Alpha Ideas

Some stuff I am reading today morning:

How HUL and P&G are shaping their India strategy (Rediff)

ONGC takes over PMT fields from Reliance (BS)

How Bellary went from boom to bust (Mint)

Masayoshi Son, Tech Visionary or Robber Baron? (ET)

The Travel Agent’s Problem (Seth Godin)

When Buffett thanks you for ‘Client Alpha’ (Validea)

If you work so hard, why is your performance so bad? (Klement On Investing)

How machines are taking over the world’s stock markets (Time)

How China plans to become the world’s #1 Economy (CNBC)

FckdEx (Prof Galloway)

Some stuff I am reading today morning:

Reliance Vs Govt of India (FE)

Amazon’s sharp business practices (ET)

Indigo may have to replace more engines (BS)

Unfolding tragedy of loan against shares (Mint)

The REIT stuff? (Humble Dollar)

Who makes your clothes? (Forbes)

Interview with Marc Andreessen (NYMag)

Here’s how Amazon can get away with never earning a profit (BI)

The great recession broke the American Economy (Buzz Feed)

The Mutual Fund that has not sold stocks since 1935 (Kush Katakia)