Alpha Ideas

Some stuff I am reading today morning:

Montier:We haven’t been this risk averse since 2008 (CWG)

How to destroy a market, China-style (Big Picture)

ED unearths India’s biggest hawala racket (Moneycontrol)

Maruti plans to export to Japan ! (Mint)

140 years of BSE (BS)

Karvy’s Top 10 Large Cap Picks (RJ)

Edelweiss Research Report:Yes Bank (MyIris)

Falling into the technical charting trap (Gaurav)

3 Kickass entrepreneurship lesssons from J D Power (TRB)

Who would benefit from a stock market correction? (Common Sense)

Some stuff I am reading today morning:

China crashes-over half of Chinese stocks suspended (Zerohedge)

USL gets out of UBL (FE)

Is the TCS stock a safe haven? (Mint)

HDFC Sec:Model Portfolio (RJ)

Nomura Research Report:Shriram Transport Finance (MyIris)

The hugely profitable legal way to game the stock market (Bloomberg)

Why momentum investing works (Common Sense)

The Xi Jinping put (Quartz)

The ‘Wisdom of Crowds’ is not wise (Bloomberg)

A London Hedge fund lost 1.2Million $ in a phone scam (Bloomberg)

Some stuff I am reading today morning:

Some points from meeting with Prashant Jain (Wise Wealth)

Concerns about the valuation of the broad equity markets (Ajay Shah)

Are housing finance stocks on shaky ground? (Outlook Business)

Weak markets unsettles Lodha Developers (BS)

Kotak:Mid-level IT jobs at risk (NDTV)

Barclays Capital: CESC (IndiaER)

Spotting winners in mutual funds (Outlook Money)

Where can you invest your emergency fund? (Good Moneying)

10 Consequences of Greece’s No Vote (Bloomberg)

Chinese investors are hit hard by market turn (NYTimes)