Linkfest

Saturday, April 30th, 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 mismatch in value between food stocks procured by states and the loans they have taken against them (Banker’s Trust)
• Gujarat is defaulting on its renewable purchase obligations in the power sector. What does it imply when the same policies are being taken to a national level? (Business Standard)
• The put option in India’s unicorns (Livemint)
• India is the biggest virtual exporter of water (Livemint)
• Budget allocation for health was less than half the total funds promised (Livemint)
• LIC’s black box of debt (Livemint)
• The MCA portal is a pain to use (Livemint)
• Uber vs Ola: Legal edition (Business Standard)

 

General:

• The unravelling of the unicorn fantasy (Quartz)
• The decline of manufacturing jobs. What does it mean for India? (NY Times)
• Societe Generale got China right (FT Alphaville )
• Kicking the can down the road (AVC)
• How the media blows things out of proportion (Visual Capitalist)

 

Investing:

• Market losses are one constant that don’t change over time (A Wealth of Common Sense)
• Enough with the uncertainty! (MarketWatch)
• There are no good gold analysts (Pragmatic Captalism)
• Interview with Kenneth Andrade (Stable Investor)

 

 

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