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

---

---

---