Saturday, January 5, 2019

Weekly Readings - Jan 5, 2019

PEOPLE

Paola Cerchiello, Senior Assistant Professor of Data Science at the University of Pavia. She shared some of her thoughts on career and woman which is summarised

INVESTING

A Simple Analysis of 2018 U.S. Factor Returns

Discipline: A Necessary Condition for Successful Investing

Abhishek Basumallick, SEBI registered Research Analyst, shares his view on why the few things that matter in investing is oil price movement, jobs and demography

Jiten Parmar, from Aurum Capital, shares his view on 3 sectors

January 2019 Data Update 1: A reminder that equities are risky, in case you forgot!

A Historical Perspective of Market Corrections
Revisiting some old blogs:

Buffett Myth. There is one error in this blog. Buffett was an activist investor in some case. Not something he has practised in the last 20 years or 30 years.

Damodaran On Buffett & Munger Annual Meeting

Regulatory regime: SEBI begins 2019 with screws on cash-based trading in equity, commodity

Perspective: How Tax impacts the returns? Why fund management should also take that into account?

Perspective: When the Bubble Bursts, Consider the Anti-Bubble
POLITICS

PM Modi’s interview Jan 2019.

BUSINESS

Farmveda: The for-profit venture of a Bengaluru-based cooperative, helps farmers earn more through value-added products

Guidelines on restructuring MSME Loans

ECONOMY & ECONOMICS

This paper by Deepa S. Raj and Edwin Prabu A. examines the impact and implications of Tamil Nadu’s agricultural loan waiver scheme of 2016, based on data collected through a field survey of seven districts of the state as well as farm loan transactions data obtained from select primary agricultural co-operative credit societies. The empirical findings of the paper suggest that in the immediate post-waiver period, near the cut off acreage of 5 acres, the probability of obtaining credit was higher for non-beneficiary farmers than for beneficiary farmers. However, the difference in post-waiver access to credit to the beneficiary farmer and the non-beneficiary farmer comes down as the supply of funds for agricultural loans normalises.

In the wake of greater fiscal activism advocated globally to revive economies after the 2008 financial crisis, Indranil Bhattacharyya and Atri Mukherjee examine the efficacy of fiscal policy in stimulating economic growth of 20 major Emerging Market Economies. Their findings indicate the ineffectiveness of expansionary fiscal policy in stimulating economic growth. Controlling for financial factors that caused the growth slump and truncating the sample regarding pre- and post-crisis years, the impact of fiscal stimulus turns out to be positive and statistically significant in the latter period. These findings suggest that the observed slump in growth in the post-crisis period would have been much sharper in the absence of stimulus, implying that fiscal activism pursued by these EMEs was successful in arresting the downside of growth.

New investments in India plunge to 14-year-low

What Would A Transfer of Power From Baby Boomers To Generation X Look Like?

Mohamed A. El-Erian: Life Is Getting Harder for Central Banks
https://www.bloombergquint.com/view/fed-and-ecb-get-blamed-for-stock-market-turmoil#gs.BEbRyOpS

BOOK REVIEW

FDI in India: History, Policy and the Asian Perspective by Manoj Pant and Deepika Srivastava

MANAGEMENT

Management lessons from the Ramakrishna Mission

Eight shifts that will take your strategy into high gear

An interview with Nobel laureate Richard Thaler

Bots, algorithms, and the future of the finance function

OFFBEAT

We Humans, Without Humanity

Protein Obsession

A Glimpse Of The Suburban Grotesque

When Standards Slack and Editorial Bosses Care Less About Facts

Pakistan & Female Cops

Old Age Can Also Be Interesting. Like These The 90s Gang

Raymond Group: The Battle Between Father & Son

TECHNOLOGY

Man Loses Rs 1.89 Crore After 6 Calls: How You Can Avoid The ‘SIM Swap’ Fraud. While I have been reading about this tact for about a year now. The trend has caught up with higher reporting.

No comments:

Post a Comment