Linkfest

Sunday, April 24th, 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:

 

Indian Economy:

  • The budget deficit is probably wider than it appears (Bloomberg)
  • Global Fraud Survey suggests that a large number of Indians CFOs will take unethical means to achieve their targets (Livemint)
  • We are getting maximum governance with maximum government (Business Standard)
  • Why we don’t “feel” the GDP growth (The Hindu BusinessLine)
  • Indian states and their flip flops on prohibition (Business Standard)
  • Innovation in private sector lending and its potential consequences (Livemint)
  • Demographic time bomb? (Saurabh Mukherjee)

 

General:

  • Industry consolidation and concentration has increased over the years in America (Ritholtz)
  • The struggling American middle class (The Atlantic)
  • Majority of financial crises over the past several decades have been a consequence of the combination of the rising leverage of banks and their increasing concentration in real estate lending (RealClearMarkets)
  • OPEC and game-theory (Aleph Blog)
  • Supply side drivers in oil markets (Reuters)
  • Is China recovering? (Marginal Revolution)

 

Investing:

  • Expect more buybacks in the Indian Market in the future because of the new tax on dividends (The Economic Times)
  • Sell in May and go away? (CFA Institute)
  • Is Private Equity worth it or should you stick to public markets? (ETF.com)
  • Nice video by Axis Mutual Fund on credit quality:

 


About the author

Rishad is the founder of Kairos Capital. He started his career with Standard Chartered Wealth Management and has extensive experience in markets, particularly in terms of mutual funds and stocks.

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