Alpha Ideas

Some stuff I am reading today morning:

How Milan Patel made a killing in the market (Bloomberg)

Rajan explains the rot in PSU Banks (Vivek)

Nilesh Shah:Sell your house & Buy Equity (Money Control)

Asset Allocation-Importance and Responsibility (Subramoney)

Nifty P/E Ratios still too high (Capital Mind)

Infosys on track to meet $20 Billion target (Mint)

Is SBI under valued? (Morningstar)

Gold:Hedging for what exactly? (Charles)

Short Term Rebounds on Downtrends are common (Price Action)

India’s cheapest smartphone at Rs.251 (3.5$) (BS)