Alpha Ideas

Some stuff I am reading today morning:

Budget and its implications for markets (Prashant)

Indian markets riding for a fall unless budget delivers (Reuters)

Mr.Modi’s credibility test (Andy Mukherjee)

Market message in stocks trading below QIP price (BS)

Sudhir Valia grabs a chunk of Greenply (RJ)

Debunking the myth of Private Equity (Swedroe)

Gold is the worst investment in history (Daily Finance)

Tech Investors create a Billion $ Baby Boom (NYTimes)

Best Stock Pickers say easy money has made their job harder (Bloomberg)

Rahul Gandhi and the Art of Vacationing (BS)

Some stuff I am reading today morning:

Personal I-T exemption may go upto 5 Lakhs (FE)

The wake up call for Technical Analysis (Prashant)

Create your own financial plan (FreeFinCal)

ICICI Research Report: Bajaj Electricals (MyIris)

Observations from a decade in the investment business (CommonSense)

Profit from the greatest unwind in economic history (Daily Reckoning)

Marketing is dead (Harvard Business Review)

Dear Silicon Valley:Here is your wake up call (BI)

Amartya Sen:India’s Number 1 intellectual moron (Media Crooks)

In Hong Kong, Grandma has to find a job (Bloomberg)