Alpha Ideas

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Chart:Total Real Return Indexes

If this happens, its a paradigm shift and a massive game changer !!

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Some stuff I am reading today morning:

Howard Marks on Luck and Risks (Wharton) (Hat Tip Dr.Jaswant Gandhi)

Reliance’s gas fields has produced more squabbles than gas (Economist)

For Indian markets it’s Janet Yellen Vs Narendra Modi (Mint)

SUUTI to sell 9% in Axis Bank (ET)

How India Inc uses mergers for fraud (BS)

You can’t avoid asset allocation even if you try (CapitalSpectator)

Best senior citizen health plans in India (BasuNivesh)

The Varanasi Wake Up Call (MediaCrooks)

Your very own black swan strategy (CommonSense)

Chinese businessman buys a puppy for 2 Million $ (Gawker)

ICICI Pru is one of the largest life insurers in India.

Around 99.8% shares are held by promoters and around 0.2% have been given to employees as stock options

There is an offer of sale of the shares of ICICI Pru.

This is recommended only for patient investors as there is no visibility on the company going public.

If interested,please email me at Alpha Ideas.

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