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White Paper

Profits for the long run

A great article on risk.States that profitability is the ultimate source of economic returns and profitability can be predicted

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Sellside Research

Kotak Report on HDFC Bank

This report is for informational purposes only.Not a recommendation to buy or sell.

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Video

Kieser Report:Barclays Bad Bet

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Links

Linkfest:July 02, 2012

Some stuff I am reading today morning:

A very curious slowdown (Mint)

Policy Watch:Transparency in LPG subsidy (AjayShah)

Europe’s great illusion (NYTimes)

Investment Error:Reaching for yield (BigPicture)

Why the world’s second largest economy is completely screwed (TRB)

Why governments spend wealth instead of building it (DailyReckoning)

Five Years of Walt Mossberg’s iPhone reviews (WSJ)

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Cartoon

Cartoon by Sudhir Tailang:Dr.Singh at work