Alpha Ideas

Some stuff I am reading today morning:

Indigo IPO is over booked (FE)

Indian middle class is 24 million,not 264 million (BS)

Ananya Birla:Her father’s daughter (Forbes)

Falguni Nayar:Fashion Banker (OB)

How will Just Dial arrest its slowdown? (BL)

Top Quality Muhurat Picks by ICICI Direct (RJ)

Inactive intra-day trading (Prashanth)

Safekeeping of your investments-management integrity (Subramoney)

The Dollar ate our profit (Bloomberg)

Are Private Equity returns over stated? (Common Sense)

Some stuff I am reading today morning:

Why Axis Bank shares fell over 7% (BS)

Stocks that pass Buffett’s ‘basic screen test’ (ET)

A bet on your own life (VRO)

Insurance gets a new distribution avenue (Mint)

The small cap secret noone ever told you (Irrelevant Investor)

Bubbles and Fools (Big Picture)

Back to the Future:A 100x Perspective (DR)

Which asset allocation weights work the best? (AA)

Do not go for the exacta (AQR)

Meanwhile in an average German city (ZH)

Some stuff I am reading today morning:

NDA plans to rewrite tax laws (Mint)

The  increasing role of anchor investors (BS)

Emerging Markets:Bargain Hunters Beware (Schwab)

Investing Vs Flipping (RA)

Sovereign Wealth Funds in the new era of oil (IMF)

Warren Buffett:Why hedge funds fail (MarketWatch)

Invest in God’s own hedge fund (Deal Breaker)

China has credit bubble of epic proportions (Marc Faber)

Buy the winners (SRS)

On Fund Survivorship (Evidence Based Investor)