Linkfest – 99

Friday, February 1st, 2019

Some articles from across the web in the last few weeks: Are Market Moves Happening Faster? – A Wealth Of Common Sense Blockchain Can Wrest the Internet From Corporations’ Grasp – Wired Macro overview of the Indian economy over the last 5 year – Livemint Stress and Investing – Safal Niveshak The past, present and future of farm loan waivers in India – CNBC TV18 How Japan […]


Linkfest – 98

Friday, January 11th, 2019

Some articles from across the web in the last few weeks: E-commerce: The battle for India’s giant retail market – Economic Times New investments in India plunge – Livemint Cronyism in financial policy – Debashis Basu E-Commerce FDI Policy: Bored Game – Bloomberg Quint 10 Things Investors Can Expect in 2019 – A Wealth of Common Sense A bond market update – Aswath Damodaran Seven Big Ideas from Fooled […]


Linkfest – 97

Monday, December 31st, 2018

Some articles from across the web in the last few weeks: There’s No Such Thing As A Part-Time Watchdog – Bloomberg Quint Smaller FMCG firms race ahead, put bigger rivals on notice – Livemint India is missing the wake-up call from its shadow-bank bust – Bloomberg Are consumption stocks invincible? – Business Line Weaker growth […]


Linkfest – 96

Friday, November 23rd, 2018

Interesting commentary from across the web in the last few weeks:   Over dependence on cab aggregators is hurting auto profits – Scroll.in No One is Crazy – Morgan Housel Thriving With Systematic & Discretionary Investing – The Integrating Investor How the contracting PE multiple stole 2018 – The Reformed Broker Coffee Can Investing: Rajeev […]


Linkfest – 95

Monday, October 29th, 2018

Interesting commentary from across the web in the last few weeks:   MIB: Howard Marks, Oaktree Capital – The Big Picture Confessions of an equity analyst – Value Research The impact of NBFCs on fund flow to the economy? – Bloomberg Quint The $80 Trillion world economy in one chart – Visual Capitalist The next […]


Linkfest- 94

Tuesday, October 9th, 2018

Interesting commentary from across the web in the last few weeks:   How high is EM corporate debt? – Advisor Perspectives Global cost of housing – Bloomberg Quint The framework of the MPC – Bloomberg Quint The bond market in a rising rate scenario – A Wealth of Common Sense The performance of PMS in this market […]


Linkfest – 93

Monday, October 1st, 2018

Interesting commentary from across the web in the last few weeks:   RBI policy is less relevant now, guidance is key – Tamal Bandyopadhyay CP issuances slide amidst liquidity crunch – Bloomberg Quint India’s health-insurance scheme – The Economist Summary of the Aadhaar verdict – Bloomberg Quint Lessons from the 12 IBC cases – Bloomberg Quint The […]


Linkfest – 92

Monday, September 24th, 2018

Interesting commentary from across the web in the last few weeks:   The new breed of FMCG startups – Bloomberg Quint The misleading narratives of our time – Urbanomics Death of passive management? – Institutional Investor Spot electricity spikes turning structural? – Livemint A fix to the commission problem – ValueResearch The US Tax reform gave […]


Linkfest – 91

Monday, September 17th, 2018

Interesting commentary from across the web in the last few weeks:   EM rout is not made in America – FT Alphaville Why your time horizon isn’t long enough – Of Dollars and Data Amazon’s Antitrust Paradox and India – Capitalmind Lessons from 2008 – Safal Niveshak Making private public – Irrelevant Investor What does […]


Linkfest – 90

Wednesday, September 12th, 2018

Interesting commentary from across the web in the last few weeks:   The default by IL&FS and its impact on debt mutual funds – Bloomberg Quint The dramatic shift in macros and its impact on the debt market – Suyash Choudhary India: 10 years after Lehman Crisis – Jehangir Aziz Heavy M&A activity underway in […]


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