Linkfest: August 10, 2018
What I am reading today Do "sin taxes" work? (Economist Explains) Why security experts hate that "blockchain voting" will be used in the midterm elections (MIT Technology Review)
Posts
Linkfest: August 09, 2018
What I am reading today Tencent to merge Doctorwork with Trusted Doctors to build its online and offline medical network in China (SCMP: China Tech) Alleviating rural poverty through alternative means of livelihood development (India at LSE)
Linkfest: August 08, 2018
What I am reading today The interesting case of employee promotions (Gulzar Natarajan: Urbanomics) Crossing $1 Trillion: What's Next for Apple? (Knowledge@Wharton)
Linkfest: August 07, 2018
What I am reading today How new benami law can penalise genuine deals (Mint) Apple, Facebook and YouTube Remove Content From Alex Jones and Infowars (NYT Technology)
Linkfest: August 06, 2018
What I am reading today Take note of this corporate art form (Mint) Three Principles to Bring the Best New Ideas to Life Philip Black (Drucker Society Europe)
Linkfest: August 05, 2018
What I am reading today Fintech Week – Of Course The Stock Market is Shrinking (Trends... Find them, ride them and get off.) Simple that's why (Dr Muthukrishnan)
Linkfest: August 04, 2018
What I am reading today Of decaying dreams & the mundanely mysterious: The eerie irresistible sci-fi art of Simon Stålenhag's Tales From The Loop (FactorDaily) SME ecosystems around the world are evolving quickly. Banks considering moves into this realm will benefit by learning from the pioneers. http://spr.ly/6016Ds9L8 (Bain Alerts)
Linkfest: August 03, 2018
What I am reading today KPIs Should Never Be Tied to Compensation (INSEAD Knowledge) Outliers 66: How Zoho works (FactorDaily)
Linkfest: August 02, 2018
What I am reading today Google Might Be Ready to Play By China's Censorship Rules (Wired) The 2018 Fields Medal and its Surprising Connection to Economics! (A Fine Theorem)
Linkfest: August 01, 2018
What I am reading today Tiny, Perfect Things: A Lyrical Illustrated Invitation to Presence (Brain Pickings) What is "shadowbanning"? (Economist Explains)
Linkfest: July 31, 2018
What I am reading today Momentum Monday – Utter Disaster? (Trends... Find them, ride them and get off.) Equity Investing is easy…or is it? (Subramoney)
Linkfest: July 30, 2018
What I am reading today What is at stake in Zimbabwe's election? (Economist Explains) Bob Luddy and the Thales Academy (Marginal REVOLUTION)
Linkfest: July 29, 2018
What I am reading today High-tech policing can help nail and jail culprits behind mob violence (Swaminathan A Aiyar) Will Retirement make you lazy? (Subramoney)
Linkfest: July 28, 2018
What I am reading today Classics that belong on every bookshelf: The New Worlds Weekly Recap (The Reviews Edition) (FactorDaily) Imran Khan's unsportsmanlike win in Pakistan (Economist: Asia)
Linkfest: July 27, 2018
What I am reading today Back to the 1930s: Do US tariffs signal a shift to Smoot-Hawley-type protectionism? (Brookings: Economics) Outliers 65: Nikhil Pahwa on fighting India's internet battles, being an angry young man (FactorDaily)
Linkfest: July 26, 2018
What I am reading today Updater Services: Beating the staffing blues (Forbes India Magazine) Full-fibre broadband by 2033? I wish I could believe you, minister (Spectator: Martin Vander Weyer)
Linkfest: July 25, 2018
What I am reading today Nazis And Dead Dogs: Spaceflight Before The Space Race (Discover Magazine) Why does Japan have so much plutonium? (Economist Explains)
Linkfest: July 24, 2018
What I am reading today Momentum Monday – Records are Made to Be Broken (Trends... Find them, ride them and get off.) Fundamental Analysis Tools for Investors in India ()
Linkfest: July 23, 2018
What I am reading today Guyana estimate of the day (Marginal REVOLUTION) What is a heat wave? (Economist Explains)
Linkfest: July 22, 2018
What I am reading today Meet the Career Changers (FT: Management) Satellite images give the lie to claim that the deadly Branson thunderstorm "came out of nowhere" (Discover Magazine)
Linkfest: July 21, 2018
What I am reading today Will the umbrella never evolve? (Mint) When Will It Be Safe to Undelete Uber? (Felix Salmon)
Linkfest: July 20, 2018
What I am reading today Outliers 64: How Infosys founder Narayana Murthy makes decisions (FactorDaily) Creating good B2B content marketing strategies is tough (afaqs!: Guest Articles)
Linkfest: July 19, 2018
What I am reading today 3 reasons ad folks should take a more honest look at Facebook (afaqs!: Guest Articles) Credit score 101 (Subramoney)
Linkfest: July 18, 2018
What I am reading today Lawmakers Don't Grasp the Sacred Tech Law They Want to Gut (Wired) Bitcoin ponzi king Amit Bhardwaj offers INR to victims; Zebpay joins investigation (FactorDaily)
Linkfest: July 17, 2018
What I am reading today Why Sinclair's Bid to Buy the Tribune Company Might Die (Wired: Business) Investing used to be very easy (Subramoney)
Linkfest: July 16, 2018
What I am reading today Huawei says whistle-blower's accusation it ordered staff to spy at US telecoms event is 'completely groundless' (SCMP: China Tech) Life of banks after five decades of nationalization (Mint)
Linkfest: July 15, 2018
What I am reading today AI can destroy jobs but sex bots may wreck much more (Swaminathan A Aiyar) Let's talk investing with Shravan Sreenivasula ()
Linkfest: July 14, 2018
What I am reading today 'It Won't Happen to Me': Why People Don't Prepare for Disasters (Knowledge@Wharton) a16z Podcast: The Scientific Revolution of Ancient DNA (Andreessen Horowitz)
Linkfest: July 13, 2018
What I am reading today Factfulness (Barel Karsan) Doubtnut: Doing more than maths (Forbes India Magazine)
Linkfest: July 12, 2018
What I am reading today Why Household Debt Should Have Executives Taking Ambien (Ivey Business Journal) Visualizing the World's Largest Importers in 2017 (Visual Capitalist)
Linkfest: July 11, 2018
What I am reading today How to take advantage of rising short term interest rates (Moneycontrol) Ex-Apple Employee Accused of Stealing Self-Driving-Car Tech (Wired: Business)
Linkfest: July 10, 2018
What I am reading today The challenges with Telangana's farm income transfer experiment (Gulzar Natarajan: Urbanomics) Momentum Monday – Outrage Remains Contained To Tweets (Trends... Find them, ride them and get off.)
Linkfest: July 09, 2018
What I am reading today Law and Autonomous Systems Series: What is a Smart Contract? (Oxford Business Law Blog blog) Child-Lifting Rumours: 33 Killed In 69 Mob Attacks Since Jan 2017. Before That Only 1 Attack In 2012 (IndiaSpend)
Linkfest: July 08, 2018
What I am reading today Tencent's WeGame platform in push to go global, heating up rivalry with PC gaming site Steam (SCMP: China Tech) The Day Freedom Died (Barel Karsan)
Linkfest: July 07, 2018
What I am reading today a16z Podcast: Beyond Zero-Sum Thinking in the Game of Tech… and Life (Andreesson Horowitz) Long Road Ahead: The Promise — and Perils — of Self-driving Cars (Knowledge@Wharton)
Linkfest: July 06, 2018
What I am reading today We want to be an AI hub for social innovation: P Anandan (Forbes India Magazine) New California Bill Restores Strong Net Neutrality Protections (Wired: Business)
Linkfest: July 05, 2018
What I am reading today Enjoy your feelgood summer while you can – there may be trouble ahead (Martin vander Weyer) Gods, men and mere mortals: organisation and safety at the Kumbh Mela (India at LSE)
Linkfest: July 04, 2018
What I am reading today GE's decline is a warning to Corporate India (Mint) How to Craft a Winning Value Proposition (Visual Capitalist)
Linkfest: July 03, 2018
What I am reading today Visualizing the Best Funded Startup in Each State (Visual Capitalist) The Rise of BJP's 'Overseas Friends' (India at LSE)
Linkfest: July 02, 2018
What I am reading today Stocks market facts of the day (Gulzar Natarajan: Urbanomics) China counts on AI to find a cure for its ailing health care system (SCMP: China Tech)
Linkfest: July 01, 2018
What I am reading today Which cities have people-watching street cafes? (Marginal REVOLUTION) Indira was not Hitler, Modi is not Aurangzeb (Swaminathan A Aiyar)
Linkfest: June 30, 2018
What I am reading today The resurgence of China pessimism (Marginal REVOLUTION) Pearl Jam and The Blockchain (Trends... Find them, ride them and get off.)
Linkfest: June 29, 2018
What I am reading today From AI to drones: TCS has its foot on the innovation pedal (Forbes India Magazine) Is an Apology an Effective Marketing Campaign? (Knowledge@Wharton)
Linkfest: June 28, 2018
What I am reading today Carmakers are an undeniable voice in the Brexit debate (Martin vander Weyer) Delaying Babies, Using Toilets Could Roll Back Anaemia Crisis Of Indian Women (IndiaSpend)
Linkfest: June 27, 2018
What I am reading today Programme Spotlight: Human Capital and Leadership Initiative (HC&LI) (ISB Insight) Overcoming Overconfidence bias (Subramoney)
Linkfest: June 26, 2018
What I am reading today 9 ways to get more value from business intelligence in 2018 (CIO IT Strategy) How Big Banks Can Become Too-Big-Too-Fail (Knowledge@Wharton)
Linkfest: June 25, 2018
What I am reading today Is Public Engagement A Duty for Scientists? (Discover Magazine) Carpe Volatility…Bitcoin and Amazon (Trends... Find them, ride them and get off.)
Linkfest: June 24, 2018
What I am reading today Final installment of stochastically best books to read on each country (Marginal REVOLUTION) The Tale of Tails (Trends... Find them, ride them and get off.)
Linkfest: June 23, 2018
What I am reading today Pliny the Elder's History: Recording the past in the Naturalis Historia (History of the Ancient World) Editors' Briefing: This Week in Political Economy (June 16–23) (ProMarket)
Linkfest: June 22, 2018
What I am reading today New Species of Gibbon Unearthed in Chinese Tomb (Discover Magazine) How does debt fund's maturity roll-down help manage market risk (Moneycontrol)
Linkfest: June 21, 2018
What I am reading today Why tipping in America is up for debate (Economist Explains) Outliers 60: How AngelList works (FactorDaily)
Linkfest: June 20, 2018
What I am reading today Is Sri Lanka missing out on Asia's digital economy boom? (India at LSE) Is the AT&T-Time Warner Decision a Blow Against Antitrust? (Knowledge@Wharton)
Linkfest: June 19, 2018
What I am reading today America's First Female Mapmaker (The Paris Review) The most consistently undervalued factor contributing to a successful drug launch is the way leadership teams organize and manage the launch process. http://spr.ly/6013Dl62V pic.twitter.com/jcxz1wqLB7 (Bain Alerts)
Linkfest: June 18, 2018
What I am reading today China's national champion in voice-recognition tech is moving into hardware in a big way (SCMP: China Tech) Smaller Indian Cities Better At Managing Waste Than Larger Ones (IndiaSpend)
Linkfest: June 17, 2018
What I am reading today We Had Lunch at Chan Chan Food House in Irvine, California (Joshua Kennon) Flexible Retirement Plans (Subramoney)
Linkfest: June 16, 2018
What I am reading today Something for everyone: 5 essential science fiction anthologies you must read (FactorDaily) The Theranos Indictments Expose the Soul of Silicon Valley (Wired: Business)
Linkfest: June 15, 2018
What I am reading today Figures of the week: African and global FDI inflows weaken in 2017 (Brookings: Economics) Repeating Themes (Collaborative Fund)
Linkfest: June 14, 2018
What I am reading today For Pester of TSB, like Patterson of BT, the only way is exit (Spectator: Martin Vander Weyer) Bain Partner Juan Carlos Gay discusses the three pillars of strategy that O&G companies need to implement to stay profitable. http://spr.ly/6019DYJQP pic.twitter.com/mDG72QcDZt (Bain Alerts)
Linkfest: June 13, 2018
What I am reading today Come on, *Financial Times*…please…? (Marginal REVOLUTION) Startup Working on Contentious Pentagon AI Project Was Hacked (Wired)
Linkfest: June 12, 2018
What I am reading today Chicago Booth's Pradeep K. Chintagunta discusses Amazon's acquisition of Whole Foods and what it means #BoothMKTG http://ow.ly/RQsH30khmM9 pic.twitter.com/92MAN9OF9O (Chicago Booth Review) Why Protectionism Won't Bring Back Jobs (Knowledge@Wharton)
Linkfest: June 11, 2018
What I am reading today How bad are our public sector banks? Here are some vital stats (Mint) Has the west been won? Understanding the legal and political implications of the FATA-KPK merger (India at LSE)
Linkfest: June 10, 2018
What I am reading today *Won't You Be My Neighbor?* (Marginal REVOLUTION) Digital Seeds (Trends... Find them, ride them and get off.)
Linkfest: June 09, 2018
What I am reading today Can Awkward Conversations Make for a Stronger Corporate Culture? (Knowledge@Wharton) No Freedom at Midnight: A review of Ram V and Dev Pramanik's sci-fi comic series, Paradiso (FactorDaily)
Linkfest: June 08, 2018
What I am reading today Spare Us, Warren Buffett (Felix Salmon) How football kicked off in India (Mint)
Linkfest: June 07, 2018
What I am reading today Digital Personhood? The Status of Autonomous Software Agents in Private Law (Oxford Business Law Blog blog) Revolut announces a Robinhood-like trading product (TechCrunch: Fintech)
Linkfest: June 06, 2018
What I am reading today Earliest Pneumonia Case Older Than Dinosaurs (Discover Magazine) Joy Cone is the world's largest maker of ice cream cones (>1.5bn annually). The 100 yr old family biz relies on trade secrets to maintain its edge: an original recipe+bespoke ovens built by in-house engineers (both kept from public view). HT @jennacee28 http://www.sharonherald.com/news/outlook-joy-cone-reaches-a-milestone-that-s-been-a/article_b9341154-e3ea-511b-8d00-4ee4a370f038.html … (Devin Haran)
Linkfest: June 05, 2018
What I am reading today Is a Bank Regulation Rollback in Consumers' Best Interest? (Knowledge@Wharton) Nota bene: Tabular figures (Felix Salmon)
Linkfest: June 04, 2018
What I am reading today Looking ahead to tomorrow's LSE-UC Berkeley Bangladesh Summit: Bangladesh article special (India at LSE) Deadliest Eruption of 2018 Strikes Guatemala (Discover Magazine)
Linkfest: June 03, 2018
What I am reading today The Philosophy of Roseanne's Ambien Tweet (Discover Magazine) How Does Evolution Escape Local Maxima? (Overcoming Bias)
Linkfest: June 02, 2018
What I am reading today Shinji Okazaki: Japan's unsung hero (FT Magazine) "What is your definition of Risk?" How much confusion and suboptimal behavior among individuals, managers, allocators & advisors could be eliminated simply by starting every conversation about investing with this question, and coming to terms before moving forward? (Devin Haran)
Linkfest: June 01, 2018
What I am reading today How to Get Rich (Without Getting Lucky) (Trends... Find them, ride them and get off.) 10 machine learning success stories: An inside look (CIO IT Strategy)
Linkfest: May 31, 2018
What I am reading today Eight months after Hurricane Maria, the human toll is still unclear (Economist: Graphic Detail) Snap Is No Facebook, and Spiegel Insists He Wants It That Way (Wired: Business)
Linkfest: May 30, 2018
What I am reading today Why High-Tech Commoditization Is Accelerating (MIT Sloan Management Review) Stopping your SIP? (Subramoney)
Linkfest: May 29, 2018
What I am reading today Can laws mandating dispersed shareholding counter entrenched inequality in India? (Oxford Business Law Blog blog) Momentum Monday – Software is Hungry All The Time (Trends... Find them, ride them and get off.)
Linkfest: May 28, 2018
What I am reading today What's the impact of AI on Creativity? (afaqs!: Guest Articles) Rising interest rates and equity markets (Subramoney)
Linkfest: May 27, 2018
What I am reading today Eating our way through Meghalaya's rolling fog (Mint) Is passive investing useful in India? (Subramoney)
Linkfest: May 26, 2018
What I am reading today How banks can increase their reach and relevance through four new business models: http://spr.ly/6018DgH3e pic.twitter.com/qQ7nBPAglx (Bain Alerts) Nota bene: Cheers! (Felix Salmon)
Linkfest: May 25, 2018
What I am reading today Has there been progress in philosophy? (Marginal REVOLUTION) The biggest challenge incumbent UK banks face? The advent of open banking http://spr.ly/6011DgHBb pic.twitter.com/88hXIbL7zm (Bain Alerts)
Linkfest: May 24, 2018
What I am reading today Surgical strike at a chronic ailment (Somasekhar Sundaresan) Create, don't just disrupt (Forbes India Magazine)
Linkfest: May 23, 2018
What I am reading today The Cultural Divide (Marginal REVOLUTION) Amazon Pushes Facial Recognition to Police. Critics See Surveillance Risk. (NYT Technology)
Linkfest: May 22, 2018
What I am reading today Inflation: What's YOUR inflation number…. (Subramoney) Lenovo denies claims it chose Windows over Linux in second row over technology (SCMP: China Tech)
Linkfest: May 21, 2018
What I am reading today How the fight against child porn took two ordinary men to the internet's darkest corners (FactorDaily) To Be a New Fool in the World (Jason Zweig)
Linkfest: May 20, 2018
What I am reading today Campbell Soup – No Growth For You! (Trends... Find them, ride them and get off.) How Disruptive tech. is welcomed in society (Views on Life & on Equity Investing)
Linkfest: May 19, 2018
What I am reading today When Thousands Filled a Hilton Ballroom to Ponder the Future of Bitcoin (NYT Technology) A Central Banker's Plan for Your Money (Daily Reckoning)
Linkfest: May 18, 2018
What I am reading today Blundering Into Recession (Daily Reckoning) The Most Important Questions to Ask About the Kushner 666 Fifth Ave. Deal (Felix Salmon)
Linkfest: May 17, 2018
What I am reading today The brouhaha over mutual fund costs (Mint) A record of ancient Rome's economy turns up in a glacier in Greenland (Economist: Graphic Detail)
Linkfest: May 16, 2018
What I am reading today Twitter Will Begin Hiding All Tweets From Suspect Accounts (Wired: Business) Exploring the many barriers to a girl's education in Sindh, Pakistan (India at LSE)
Linkfest: May 15, 2018
What I am reading today The Roman Army on the British Frontier in the 1st and 2nd centuries AD (History of the Ancient World) Considering the consequences for human security: the influx of Rohingya refugees in Bangladesh (India at LSE)
Linkfest: May 14, 2018
What I am reading today EssilorLuxottica ….The 'FANG' Of Your Eyes (Trends... Find them, ride them and get off.) Rajasthan Class 8 book calls Bal Gangadhar Tilak as 'father of terrorism' (Business Standard)
Linkfest: May 13, 2018
What I am reading today The United States of Beer (Visual Capitalist) Does higher education change non-cognitive skills? (Marginal REVOLUTION)
Linkfest: May 12, 2018
What I am reading today With all areas of retail health still highly fragmented, there's no shortage of acquisition targets for private equity investors:pic.twitter.com/NA98QRx21R (Bain Alerts) Your Weekly Attenborough: Cichlidogyrus attenboroughi (Discover Magazine)
Linkfest: May 11, 2018
What I am reading today The Universe as an Infinite Storm of Beauty: John Muir on the Transcendent Interconnectedness of Nature (Brain Pickings) Separating Better Data from Big Data: Where Analytics Is Headed (Knowledge@Wharton)
Linkfest: May 10, 2018
What I am reading today What Tens of Thousands of Years of Human Innovation Looks Like (Discover Magazine) The Changing Landscape of Business Risk (Visual Capitalist)
Linkfest: May 09, 2018
What I am reading today Children's Privacy in the Age of Cambridge Analytica (Collaborative Fund) 12 shares to make you rich!! (Subramoney)
Linkfest: May 08, 2018
What I am reading today Ryanair: A Role Model for Europe's Banks (Insead) The rise of universities' diversity bureaucrats (Economist Explains)
Linkfest: May 07, 2018
What I am reading today The Gap Year (Trends... Find them, ride them and get off.) Chinese-American Elites Lament a Brewing Trade War (Wired)
Linkfest: May 06, 2018
What I am reading today Book value and Value Investing (Subramoney) Infographic: A World of Languages (Visual Capitalist)
Linkfest: May 05, 2018
What I am reading today Despite 'Record' Allocation, 57% MGNREGS Wages Due Remained Unpaid In April 2018 (IndiaSpend) Conversations with a Master (Views on Life & on Equity Investing)
Linkfest: May 04, 2018
What I am reading today Wessel's Economic Update: The Chinese model for economic innovation (Brookings: Economics) Common Sense: Amazon, the Elephant in the Antitrust Room (NYT Technology)
Linkfest: May 03, 2018
What I am reading today Hostile Takeover Regimes in Asia: A Comparative Approach (Oxford Business Law Blog blog) "There is a need now for a systemic change for dealing with judicial accountability. This is a time for institutional articulation" – Dr Aditya Sondhi (India at LSE)
Linkfest: May 02, 2018
What I am reading today You'll never be truly independent so long as you're reliant upon outside capital. Standard Oil was not only self-financing, but became a "financial services giant", "a bank of the most gigantic character", overseeing "arguably the most stupendous cash flow ever produced". (Devin Haran) The Warren Buffett Empire in One Giant Chart (Visual Capitalist)
Linkfest: May 01, 2018
What I am reading today WhatsApp Co-Founder Leaving Facebook Amid User Data Disputes (NYT Technology) This Silicon Valley Lawmaker Has a Plan to Regulate Tech (Wired: Business)
Linkfest: April 30, 2018
What I am reading today Government-to-Robot Enforcement (Oxford Business Law Blog blog) The NRC as 'Truth Machine' in Assam (India at LSE)
Linkfest: April 29, 2018
What I am reading today Share Market Forecasts… (Subramoney) India should see opportunity in breasts, not threat in legs (Swaminathan A Aiyar)
Linkfest: April 28, 2018
What I am reading today Africa in the news: Minimum wage in South Africa, protests in Madagascar, and fuel crisis in Sudan (Brookings: Economics) How Different Age Groups View the Trade-Off Between Time and Money (Visual Capitalist)
Linkfest: April 27, 2018
What I am reading today Visualizing Elon Musk's Vision for the Future of Tesla (Visual Capitalist) Facebook Launches a New Ad Campaign With an Old Message (Wired: Business)
Linkfest: April 26, 2018
What I am reading today How open distribution in insurance can help (Mint) Down by Algorithms? Siphoning Rents, Exploiting Biases and Shaping Preferences – The Dark Side of Personalized Transactions (Oxford Business Law Blog blog)
Linkfest: April 25, 2018
What I am reading today Economists: Diversification rocks http://ow.ly/OzGV30jrfiP pic.twitter.com/HPyQxtzGPr (Chicago Booth Review) IDG Contributor Network: How one IT leader measures the business value of IT (CIO IT Strategy)
Linkfest: April 24, 2018
What I am reading today The new economics of Tanzanian blogging (Marginal REVOLUTION) Let's destroy Bitcoin (MIT Technology Review)
Linkfest: April 23, 2018
What I am reading today Stocktoberfest Week in New York (Trends... Find them, ride them and get off.) Chinese internet leaders call for 'core technology' ownership after US ban on ZTE (SCMP: China Tech)
Linkfest: April 22, 2018
What I am reading today To help @FeedingAmerica distribute its food donations, @ChicagoBooth professor Canice Prendergast helped set up a market based on "fake money" #BoothMKTG http://ow.ly/VWNP30jozML pic.twitter.com/F8fc4LcsKN (Chicago Booth Review) a16z Podcast: Principles and Algorithms for Work and Life (Andreesson Horowitz)
Linkfest: April 21, 2018
What I am reading today Do global forums influence domestic macroeconomic policies anymore? (Brookings: Economics) A changing of the guard in Northeast India (India at LSE)
Linkfest: April 20, 2018
What I am reading today 5 Lessons on Life & Investing from Guy Spier's Education of a Value Investor (Safal Niveshak) America's "Actual" GDP: The Shocking Truth (Daily Reckoning)
Linkfest: April 19, 2018
What I am reading today Why We Burn The Unicorn (Bryce Roberts) Least Productive Lok Sabha Session In 4 Years Wasted Rs 198 Crore (IndiaSpend)
Linkfest: April 18, 2018
What I am reading today Liberated Syndication (Barel Karsan) It's the golden age of travel in APAC: Hilton Hotels' Alan Watts (Forbes India Magazine)
Linkfest: April 17, 2018
What I am reading today Donald Trump's a lonely trade warrior but he's not alone (Mint) The Pension Time Bomb: $400 Trillion by 2050 (Visual Capitalist)
Linkfest: April 16, 2018
What I am reading today Listen: Martin Wolf — The crisis of democratic capitalism (FT: Martin Wolf) Tencent-backed fashion app seeking US$4 billion US IPO (SCMP: China Tech)
Linkfest: April 15, 2018
What I am reading today 'India Can't Arrest Child Stunting If It Can't Fight Poverty' (IndiaSpend) Bundles of Bundles (Trends... Find them, ride them and get off.)
Linkfest: April 14, 2018
What I am reading today India to take on more Commonwealth responsibilities (John Elliott: Riding the Elephant) Why The Telegram Ban Is Good News For GRAM (BRIC Breaker)
Linkfest: April 13, 2018
What I am reading today Xiaomi Could Be the Hero GoPro Needs (Gadfly: Tim Culpan) Niti Aayog pilots AI-based initiatives in agriculture, education and healthcare (FactorDaily)
Linkfest: April 12, 2018
What I am reading today Why Facebook's 2011 Promises Haven't Protected Users (Wired: Business) Three Ways to Build Resilience Against Gender Bias (Insead)
Linkfest: April 11, 2018
What I am reading today Asking for help does not demonstrate weakness; it's what successful people do on their path to success. - Lourdes Andrade, Director of Diversity and Inclusion, School of Engineering https://stanford.io/2GMtdwt pic.twitter.com/ZLoWhDYoKp (Stanford Engineering) Vampires. Werewolves. A self-sale ad. Eklavya Theory. Michael Corvin. 4000 dollars: Pandemonium@Adfest 2018 (afaqs!: Guest Articles)
Linkfest: April 10, 2018
What I am reading today WeChat launches new mini games as external developers vie to create China's next mobile craze (SCMP: China Tech) Viktor Orban maintains firm control of the Hungarian Parliament (Economist: Graphic Detail)
Linkfest: April 09, 2018
What I am reading today Why Urban Indian Women Turn Down Job Opportunities Away From Home (IndiaSpend) India Market Cap Growth: 2008 to 2018 ()
Linkfest: April 08, 2018
What I am reading today Be Tough, Don't Baby Yourselves – Yogananda (Views on Life & on Equity Investing) Diversification (Trends... Find them, ride them and get off.)
Linkfest: April 07, 2018
What I am reading today Why the Panic of 1907 Led to a Recession (Kellogg Insight) Editors' Briefing: On Our Radar This Week (April 1–April 6) (ProMarket)
Linkfest: April 06, 2018
What I am reading today a16z Video: What to Make of Consolidation in Healthcare? (Andreessen Horowitz) Global crop insecurity: what is the future of our food supply? (FT Magazine)
Linkfest: April 05, 2018
What I am reading today Sleeping in Car and Visiting Gun Range: How YouTube Attacker Spent Final Hours (NYT Technology) Chinese media watchdog orders Toutiao and Kuaishou to remove inappropriate content (SCMP: China Tech)
Linkfest: April 04, 2018
What I am reading today Defensive But Extremely Optimistic…Micro Brands… and Everything You Need to Know About the 200-Day Moving Average (Trends... Find them, ride them and get off.) Anand Mahindra's speech at Nassocam: 10 years ago (Subramoney)
Linkfest: April 03, 2018
What I am reading today Belling the Cat (Elaine Ou) How Leading CEOs Nominate Their Top People (INSEAD Knowledge)
Linkfest: April 02, 2018
What I am reading today Top five April Fool's Day news stories from Chinese tech firms (SCMP: China Tech) Why the South Indian states must assist the North (Mint)
Linkfest: April 01, 2018
What I am reading today Why the move for a separate Dravida Nadu is bound to fail (Swaminathan A Aiyar) a16z Video: Pande and Conde on Players and Paths for Healthcare Startups (Andreessen Horowitz)
Linkfest: March 31, 2018
What I am reading today Chart of the Week: Gender Pay Gaps around the World Are Bigger Than You Think, and Have Almost Nothing to Do with Girls Schooling (Center for Global Development) Better Nutrition In Early Life Could Give India 3.17 Million More Graduates (IndiaSpend)
Linkfest: March 30, 2018
What I am reading today The Other Free Lunch in Investing (bps and pieces) The Relationship Between Money and Happiness (Visual Capitalist)
Linkfest: March 29, 2018
What I am reading today How to make a carbon pricing system work (FT: Martin Wolf) Why "The Americans" Is Taking a Big Leap Forward to 1987 (Smithsonian History)
Linkfest: March 28, 2018
What I am reading today Triassic Park: A Decade-Long Labor To Recreate A Lost World (Discover Magazine) Fewer Than ⅓ of Judges in Lower Judiciary Are Women (IndiaSpend)
Linkfest: March 27, 2018
What I am reading today Farewell to Winter, Farewell to My Fingertip (The Paris Review) How to Restructure Venezuela's Debt (Oxford Business Law Blog blog)
Linkfest: March 26, 2018
What I am reading today Alibaba to set up Thai logistics centre, extend deepening investment in Southeast Asia (SCMP: China Tech) personal data and terms of service (Tom Fishburne: Marketoonist)
Linkfest: March 25, 2018
What I am reading today Nota bene: Caldbeck vs robos (Felix Salmon) Is the market falling? are we in a bear market? (Subramoney)
Linkfest: March 24, 2018
What I am reading today How economists use Twitter (Marginal REVOLUTION) How Portraiture Gave Rise to the Glamour of Guns (Smithsonian History)
Linkfest: March 23, 2018
What I am reading today Trump's Latest China Tariffs Could Hurt Tech—and Even Social Media (Wired) Meagre Funds, No Salary: How Tamil Nadu's Women Leaders Still Succeed (IndiaSpend)
Linkfest: March 22, 2018
What I am reading today Reform council tax and close the generational wealth gap (FT: Martin Wolf) Lesson from a Dozen Angry Men (Safal Niveshak)
Linkfest: March 21, 2018
What I am reading today The Power of Trends in International Insolvency Law (Oxford Business Law Blog blog) Despite Improvement, India Still Has Most People Without Close Access To Clean Water (IndiaSpend)
Linkfest: March 20, 2018
What I am reading today Governing Cryptocurrencies through Forward Guidance? (Oxford Business Law Blog blog) Financial Myths in your head (Subramoney)
Linkfest: March 19, 2018
What I am reading today Rediscovered US Carrier Sank in Historic WWII Duel (Discover Magazine) Ignorance, Debt and Cryptocurrencies: The old and the new in the law and economics of concurrent currencies (Oxford Business Law Blog blog)
Linkfest: March 18, 2018
What I am reading today Can You Name The Greek Version Of The Roman Gods? (History of the Ancient World) 'Why Earlier Govt Health Insurance Failed? That Is Like Asking a Foster Parent About The Child's Low Grades' (IndiaSpend)
Linkfest: March 17, 2018
What I am reading today "Buffett's salary, unchanged for more than a quarter century, was about 1.87 times the $53,510 median pay, based on a sample of about two-thirds of Berkshire's 377,000 employees" HT @CJBrigham https://www.reuters.com/article/us-berkshire-buffett-pay/berkshire-says-median-employee-makes-over-half-buffetts-pay-idUSKCN1GS2WC … (Devin Haran) Guide to the classics: The Histories by Herodotus (History of the Ancient World)
Book Recos: The Story of Indian Business
This blog post will be an introduction to a fascinating set of books being published as part of a series being curated by Gurcharan Das (one of India's foremost business intellectuals. Yes!, that combination does exist). Das is well known for his books on India's economic transformation: A few years back, he decided to take a step back from authoring books himself, and directed his attention towards curating stories from Indian economic history. In doing this, he went beyond standard histories of the Tatas and the Ambanis , and decided to tell never-before told tales of India's business communities. He tied up with academic rockstars and started bringing out books on communities such as the Marwaris, Tamils, Parsis and Gujaratis and even managed to mine ancient Sanskrit texts to write about the business acumen of ancient courtesans. The series in question is the Story of Indian Business . In future posts, I will review individual books ...
Why I Read History
A look at my Bookshelf would reveal a large no. of history books. Here are a few I have been reading recently: I read history for both pleasure and learning. I have been always interested in stories. As I grew older and read more, I realised that Fact is often stranger than Fiction . The stories I came across in history were much more engrossing to me than anything I ever read in fiction. Let me give some examples which would be of interest to my readers (who I assume have a bent of mind towards finance): The movie Wall Street , is one of the most popular movies about powerful and unscrupulous financiers from the 1980s. It is a fictional story. But surely the events detailed in Barbarians at the Gate , are equally or more exciting. Or take the fact that while Gordon Gekko is a fictional character, he is loosely based on a real financier called Ivan Boesky whose exploits are narrated in Den of Thieves . Both went to prison for their efforts. That bri...
Linkfest: March 16, 2018
What I am reading today Make Me Smile (Trends... Find them, ride them and get off.) Last, Best Chance for Food Aid Reform? (Center for Global Development)
Linkfest: March 15, 2018
What I am reading today How the HNI invest (Subramoney) Diesel will continue to play key role, nobody can change over the weekend: JLR CEO Ralf Speth (Economic Times)
Linkfest: March 14, 2018
What I am reading today Investor Summits: Supply Side Item Songs (IDFC) These Two China Banks Lent More To Global Energy Projects Than The World Bank (BRIC Breaker)
Linkfest: March 13, 2018
What I am reading today BookMyShow eyes the big picture (Forbes India Magazine) The winds of change in Sri Lanka? Rajapaksa's charisma and foreign factors in Sri Lankan politics (India at LSE)
Linkfest: March 12, 2018
What I am reading today Hydrogen trains one of our focus areas: Alstom CEO Henri Poupart-Lafarge (Economic Times) Take a Private Road Out of India's Banking Bog (Gadfly: Andy Mukherjee)
Linkfest: March 11, 2018
What I am reading today The surprise vacation (markets in everything) (Marginal REVOLUTION) .@ChicagoBooth's Luigi @zingales and @GeorgeMason's @tylercowen discuss the market power wielded by digital platforms, and how to promote competition http://ow.ly/hRCB30ixNl0 pic.twitter.com/2FWGGa4VfX (Chicago Booth Review)
Linkfest: March 10, 2018
What I am reading today Dow 12,000, Then Bitcoin $30,000 (Daily Reckoning) Dumb IT service play (Views on Life & on Equity Investing)
Linkfest: March 09, 2018
What I am reading today Practicing What We Preach: 5 Ideas to Promote Gender Equality within and among Development Organizations (Center for Global Development) Is the Future of Ecommerce in Drone Deliveries? (Visual Capitalist)
Linkfest: March 08, 2018
What I am reading today How Bengaluru's hyperlocal genie Dunzo is changing with funding from Google (FactorDaily) Can Theresa May find time to be her own housing supremo? (Spectator: Martin Vander Weyer)
Linkfest: March 07, 2018
What I am reading today The Fed Must Have Inflation. Failure Is Not an Option (Daily Reckoning) Ola scales back electric fleet plans – becomes the first casualty in India's EV plans uncertainty (FactorDaily)
Linkfest: March 06, 2018
What I am reading today A Quick Guide to Dividend Taxation (Daily Reckoning) This remote Chinese school has just three students. But with live streaming technology, they share a classroom with hundreds (SCMP: China Tech)
Linkfest: March 05, 2018
What I am reading today The path is never smooth (Dr Muthukrishnan) a16z Podcast: Space — the Near Frontier (Andreessen Horowitz)
Linkfest: March 04, 2018
What I am reading today The contributions of Rene Girard (Marginal REVOLUTION) From South Asia @ LSE archives: 10 articles on Sino-South Asia relationship (India at LSE)
Linkfest: March 03, 2018
What I am reading today China's Staggering Demand for Commodities (Visual Capitalist) What rich people do 2 of n (Subramoney)
Linkfest: March 02, 2018
What I am reading today What Rich People DO ….1 of n (Subramoney) T. Boone Pickens' New ETF And 7 Most Undervalued Stocks (Vintage Value Investing)
Warren Buffett's 2017 Letter: Takeaways for Indian Investors
Warren Buffett's shareholder letter for the year 2017 was released a few days back. I am going to take some of the themes in this year's letter and provide an Indian context and takeaway. (For a collection of past shareholder letters organised and annotated around major themes, please check - ' The Essays of Warren Buffett ' by Lawrence Cunningham ). 1. Valuations are expensive. So Buffett didn't do any big deals last year. Others may ignore the level of prices and pay any price to do deals. But not the Oracle of Omaha. - Indian valuations are stretched too. The Sensex P/E currently stands at 23.xx. High PEs tend to foreshadow lower returns in the next few years, till valuations moderate. A wonderful table compiled by Stableinvestor.com shows this trade-off very well. With a starting PE of 24+ (which is very close to current levels), the 3 year return has been -5% historically. The takeaway for Indian investors is: valuations are stretched. The thing to do now...
Linkfest: March 01, 2018
What I am reading today Is India's Growth Bounce Big Enough? (Bloomberg View: India) Why Timing Is — Almost — Everything (Knowledge@Wharton)
Linkfest: February 28, 2018
What I am reading today The staircase chart (Rohit Chauhan) Chinese love story helps Alibaba Pictures' content segment record profit after years of losses (SCMP: China Tech)
Linkfest: February 27, 2018
What I am reading today Some 90% of hedge funds aren't worth the fees, but there's still a place for them, says expert (Buffett Watch) Freakishly warm air has again surged over the North Pole, and sea ice is breaking up north of Greenland — in winter (Discover Magazine)
Linkfest: February 26, 2018
What I am reading today A formidable alliance? The opposition's growing indictment of the Punjab government (India at LSE) How Happy Talk Can Ruin M&As (INSEAD Knowledge)
Linkfest: February 25, 2018
What I am reading today Is corporate India failing India? (Gulzar Natarajan: Urbanomics) Could the tech companies run *everything* better? (Marginal REVOLUTION)
Linkfest: February 24, 2018
What I am reading today How New Technologies Will Radically Reshape India's Workforce (Knowledge@Wharton) Is It Time for a Reassessment of Malcolm X? (Smithsonian History)
Linkfest: February 23, 2018
What I am reading today India's financial destiny is at the crossroads: Uday Kotak (Economic Times) Decoding India's Budget 2018: Hope and promise sans reality? (India at LSE)
Linkfest: February 22, 2018
What I am reading today Grocers Get Robotic Help to Compete Against Amazon (Discover Magazine) Smithsonian's Curator of Religion on Billy Graham's Legacy (mithsonian History)
Linkfest: February 21, 2018
What I am reading today Are Markups Increasing? (ProMarket) Failures of land tenancy in Pakistan (India at LSE)
Linkfest: February 20, 2018
What I am reading today Indian millennials are emerging as chief wage earners; what they want (Business Standard) Can't get new lungs? Try refurbished ones instead. (MIT Technology Review)
Linkfest: February 19, 2018
What I am reading today a16z Podcast: The Internet of Taste, Streaming Content to Culture (Andreesson Horowitz) Should you invest in mid cap funds? (Moneycontrol)
Linkfest: February 18, 2018
What I am reading today Map: The Top Tourist Attraction in Every Country (Visual Capitalist) What Trump Still Gets Wrong About How Russia Played Facebook (Wired: Business)
Linkfest: February 17, 2018
What I am reading today The most popular answer to our quiz was Obama. The correct answer is Harry S. Truman, who during his second term saw a 17.53% annualized rate of return in excess of the 3-month Treasury rate. Learn more about stock returns and presidencies at CBR: http://review.chicagobooth.edu/economics/2017/article/why-stock-returns-under-trump-might-disappoint-investors … (Chicago Booth Review) no posts… (Subramoney)
Linkfest: February 16, 2018
What I am reading today How online shopping minted Tonglu's billionaires and made it China's happiest county (SCMP: China Tech) Shout-out by Charlie Munger at Daily Journal Annual Meeting – Feb 14, 2018 (Chai with Pabrai)
Linkfest: February 15, 2018
What I am reading today What next for Pakistan's Board of Investment and foreign investment? (India at LSE) Berkshire Hathaway doubles down on Apple stock and dumps IBM (Buffett Watch)
Linkfest: February 14, 2018
What I am reading today Emerging Markets January 2018 Update: A Strong Start (Mark Mobius Blog) No More Lies: An Ultimatum for India's Banks (Gadfly: Andy Mukherjee)
Linkfest: February 13, 2018
What I am reading today Everything Is Timing (Behavioral Scientist) India's 2018 budget review: part I (India at LSE)
Linkfest: February 12, 2018
What I am reading today ELSS still makes sense!! (Subramoney) The Shift to Decentralization (Trends... Find them, ride them and get off.)
Linkfest: February 11, 2018
What I am reading today Nota bene: The racist-memorabilia tax dodge (Felix Salmon) Fear and Buying or Fear and Loathing…Preparation Matters (Trends... Find them, ride them and get off.)
Linkfest: February 10, 2018
What I am reading today Idealism is tested at the extremes (Views on Life & on Equity Investing) The Just 100: Competition is the new union (Forbes India Magazine)
Linkfest: February 09, 2018
What I am reading today Central banks, systemic risk and financial sector structural reform (Oxford Business Law Blog blog) China Plays Yuan to Demand a `Powell Put' (Gadfly: Andy Mukherjee)
Linkfest: February 08, 2018
What I am reading today Dubai Real Estate Not As Crazy For Crypto As People Think (BRIC Breaker) It's All About Timing: How Nonprofits Can Increase Charitable Donations (Knowledge@Wharton)
Linkfest: February 07, 2018
What I am reading today Kafka Casts Terror on India's Angels (Gadfly: Andy Mukherjee) Baidu to bring Goya into Chinese living rooms with Spanish museums tie-up (SCMP: China Tech)