bank policies spur bubbles (Bloomberg)

The power of term-term compounding (Alpha Architect)

Gold is winning in India (Daily Reckoning)

Staying out of your neighbor’s business (NYTimes)

Some stuff I am reading today morning:

What happened to the great Indian bull run? (Mint)

How to go broke buying low and selling high in Chinese markets (Bloomberg)

Stocks under stress-Opportunity or trap? (BS)

Edelweiss Research:Mid-cap Marvels for June 2015 (RJ)

Stock Analysis:Repco Home Finance (Jana)

What the Essar diaries mean (MoneyLife)

The many roads to the poor house (Subramoney)

Billion $ Tech Babies (Aswath Damodaran)

Buy strength or get crushed (Daily Reckoning)

A lesson for dividend investors (RA)