Alpha Ideas

Some stuff I am reading today morning:

Global bond rally near ‘panic’ level (Bloomberg)

FIIs have already pulled out 2 Billion $ in 2016 (BS)

Nifty and Bear Markets (Prashanth)

ETFs could crash hard (Bill Bonner)

Gold prices hit one year high mark (FE)

Taxation ahead for long term capital gains? (VRO)

What is your personal inflation rate? (Subramoney)

Using NPS to save tax worth Rs.15,450 (One Mint)

Why do companies pay dividends at all? (PragCap)

How mutual fund distribution is evolving in India (Morningstar)

Some stuff I am reading today morning:

BSE hires merchant bankers for its IPO (MoneyControl)

Prashanth Jain faces heat as investors exit (RJ)

What went wrong with Kitex Garments (Capital Mind)

IPO grey market abuzz with activity (Mint)

Read this before buying insurance (Bala)

How to Buy and Sell Direct Mutual Funds (FreeFinCal)

Investing in your old age (Subramoney)

How bottom up stock pickers endure bear markets (TRB)

Gold traders are betting on a bigger comeback (Bloomberg)

Biggest Technology Change in next 5 years (A VC)

Some stuff I am reading today morning:

SEBI uses Facebook for insider trading evidence (Mint)

Citi:We should all fear Oilmageddon (Bloomberg)

Is Crompton Greaves an investment opportunity? (BS)

My Marico stock experience (Value Investor India)

Confession of a Value Investor (Outlook Business)

The great thing about dividends (Common Sense)

The death of stock markets (VRO)

Using “normal” drawdowns as a timing signal (EconPic)

Ray Dalio’s No 2 is trying to impeach him (Dealbreaker)

How Rocket Internet made billions (Hustle)