Linkfest – 79

Friday, March 9th, 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:

India: Mega opportunities and mega headaches  – Harvard Business Review

Manas Chakravarty: Stagnant exports but growing imports – Livemint

Modicare’s ground reality challenge – Bloomberg Quint

Export woes have little to do with global demand – Business Standard

Downward spiral in bonds seems to be getting worse – Bloomberg Quint

The US tax bill effect on India – Business Standard

What’s causing flat exports – Business Standard

Is corporate India failing? – Urbanomics

History of banking crises – Livemint

An import substitution policy makes little sense – Livemint

T N Ninan: The banking sector is still in crisis – Business Standard

Metro expansion in India – Alpha Ideas

MNCs should go desi  – Business Line

The changing face of Indian banking – Livemint

2018: Macro to micro – Business Standard

Neelkanth Mishra: No reason for bond yields to stay so high  – Business Standard

GST effect on future supply chains – Business Standard



Global corporate cash hoard invested in bonds – Urbanomics

On China becoming a tech superpower – Wired

Secular trends in US inflation – Pragmatic Capitalism

Global trade is fine – Topdown Charts

How money is spent across income groups – Visual Capitalist

Pricing for a segment of one – Business Standard

The return of grains? – The Macro Tourist

Slow Jam the news – The New York Times


Investing and Personal Finance:

Alpha in large cap mutual funds is harder to come by – Business Line

Risk management in investing – The Eighty Twenty Investor

Cognitive bias – Visual Capitalist

Nonsense finance phrases – A Wealth Of Common Sense

Watch out for management quality  – BalaBlogs

Beware the flaw of averages when investing – Livemint

Fear and Greed in the passive era – The Reformed Broker



Bank Recap Of Rs 2.11 Lakh Crore Inadequate – YouTube


Cooperative Federalism in 2018  – YouTube


L2inc: Brand Strategy  – 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: February 2018