Alpha Ideas

Some stuff I am reading today morning:

The presentation which is shaking the markets (Ministry of Finance)

GIC Re to list today (BL)

So Vishal Sikka was right after all (MC)

Infosys Board exposes the pettiness of Narayan Murthy (ET)

The Last Minute AGMs (IIAS)

What the charts don’t tell you (Common Sense)

Momentum investing has a place in portfolios (Ben Carlson)

What’s a star analyst really worth? (Bloomberg)

Bitcoin as a way to short things (Prof Varma)

How monetary policy caused China’s 100 years of humiliation (SCMP)

Some stuff I am reading today morning:

N Chandra’s quick moves at the Tata Group (ET)

The untold story behind IndusInd-BharatFin merger (Mint)

Diwali Sale is yet to come to the markets (Bala)

Poor showing by pharma stocks (BL)

NBCC: Building India (Forbes)

How the real rich are different (Subramoney)

Over bought (Credit Writedowns)

What’s in store for gold? (Katusa)

Crypto Currencies could be worth $200 Trillion one day (Altucher)

On Time’s role in investing (Of Dollars & Data)