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Sellside Research

Connecting the dots:Morgan Stanley India View June 2013

[gview file=”https://alphaideas.in/wp-content/uploads/2013/07/connecting-the-dots-14.06.13.pdf”]

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Cartoon

Cartoon:Char Dham

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HedgeFunds Video

What are hedge fund replicators?

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Links

Linkfest:July 01,2013

Some stuff I am reading today morning:

Reliance on course to emerge as a value creator (ET)

Rupee at 60:Options before RBI (Mint)

Stop buying too many policies (BS)

There is no Bihar model of development (Firstpost)

Its time to make some money (RohitChauhan)

Who’s the Rambo?Modi or Media (UsualSuspects)

The rich get fooled too (Subramoney)

The passive indexing crowd should reconsider (PriceActionLab)

The hardest trade on earth right now (TRB)

Enterprise Value, Firm Value and Market Cap (AswathDamodaran)

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Links

Weekend Mega Linkfest:June 29,2013

Some interesting off beat reads for the weekend:

A compendium of the most intellectual jokes (Reddit)

Photo gallery:From Sangh worker to Brand NaMo (IndiaToday)

Climbers recount murder on Nanga Parbhat (NationalGeographic)

Retirement homes in vogue in India (Reuters)

A deadly triangle-India,Pakistan and Afghanistan (Brookings)

Ford EcoSport Official Review (TeamBHP)

Wikipedia founder Jimmy Wales is not an Internet Billionaire (NYTimes)

In Pictures:India’s very own Man of Steel (UnrealTimes)

Travelogue:Lake City Udaipur (Ghumakkar)

Conspiracy (GreatBong)

Movie Review:Raanjhanaa (VigilIdiot)

The Mystery of Online Movie Ticketing (Rodinhoods)

Do more with Feedly RSS Reader (Labnol)

P V Narasimha Rao reinvented India.So why is he forgotten? (National)

The humble manoeuvre (Outlook)

Good is in the details (Newslaundry)

Uttarakhand:A model of disaster (Tehelka)

Article 370:The untold story (IDR)

Gold continues to glitter (Open)

I agree with Madhu Kishwar (Newslaundry)

How Solar can save India’s farmers (Smithsonian)