Linkfest

Saturday, October 8th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:

 

Indian Economy:

• A revival in the capex cycle will lead to a higher CAD (Livemint)
• April to September sees highest ever disinvestment by government (Business Standard)
• Will the budget merger derail the fiscal roadmap? (Business Line)
• Govt makes windfall from black money declarations (Business Standard)
• The rise of India’s neo middle class (Livemint)
• Transmission is faster in bond markets (Business Line)
• Stress building up in loan against property segment (Times of India)
• Froth building up in EPC bidding (Urbanomics)
• Make in India: Finding the right balance (Bloomberg Quint)
• Climate change could add to the woes of Indian banks (Andy Mukherjee)
• E-commerce driven by discounts, no endgame in sight (Bloomberg Gladfly)
• Automation threatens 69 percent of jobs in India (Business Line)
• Government extends MIP on steel (Capital Mind)
• Government to manage PDMA soon (Business Standard)
• Bank infusions: Where has the money gone? (Business Line)
• Remittances to India to decline by 5 per cent (Business Line)
• The new RBI (Aparna Iyer, Tamal Bandopadhyay and FT Alphaville )

 

General:

• Are we likely to see the Chinese currency take a turn for the worse? (Anantha Nageswaran)
• Solar prices plunging faster than expected (Ramez Naam)
• Tech industry is getting ready for a wave of consolidation (Telegraph)
• The flash crash of the pound (FT Alphaville )
• The mad water business (The Guardian)
• We need an entirely new approach to measure GDP growth (Niels Jensen)
• Are we reaching a turning point in the yield curve? (The Capital Spectator)
• Venture capital is a pricing game (Aswath Damodaran)
• The US has added more to global output than China over the past four quarters (Advisor Perspectives)

 

Investing:

• The fight to keep it simple (A Wealth of Common Sense)

 

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