We start off with an article on Nassim Nicholas Taleb’s book Antifragile: Things That Gain from Disorderon accepting uncertainty and make peace with randomness and volatility.
Year end is good time to introspect. Therefore next we go on ‘Simhavalokana’ a retrospective glance on the markets by Morgan Stanley Asset management team on the year gone by and leanings from it.
This is followed by interesting report by JPM on the policy initiatives taken by the government and what to expect. This is likely to be key deciding factor for markets next year.
For those who feel that with service sectors so much in limelight, manufacturing will take back seat, this is very interesting report by McKinsey on how manufacturing will continue to evolve in the 21st century and expectation is that the share of manufacturing in Indian economy will go up from present 16% to 25% by 2022!
This is followed by an article on huge shale gas deposits outside North America but why it will take longer to start production.
Ratan Tata – Chairman of Tata Group is retiring in few days. There is article from The Economist on Ratan Tata as one of the most powerful businessman and his legacy to India.
Next is a very interesting article from Popular Mechanics where in they have made 110 predictions for next 110 years! Imagine cellphones instantly translating into language of your choice to software predicting traffic jams!
How we can miss the encouraging article from Indian Express on the bounce back of our own Mutual Fund industry?
And lastly is a comparison of the macro indicators of India to the emerging markets around the world, demonstrating that while things are might not be perfect, they are definitely not as bad as we imagine.
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December 22, 2012