Linkfest

Saturday, August 27th, 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:


Will the FED raise rates in a negative yield world?

Saturday, August 27th, 2016

At the Jackson Hole economic symposium, Janet Yellen said: “the case for an increase in the federal funds rate has strengthened in recent months”. This was based on improvement in the labour market and on the economic outlook for the domestic economy. But the US economy cannot be looked at in isolation and it may be harder for the […]


Linkfest

Saturday, August 20th, 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:


Quarterly Equity Valuations Update

Friday, August 19th, 2016

We take a look at equity valuations for the Nifty 50 in August 2016 and find that markets are a little expensive from an earnings point of view. 


Linkfest

Sunday, August 14th, 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:


Which are the most stressed sectors in India?

Wednesday, August 10th, 2016

The bad loan crisis is one of the biggest pain points in the Indian economy today. We take a look at the RBI’s latest Financial Stability Report to identify which stressed sectors contribute most to the NPA problem.


Linkfest

Saturday, August 6th, 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:


Who is benefitting from the bad loans crisis?

Tuesday, August 2nd, 2016

Every crisis presents opportunities. We find that Indian private sector banks are taking full advantage of the bad loans problem and are taking a sizeable share of the market from public sector banks, scheduled commercial banks and even foreign banks. 


Linkfest

Monday, August 1st, 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:


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