Linkfest – 78

Friday, February 16th, 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:

IBC has changed the paradigm for both bankers and for promoters – Livemint

Banning trading abroad is not a choice – Ajay Shah

SBI: The worst is over – Capital Mind

Will MSPs give 50% returns to farmers? – Livemint

Bond market is making its voice heard – Livemint

2 wheelers will lead the EV revolution in India – Livemint

RBI yanks fig leaf off bad loans – Livemint

Latha Venkatesh: India’s new bad loan rules – darkest hour before dawn? – Moneycontrol

Andy Mukherjee: RBI’s ultimatum for banks – Bloomberg

India turns protectionist  – Bloomberg Quint

More signs of protectionism: Reinsurance  – Business Standard

Deep rooted rot in Indian corporates – Business Line

Holding the mirror on corporate India – Urbanomics

Warnings to India from MSCI – Alpha Ideas

 

General:

Barry Ritholtz: creativity in explaining market corrections – Bloomberg

Silver lining of market crash: Oil collapse – Livemint

The tulip mania that never was – Mostly Economics

Why competitive advantages die – Collaborative Fund

The American shale revolution  – Advisor Perspectives

What are US interest rates signalling about growth and deficits? – FT Alphaville

Crypto correction – The Economist

American vs Chinese tech – The Economist

 

Investing and Personal Finance:

Scheme name changes – Business Standard

Dollar cost averaging does not work – Think Newfound

Enhancing returns with investment mentors  – Disciplined Investing

Gold is not all it’s made out to be – Mr. Zepczynski

 

 

 

Scott Galloway interviews Barry Ritholtz – YouTube

 

Templeton Debt Market Outlook  – 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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