Linkfest: January 18,2016

Some stuff I am reading today morning:

5 Charts show how bad the EM rout is (Bloomberg)

On Indian public sector banks (Ant Investor)

On Indian private sector banks  (Ant Investor)

Hypermarkets shrink on online pressure (FE)

Stock Analysis: Eicher Motors Ltd (Janav)

Japan Vyas on investing (YouTube)

Gold again emerging as safe haven (BS)

Is the gold/oil ratio predicting a crisis? (Zero Hedge)

Latest memo from Howard Marks (Oaktree Capital)

The growing influence of impact investing (Think Advisor)

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