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 […]
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 […]
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 […]
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 […]
Wednesday, September 5th, 2018
Interesting commentary from across the web in the last few weeks: Why monopoly is the future – IdeaFaktory News? The stock market doesn’t care – Howard Lindzon & Barry Ritholtz Show me the incentives and I will show you the outcome – The Reformed Broker Tesla and software disruption – Benedict Evans In health […]
Thursday, August 30th, 2018
Interesting commentary from across the web in the last few weeks: REITs vs. other asset classes and vs. private real estate – Verdad A portfolio is not a plan – The Reformed Broker The flurry of stock buybacks and their implications – Ajit Ranade Its hard to be an Intelligent Investor – Validea Urjit […]
Monday, August 20th, 2018
Interesting commentary from across the web in the last few weeks: Anoop Vijaykumar – How many investments will survive? – Capital Mind Annotated reading list of Indian Bankruptcy reform – The Leap Blog The role of housing and equity prices on inequality – Urbanomics Five niches that could still survive active management – Barry […]