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1.Buttonwood: Paying the price (www.economist.com)
Time to reassess how fund managers are rewardedFUND managers have been some of the biggest beneficiaries of the financial sector’s growth over the past 30 years. Bankers may routinely earn million-pound bonuses but some hedge-fund and private-equ...
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2.SKS comes to market: Microfight (www.economist.com)
Can microlenders serve shareholders and the poor?THE loans that microfinance companies make may be tiny but their ambitions can be vaulting. Take SKS Microfinance. Already India’s biggest microlender, with 6.8m clients and 5.8m active borrowers i...
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3.Spain's cajas: Thinking outside the box (www.economist.com)
Should the savings banks be embraced by investors, or avoided?SPAIN’S savings banks, or cajas, have survived for nearly 200 years without the help of shareholders. But lots of these institutions, which are largely controlled by regional politicia...
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4.European banks: Judgment daze (www.economist.com)
Europe’s stress tests were a mixed affair. Many banks still face an uphill struggle to finance themselves“IT’S an analyst’s wet dream,” says one banker of the European stress tests announced on July 23rd. If financial deta...
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5.Bank lending: Never-ending story (www.economist.com)
Getting banks to step up loans for businessesVINCE CABLE, the business secretary, whose declared ambition is to break up Britain’s biggest banks, is trying to cajole these leviathans into lending more to growing companies. On July 26th his depart...
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6.European banks: More stress ahead (www.economist.com)
It will take more than stress tests to resolve European banks’ funding problemsTHE empty condos may have been in Florida and the mortgages that financed them repackaged on Wall Street, but it was banks in Europe that got hit first by the subprime...
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7."Read this book now", says Warren Buffett (www.equitymaster.com)
In this issue:
No correlation between rains and food price inflation
World's largest steel producer is trying to flex its muscles
Highly rated corporate are giving RBI a competition
The Gold bubble is far from bursting yet
...and more!!... [Read On]
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8.Central banks running out of time and trees (www.equitymaster.com)
In this issue:
Weakness in global markets to last until 2017: Bill Bonner
RBI warns govt on fiscal discipline
Is the airline industry too big to fail?
After BRICs here come CIVETS.
...and more!!... [Read On]
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9.India's poor infrastructure needs more than money (www.equitymaster.com)
In this issue:
Agriculture to bounce back in FY11
Those benefitting from Madoff under scanner
RBI hikes repo rates
India gets an upgrade from Moody's
...and more!!... [Read On]
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10.One-minute investment tip for a wealthy future (www.equitymaster.com)
In this issue:
India's national carrier continues to feed on taxpayers' money
Maruti's aggressiveness costs it heavy
Affordable is out, luxury is in for realty companies
IT companies getting stricter with departing employees
...and more!!... [Read On]
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11.Building a road to disaster? (www.equitymaster.com)
Recently we have heard the government give us this wonderful view of an India where over USD 1 trillion, or Rs 50,00,000 crore will be spent on infrastructure projects.... [Read More]
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12.FIIs ruling the roost (www.equitymaster.com)
It was the foreign investors who pumped money into the Indian market; domestic institutions were net sellers. The largest asset manager in the world today is Blackrock, which controls $3.3 trillion in financial assets as per an article "America's 300 b...
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13.This Gold is a must-have for India (www.equitymaster.com)
In this issue:
Are govt. subsidies on their way down
Not much 2G spectrum left
Monetary policy has to be tightened further
The key to solving US' unemployment problem
...and more!!... [Read On]
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14.Forget 10%. It's now time for 100% GDP growth (www.equitymaster.com)
In this issue:
Can investments be judged without looking at their prices?
Roubini: The double dip recession is already here
The US is at China's mercy
India could emerge as the third largest recipient of FDI
...and more!!... [Read On]
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15.Hospital mergers: The war of the wards (www.economist.com)
Investors are eyeing up hospitals around the worldAT FIRST glance, hospitals seem an unattractive business. They are heavily regulated and often run by governments or charities. Doctors wield immense power. Patients have high and rising expectations. R...
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16.Funding dilemma: Banks on methadone (www.economist.com)
An unhealthy addiction to cheap government moneyBRITAIN’S biggest banks may pass the common “stress test” for resilience that was applied recently to banks in the European Union (results were expected on July 23rd when The Economist w...
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17.Fannie Mae and Freddie Mac: Unfinished business (www.economist.com)
Can the American mortgage market survive without taxpayer support?THE hefty financial overhaul that Barack Obama signed into law on July 21st (pictured) left behind one big piece of unfinished business. In 2008 Fannie Mae and Freddie Mac, mortally woun...
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18.Gold could soar another 4,300% (www.equitymaster.com)
In this issue:
A crash in Chinese stocks is imminent
Three Indian infra projects among world's best
Banks face US$ 5 trillion credit shortfall
The slowdown looks downright frightening, says Grantham
...and more!!... [Read On]
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19.This will help India's growth match that of China... (www.equitymaster.com)
In this issue:
Global steel production has done well so far
US will continue to print money, says Marc Faber
How ready is India to host the Commonwealth Games?
No policy yet on decontrolling diesel
...and more!!... [Read On]
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20.A signal investors should not be ignoring (www.equitymaster.com)
In this issue:
Can India Inc reserve jobs for the poor?
India's food security gets washed away
China topples US as world's top energy user
Yet another setback to the PIIGs
...and more!!... [Read On]
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21.Who plays the key role in your investing decisions? (www.equitymaster.com)
In this issue:
SEBI's cupboard of reforms far from being empty
Can Indian markets justify premium valuations for long?
India is poorer than you thought
India's road building on a fast track
...and more!!... [Read On]
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22.The effects of institutionalization (www.equitymaster.com)
One of the consequences of globalization was a greater institutionalization of money, a trend that commenced in the 70s as mutual funds started to become popular.... [Read More]
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23.FII swings can create opportunities for you (www.equitymaster.com)
In this issue:
The biggest near-term driver of Indian stock markets
Food prices will remain high
Indian government goes high tech
The Gods can't trade in shares
...and more!!... [Read On]
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24.When banks rob you...they go scot free (www.equitymaster.com)
In this issue:
Finally some shareholder activism in India
One commodity that never goes out of fashion
Small and mid caps lure retail investors
China is Asia's new hotspot for outsourcing
...and more!!... [Read On]
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25.Global monetary policy: The central bankers' burden (www.economist.com)
Deflation is not imminent but the rich world’s central banks must be ready to do what they can to fend it offFOR people who pride themselves on being boring and cautious, the rich world’s central bankers have in the past few years proved to...
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