Deconstructing the Rural economy

Monday, March 25th, 2019

Fascinating discussion on underlying drivers behind rural economy distress and what can be done to address it. Some interesting points raised: Are MSPs effective and actually getting to the end beneficiaries? Is this a band-aid that, without structural changes to agriculture, will create further problems down the line Are loan waivers a permanent subsidy because […]

Linkfest – 102

Wednesday, March 20th, 2019

Some articles from across the web in the last few weeks: India leads the pack in active management – Ritholtz The Aldi disruption – The Guardian The Nifty 50 no longer reflects the Indian economy – Saurabh Mukherjea Is philanthropy growing in India? – Bloomberg Quint The future of diamonds is synthetic – Youtube

Management lessons from India unInc

Tuesday, March 12th, 2019

Nice video by Raghu Raman talking about how Indian SMEs function. There are so many lessons we can learn from India unInc which most corporates discount as being unorganised and therefore not worth examining.

Monthly Market Summary: February 2019

Friday, March 8th, 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 Developed markets continued to rally in February. Emerging markets, including India fell by about one per cent in the month. Long term […]

Linkfest – 101

Wednesday, March 6th, 2019

Some articles from across the web in the last few weeks: Be aware of the risks in debt funds – Moneycontrol Americas Student Loan Problem – Buzzfeed The FED vs. Bond vigilantes – Pragmatic Capitalism A bullish indicator for market breadth – Alpha Ideas Investing in lumpsum – Of Dollars and Data Howard Marks – […]