Categories
Observations

Sentiment Indicator

Sarkaari Companies hitting the UC is a good sentiment indicator

Categories
Chart

Contributors to Nifty EPS Growth

Source: Credit Suisse Research
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Chart

India Consumer: What’s Priced In?

Source: Morgan Stanley Research
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Links

Linkfest: 15 April, 2019

Some stuff I am reading today morning:

Metropolis Healthcare to debut today (MC)

FPIs stay bullish on Indian markets (BS)

JSPL Vs Jagatramka (BL)

Thoughts on the FMP Fiasco (MF Critic)

FMP & debt markets (Subramoney)

SME IPOs : The dark underbelly of Indian Stock Market (Finception)

10 Learnings from acquiring Satyam (C P Gurnani)

Annual Letter to shareholders (Vallum Capital)

Why David Swensen is the Roger Federer of investing (II)

Exercise makes you happier than money (Business Insider)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

HDFC AMC: The Beginnings (AI)

What FIIs are buying in 2019 (AI)

Mukesh Ambani’s realty plans (ET)

22 Companies to watch out for (Morgan Stanley)

Stock Talk: Godrej Agrovet (MC)

Mumbai Local Investing Lesson (AI)

India – Exciting Times ahead (AI)

India is winning (Mint)

Kotak : CASA Champion (AI)

Same Movie, 8 years running (AI)