Alpha Ideas

Some stuff I am reading today morning:

Lenders to take over Anil Ambani’s RCom (Quint)

How Viral Acharya’s presence moved the bond market (ET)

Mahindra Logistics IPO opens today (Mint)

SEBI’s diktat on Aadhar spooks foreign investors (BS)

Hindustan Aeronautics gets SEBI nod for IPO (BL)

AllCargo Logistics: Turnaround story? (RJ)

Finally time to buy stock market vol? (Macro Tourist)

5 Questions-When to sell? (Barry)

The full reset (Collaborative Fund)

10 Questions I am pondering about the markets (Ben)

Some stuff I am reading today morning:

IDFC Bank,Shriram set to call off merger talks (ET)

11,000 Crores worth of IPOs this week (MC)

IPO Review: Mahindra Logistics (IPO Central)

Listing plans of the HDFC Group (Deepak Parekh)

Are the decks clearing for a RBI rate hike? (Mint)

Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)

The biggest stock collapse in world history (Bloomberg)

Money for nothing (Seth Godin)

Bitcoin-Errors of Omission/Commission (Howard)

I Scam Yous (A VC)