Alpha Ideas

Some stuff I am reading today morning:

Top stock picks for the new fiscal (ET)

IPO Review: Equitas Holdings (BS)

Vedanta’s misery is India’s bounty (Bloomberg)

Govt warns e-Commerce firms on discounts (Mint)

Know your merchant banker: ICICI Securities (FirstChoice IPO)

The stock market is NOT the economy (Subramoney)

The emotional risks of investing (Market Watch)

Investors should be counter-cyclical (CIO)

Of Gods,India and FMCG (Climateer)

Janet Yellen is no Paul Volcker (DR)

Some stuff I am reading today morning:

Is Ricoh India another Satyam ? (RJ)

Lessons from Lupin’s crash (Capital Mind)

High yield UDAY bonds find many takers (ET)

Pathetic track record of Merchant Banker Kotak (FirstChoice IPO)

Tata Steel to exit Britain (Telegraph)

How the Sangh Parivaar screwed Monsanto (ET)

What you need to know before starting a SIP (FreeFinCal)

The rise and fall of Tim Leissner,Goldman’s man in Malaysia (Bloomberg)

The What,Why and How of Quality Stocks (Morningstar)

How to avoid the problem of short termism (PragCap)