Alpha Ideas

Some stuff I am reading today morning:

India is now world’s most expensive market (ET)

US Fed signals Dec rate hike (Mint)

Sales of new homes plunges (FE)

Khadim India’s IPO opens today (Quint)

IPO Analysis: Khadim (SP Tulsian)

Shareholders flex their muscles (IIAS Advisory)

Royal Enfield: Cruising on nostalgia (OB)

Get rich with conspicuous consumption (Money Mustache)

Polychain: A hedge fund which invests in only crypto assets (A VC)

It’s better to kick them when they are down (All Star Charts)

Some stuff I am reading today morning:

Why PE funds are getting attracted to the Indian Steel Sector (Vikas)

FPIs rush to catch the market rally (BL)

Modi’s reaction to India’s historic jump in Ease of Business rankings (FE)

Avoid New India Assurance IPO (Mint)

IPO Review: Mahindra Logistics (SP Tulsian)

GST may drive mega sale in December (ET)

Uflex Ltd: A mispriced bet? (Jiten Parmar)

DoCoMo has its payday (Quint)

Plastic Bears (TRB)

Value Investing Deadpool (Macro Tourist)