Alpha Ideas

Some stuff I am reading today morning:

Govt to sell 10% stake in NALCO today (Mint)

NSE probing F&O trades in India Bulls Real Estate (MC)

100 stocks that FIIs lapped up in Q4 FY2017 (ET)

RIL briefly overtakes TCS as most valuable firm (BS)

How to bet on India’s defense spending spree (Bloomberg)

Rail IPOs on its way (BL)

Maruti close to dethroning M&M for SUV crown (Quint)

Stock Analysis: MRF Ltd (Vijay Malik)

False Narratives (Pension Partners)

What happens if you woke up tomorrow and found the stock market has been closed for good? (Bloomberg)

Some stuff I am reading today morning:

Centre to divest stake in 7 PSUs (BL)

Indian Stock valuations widen premium over peers (Quint)

The journey of RK Damani (ET)

Cyrus Mistry’s petition against Tata Sons dismissed (Mint)

SC orders Aamby Valley sell off (BS)

Branded Hostels attract investor interest (Forbes)

Lufthansa: Starting local airline in India a ‘misadventure’ (Bloomberg)

Make in India, List in India (Bala)

How Herzfeld hunts for discounts in closed-end funds (City Wire)

Investment Thesis-Pen to Paper (Masters Invest)