Alpha Ideas

Some stuff I am reading today morning:

Smallcaps/Midcaps collapse post Uday Kotak’s warning (BL)

Patanjali plans to overtake HUL by next year (ET)

Federal Bank-Near term weakness an opportunity? (MC)

Interview with Charandeep Singh, Girik Capital (Morningstar)

Why Danone shut its Dairy arm in India (Quint)

Why foreign banks are going slow in India (Rediff)

Buy after 20x in a year (Amit)

Stock Talk: Scooters India (Gaurav)

The elements of entrepreneurship (Seth Godin)

The bubble that could break the world (DR)

Some stuff I am reading today morning:

Size (TRB)

Here’s how Govt will sell Air India (ET)

Gold loans-Are they slipping into grey territory? (MC)

A $ 300 Billion reason why India’s drug price cap will stay (Mint)

If LTCG tax on Equities were to return… (Quint)

Meet Sandeep Sekhri, Hong Kong Millionaire (Asia Week)

The life cycle of an investment idea (Common Sense)

Some bizarre things Bill Gross has said (Market Watch)

How 3 guys wiped out $3 Billion off  South Africa stocks in 4 days (Bloomberg)

The first decade of alternative lending (Climateer)