I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last few weeks:
Business Standard – Can mutual fund flows sustain?
Livemint – The renewed focus on improving human and social capital in India
Livemint – The consolidation in telecom
Livemint – The rise of DIIs
Livemint – Why fiscal stimulus may not work
Capitalmind – The bank recap program
Mostly Economics – Bank Recap: Old wine in new bottle?
The Print – More views on Bank Recapitalisation
Business Standard – Are jobs concerns overblown?
Business Standard – Government gets bigger
Urbanomics – The best and worst case matter little to the economy
Project Syndicate – Kenneth Rogoff – Crypto – Fool’s gold
Bond Vigilantes – Falling EM bond yields
Business Standard – Would you pay for online news?
TechCrunch – VCs can be toxic for startups
Investing and Personal Finance:
Farnam Street Blog – Confirmation bias and its effects
IiAS – Indian corporate performance and AGM timing
Livemint – Overcoming loss aversion
MF Critic – SEBIs new fund classification scheme
The Big Picture – The irony of equity investing
Bloomberg – When to sell?
The Fat Pitch – You will probably do very well if you know nothing about markets
Collaborative Fund – The power of the exponential
YouTube – Aswath Damodaran: Is bitcoin an asset, currency, commodity or collectible?
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Rishad is the founder of Kairos Capital. He started his career with Standard Chartered Wealth Management and has extensive experience in markets, particularly in terms of mutual funds and stocks.