Linkfest

Friday, April 28th, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Value Migration

Wednesday, April 26th, 2017

Disruption is the buzzword in the new economy. Major shifts in the economic landscape and the advent of new technologies are enabling start-ups to challenge established models of doing business. These new emerging businesses make disproportionate returns and capture a significant part of the new value they create. Value migration is a term aimed to […]


Linkfest

Friday, April 21st, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Quarterly Equity Valuations: April 2017

Friday, April 21st, 2017

We take a look at equity valuations and find that they continue to trade in an expensive range. We use data from the NSE website starting from when it is available in January 1999 to look at the P/E Ratio, P/B ratio and the dividend yield of the index and compare it to past history.


Linkfest

Saturday, April 15th, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Will Emerging Markets continue their historical outperformance?

Saturday, April 15th, 2017

Emerging markets and developing economies have become increasingly important in the global economy, not just as centers of production but also as final destinations for consumer goods and services. But can they continue to outperform developed markets over the medium term? The IMF in its latest World Economic Outlook seems to think it will be […]


Linkfest

Sunday, April 9th, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Who will benefit the most from GST?

Friday, April 7th, 2017

The Goods and Service tax (GST) is now in the final stages of being passed and is waiting for presidential assent to be made into law. This is a big reform for the economy and will usher in a structural shift in the way business is conducted in India. 


Linkfest

Saturday, April 1st, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Monthly Market Summary March 2017

Saturday, April 1st, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


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