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:

 

Indian Economy:

  • Inflation crosses 6 per cent (Capital Mind)
  • FDI is rising, but not in the “Make in India” sectors (Livemint)
  • The Benami Act will bring in transparency into Indian real estate (JLL India)
  • Theoretically India is a “power surplus” nation. Then why do we suffer power cuts? (Livemint)
  • Will a strong monsoon boost gold spending? (Advisor Perspectives)
  • Senior citizens are an untapped demographic (Livemint)
  • 58 firms contributed to one-fourth of total direct taxes in FY12 (Livemint)
  • Broken promises and their consequences (BusinessLine)
  • Has SDR failed? (Livemint)

 

General:

  • The bond rally is alive and well (Gary Shilling)
  • There is no such thing as an economic miracle (Bloomberg)
  • Germany’s threat to the global economy (AEI)
  • Top-rated corporate bonds increasingly became interchangeable with sovereign debt (Bloomberg)
  • Warning signs on China (Advisor Perspectives)
  • Money has been gushing into emerging markets (Ira Dugal)
  • Most of the exodus from the alternative management industry is from “Long/short equities” (Bloomberg)

 

Investing:

 

The stuff we really need is getting more expensive. Other stuff is getting cheaper (Washington Post)

 

Aswath Damodaran on the ride-sharing business model:

 


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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