Alpha Ideas

Some stuff I am reading today morning:

Housing.com CEO gifts his personal shares worth Rs.150-200 Cr to staff (BS)

SEBI takes the axe to  ESOPs  (ET)

Profile: Chitra Ramakrishna (Mint)

Nifty has not kept up pace with inflation since 2008 (Capital Mind)

Maran’s media empire faces bleak future (Firstpost)

Pantaloons: Changing with the times (Outlook Business)

Research:Understanding the Total Portfolio approach (Orcam)

Index funds killed the Mutual Fund star (Market Watch)

Liquidity Risk: Same as it ever was (Common Sense)

Japan’s Third Lost Decade (Daily Reckoning)

Some stuff I am reading today morning:

Stocks tumble as rupee falls to 20 month low (BS)

Existing banks are running scared (ET)

Reliance got a judge on its payroll (IndiaSamvad)

Inside Information at the Jubilant Industries counter? (RJ)

India bullied by Foreign Portfolio Investors (Gaurav)

Nomura Research Report: Bank of Baroda (MyIris)

Using volatility to make asset allocation decisions (Common Sense)

Using a fundamental index (Investor Field Guide)

Oil is not coming back.Here’s why (Bloomberg)

How to build a Unicorn from scratch and walk away with nothing (Heidi)