Linkfest – 77

Thursday, February 8th, 2018

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:

 

Indian Economy:

Structural change in real estate – Business Standard

Disinvestment economics – Bloomberg Quint

Is India on the cusp of a fiscal revolution? – Livemint

Cloning of PSBs – Mostly Economics

Manas Chakravarty: The capex conundrum – Livemint

Ajit Ranade: Farmers need economic freedom – Livemint

Bond markets out of sync with Monetary Policy – Bloomberg Quint

 

Budget:

The new LTCG – Capital Mind

The new healthcare scheme – Capital Mind

Budget and crypto currencies – Mostly Economics

NDA vs UPA: Budget edition – Livemint

Neelkanth Mishra: Budget economics, MSP edition – Business Standard

 

General:

The new US tax law disruption – WSJ

Barry Ritholtz: Leave aside your political feelings about US tax cuts  – Bloomberg

Chinese rural e-commerce – Urbanomics

Bonds and momentum  – Pragmatic Capitalism

The death of clothing – Bloomberg

 

Investing and Personal Finance:

Indian equities and risks – The Eighty Twenty Investor

Focus on what you can control – Safal Niveshak

Why did markets fall? Nobody knows- The Evidence-Based Investor

 

What is worrying bond markets – YouTube

 

Praveen Chakravarty: 10 Things from Economic Survey  – YouTube

 

Neelkanth Mishra and Sonal Varma on Budget and Macros  – YouTube

 

Sajjid Chinoy on Budget  – YouTube

 

Morgan Housel on Investing  – YouTube

 

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About the author

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.

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Monthly Market Summary: January 2018

Quarterly Equity Valuations: February 2018


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