Wednesday, March 20th, 2019
Some articles from across the web in the last few weeks: India leads the pack in active management – Ritholtz The Aldi disruption – The Guardian The Nifty 50 no longer reflects the Indian economy – Saurabh Mukherjea Is philanthropy growing in India? – Bloomberg Quint The future of diamonds is synthetic – Youtube
Wednesday, March 6th, 2019
Some articles from across the web in the last few weeks: Be aware of the risks in debt funds – Moneycontrol Americas Student Loan Problem – Buzzfeed The FED vs. Bond vigilantes – Pragmatic Capitalism A bullish indicator for market breadth – Alpha Ideas Investing in lumpsum – Of Dollars and Data Howard Marks – […]
Monday, February 18th, 2019
Some articles from across the web in the last few weeks: Four policy signals from the Budget – Hindu Business Line The Biggest Valuation Spread in 40 Years – Meb Faber Fickle Fortune – Of Dollars And Data The Futility of Market Timing – Albert Bridge Capital Low-Priced Stocks – Safal Niveshak
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]