Linkfest

Saturday, September 24th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:


The next decade of Indian GDP growth

Friday, September 23rd, 2016

Ambit Capital has come out with a great report on the next decade of Indian GDP growth. The report is written with the goal of identifying changes in the Sensex over the next few years, but we like it because it presents the structural drivers of the economy over the next ten years. We have summarised some of these trends […]


Linkfest

Saturday, September 17th, 2016

I come across a lot of good articles from across the web. Here is a summary of a few from the last week that give food for thought:


Are we likely to see a step change in inflation?

Saturday, September 17th, 2016

Chief Economic Advisor Arvind Subramanian has given a number of recommendations to the government with the aim of incentivising pulse production and ending price volatility. If the government is able to act on these measures, it could lead to food inflation coming down structurally over the medium term.


Linkfest

Saturday, September 10th, 2016

I come across a lot of good articles from across the web. Here is a summary of a few from the last week that give food for thought:


Can India shake its dependence on coal power?

Saturday, September 10th, 2016

In recent years, there has been a huge push globally towards environmental sustainability, with the focus being on reducing carbon emissions. The advent of new technologies like solar and wind power have enabled countries to bring down their dependence on coal power. India too has started to focus much more on renewable energy, but data from […]


Linkfest

Saturday, September 3rd, 2016

I come across a lot of good articles from across the web. Here is a summary of a few from the last week that give food for thought:


Monthly Market Summary: August 2016

Saturday, September 3rd, 2016

We take a look at various asset classes in our monthly market summary and find that Indian equities have outperformed its peers on both a short and long-term basis and that debt markets have rallied sharply as well. We also look at returns of gold, crude oil and the Indian rupee. 


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