Vishal Khandelwal on Investing

Wednesday, February 20th, 2019

Great talk by Vishal Khandelwal at the Value Investing summit in Kuala Lampur. He quite neatly captures the pitfalls and challenges to successful long term investing. It is a great starting point for investors looking to understand how to approach investing in financial markets. You can find the presentation slides to this talk on his website: Safal Niveshak. I particularly liked the way he […]

Linkfest – 100

Monday, February 18th, 2019

Some articles from across the web in the last few weeks: Four policy signals from the Budget – Hindu Business Line The Biggest Valuation Spread in 40 Years – Meb Faber Fickle Fortune – Of Dollars And Data The Futility of Market Timing – Albert Bridge Capital Low-Priced Stocks – Safal Niveshak

Developments in Cooperative Banking

Wednesday, February 13th, 2019

The RBI recently released its Report on Trend and Progress of Banking in India 2017-18. In the report they have a whole section dedicated to developments in cooperative banking. Cooperative banks play a significant role in boosting financial inclusion because they provide credit to the unbanked segments of society. I found some of the data […]

Humanity and AI

Monday, February 11th, 2019

Another great talk from the a16z Summit by Frank Chen who is a partner at Andreessen Horrowitz. A lot of the discussion about AI is around the disruption it creates to jobs, both in high skill and low skill professions. Tech-optimists on the other hand talk about how technology eventually creates new jobs that we […]

Monthly Market Summary: January 2019

Monday, February 4th, 2019

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. We use data for these charts from Global Equities The Sensex was flat for the month but has underperformed its peers in both emerging and developed markets. Broader markets rallied sharply […]

Linkfest – 99

Friday, February 1st, 2019

Some articles from across the web in the last few weeks: Are Market Moves Happening Faster? – A Wealth Of Common Sense Blockchain Can Wrest the Internet From Corporations’ Grasp – Wired Macro overview of the Indian economy over the last 5 year – Livemint Stress and Investing – Safal Niveshak The past, present and future of farm loan waivers in India – CNBC TV18 How Japan […]