Linkfest:August 05,2015

Some stuff I am reading today morning:

3 Reasons why RBI did not cut rates (ET)

How Modi showed India Inc. its place (Bloomberg)

Depressing earnings of Nifty companies (Capital Mind)

What I learnt from Geico (Sanjay Bakshi)

Notes from the Bajaj Auto AGM (Ankur Jain)

The lessons of Lanco Infratech (Mint)

Confusing what just happened with what happens next (Barry)

Why financial markets have become a world of illusion (Chaitanya Dalmia)

Why the government hates gold (Bill Bonner)

The story that dividends tell (VRO)

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