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Zeal to Read

Weekly Newsletter

Zeal to Read

Weekly Newsletter | by 2 | on 2021-02-07 12:03

At Zebu we spend a lot of time reading news and articles that cover a wide range of topics, including investment analysis, psychology, technology, etc. We have been sharing our favourite reads with clients under our weekly ‘ Zeal to read ’.

To buy when others are despondently selling and to sell when others are euphorically buying takes the greatest courage, but provides the greatest profit – Sir John Templeton

News you may use

2-6% inflation target works well; there’s no need to tinker with it: Sanjeev Sanyal

BoE Tells Banks to Get Ready for Negative Rates

Budget 2021: Investments in agricultural infrastructure will pay off

Formal sector jobs: Outlay for incentive scheme slashed

FPI inflow crosses $30 bn in FY21, highest investment in a FY since 2013

Goodwill Depreciation Out; Cos Face Higher Tax Outgo

Govt may fetch Rs 15,000 cr from Air India sale | Divestment in Q1 of FY22

Highest-ever GST Collection at ₹1.2 Lakh Crore in January

India has received $358.30 bn in FDI during 2014-20: Govt tells Lok Sabha

Monetary policy will continue to support stimulus

New Asset Reconstruction Committee: Banks likely to ask RBI to relax norms

Public sector banks in turmoil after mega merger: Parliament panel

RBI holds rates, forecasts 10.5% GDP growth for FY22

RBI unveils risk-based internal audit guidelines for select NBFCs, UCBs

Risk of a sharp fall in Indian banks’ asset quality has receded: Moody’s

S&P: Budget broad effort to shore up eco recovery

Sensex sees best B-week in 10 yrs with 4.4k pt rise

Sensex to hit 61,000 by year-end: Morgan Stanley raises bull, bear targets on Budget buoyancy

Services PMI expands for 4th straight month as vaccine drive fuels optimism

Union Budget 2021 a booster shot for insurance industry; FDI limit hiked to 74%

Union Budget 2021: Textile industry welcomes Union Budget; urges withdrawal of 10% cotton import duty

Will transfer ₹2.2L cr of NPAs to bad bank’ – Amendment to Ensure Time-Bound Access To Depositors If Banks Fail: Fin Services Secretary

With record outlay in Budget 2021, Indian Railways to focus on faster trains, better passenger facilities

Views may be of use

Unfortunate Investing Traits
Most of this industry is devoted to finding greatness, which is inevitable because it’s what captures attention. But an occasional great decision can quickly become irrelevant unless you consistently avoid the blunders that move the needle even more. It’s not exciting, but we should spend more effort on ensuring we’re capable of doing the average thing all the time before we spend a moment trying to do a great thing some of the time.
Source: (https://www.collaborativefund.com/blog/traits/)

A collaborative push
The shift towards digital, incentives or low taxation rates for startups and even for corporates augurs well for massive growth for several industries, hitherto untapped by GDP or collaborative gains.
Source: (https://www.timesnownews.com/columns/article/a-collaborative-push/716300)

The Power of Listening in Helping People Change   
Feedback is one of the most common ways we help others learn and develop. But it can backfire when people become defensive. Researchers explored whether a more subtle intervention — asking questions and listening — could be more effective. Whereas feedback is about telling employees that they need to change, listening to employees and asking them questions might make them want to change. The research findings suggest that attentive and non-judgmental listening seems to make an employee more relaxed, more self-aware of his or her strengths and weaknesses, and more willing to reflect in a non-defensive manner. This can make employees more likely to cooperate (versus compete) with other colleagues, as they become more interested in sharing their attitudes, but not necessarily in trying to persuade others to adopt them, and more open to considering other points of view. The researchers explain the main barriers to high-quality listening and offer tips to help anyone become a better listener.
Source: (https://hbr.org/2018/05/the-power-of-listening-in-helping-people-change)

As everyone talks about how speculative the market is and how dead value investing is:
Ben Graham’s “The Intelligent Investor” is currently the 24th most popular book (you may see a different position when you access – because this information is updated on an hourly basis) in America, outselling Michelle Obama and Very Hungry Caterpillar.
Source: (https://www.amazon.com/gp/bestsellers/books/ref=pd_zg_ts_books)

Superstar Cities Are in Trouble
It sometimes takes only one little decision to create a new industrial hub. “If you look at Seattle in the 1970s, there was not much high tech, and Boeing was shedding jobs by the thousands,” Moretti said. “But then this random guy named Bill Gates, who started this small company called Microsoft in Albuquerque, New Mexico, decided to move his headquarters to Seattle to be closer to his family and the family of his co-founder, Paul Allen.” As Microsoft grew to become the largest company on the planet, it made the Seattle region one of the world’s leaders in information technology.
Source: (https://www.theatlantic.com/ideas/archive/2021/02/remote-work-revolution/617842/)

Don’t Overdo It
I’ve spent almost my entire adult life being financially careful. I haven’t carried a credit card balance or overdrawn my checking account since my early 20s. I was an early convert to low-cost index funds. When I worked at The Wall Street Journal and at Citigroup, I brought my breakfast and a thermos of coffee to the office every day, and occasionally lunch as well. I run a lean refrigerator, rarely throwing away food because I only stock what I’m confident I’ll eat.But even I have my limits. I’m all for saving money, but some of the articles and comments I read leave me shaking my head. Want to lead the frugal life? Here are five thoughts:
Source: (https://humbledollar.com/2021/01/dont-overdo-it/ )

How to invest using the business cycle
The business cycle reflects the aggregate fluctuations of economic activity, which can be a critical determinant of asset performance over the intermediate term.
Changes in key economic indicators have historically provided a fairly reliable guide to recognizing the business cycle’s 4 distinct phases—early, mid, late, and recession.
Our approach seeks to identify the shifting economic phases, providing a framework for making asset allocation decisions according to the probability that assets may outperform or underperform.
For example, the early cycle phase is typically characterized by a sharp economic recovery and the outperformance of equities and other economically sensitive assets.
This approach may be incorporated into an asset allocation framework to take advantage of cyclical performance that may deviate from longer-term asset returns.
Source: (https://www.fidelity.com/viewpoints/investing-ideas/business-cycle-investing)

Addiction is the inability to stop consuming a chemical or pursuing an activity although it’s causing harm.Survival, propagation, and consumption should result in a next generation that’s smarter, faster, and stronger. Where things have come off the rails is a function of our innovation economy moving faster than our instincts. Historically, humans have engaged in activities that have natural stopping cues — the end of a chapter, the end credits. Platforms like Facebook, Instagram, and Netflix have systematically eradicated stopping cues. Even casinos are deliberately laid out without hard angles, so it’s all one continuous space and you keep moving through it, on to the next game.
Source: (https://www.profgalloway.com/iaddiction )

How people learn to become resilient
What was it that set the resilient children apart? Because the individuals in her sample had been followed and tested consistently for three decades, Werner had a trove of data at her disposal. She found that several elements predicted resilience. Some elements had to do with luck: a resilient child might have a strong bond with a supportive caregiver, parent, teacher, or other mentor-like figure. But another, quite large set of elements was psychological, and had to do with how the children responded to the environment. From a young age, resilient children tended to “meet the world on their own terms.” They were autonomous and independent, would seek out new experiences, and had a “positive social orientation.” “Though not especially gifted, these children used whatever skills they had effectively,” Werner wrote. Perhaps most importantly, the resilient children had what psychologists call an “internal locus of control”: they believed that they, and not their circumstances, affected their achievements. The resilient children saw themselves as the orchestrators of their own fates. In fact, on a scale that measured locus of control, they scored more than two standard deviations away from the standardization group.
Source: (https://www.newyorker.com/science/maria-konnikova/the-secret-formula-for-resilience )


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