Linkfest – 80

Saturday, April 7th, 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:

Goldilocks economy – Livemint

Uncertain times in bond markets – Business Standard

India’s credit market – Urbanomics

Urjit Patel’s speech – Mostly Economics

Aarati Krishnan: Bond market breaking away from the MPC – Business Line

Sluggishness in labour intensive sectors – Livemint

GST Collections better than expected – Business Standard

Manas Chakravarty: Falling employment in India – Livemint

Mobile internet users in India nearing 500 million – Bloomberg Quint



Huge foreign flows from global investors to US stocks – Topdown Charts

The case for active management in International Equities – Advisor Perspectives

Time for European equities? – The Macro Tourist

Bank Financing: The Disappearance of Interbank Lending – The Big Picture

The rise of micro brands  – Medium

China’s belt and road project – Nikkei Asian Review


Investing and Personal Finance:

The new debt fund categories – Livemint

When there is a simple solution, why do we complicate it? – BalaBlogs

It’s important to play defence as well – Get Rich Slowly

How to talk to people about money  – Collaborative Fund

A closer look at the real estate sector – Investment Wala Dost

Large cap funds struggling to beat benchmark  – Livemint

Monika Halan: Which money mistake grade are you at? – Livemint

Diworsification – The Reformed Broker

Closed ended funds are not a great deal – Morningstar




The API is becoming the primary interface for business – YouTube


Last Week Tonight: Cryptocurrencies  – YouTube


Rise of Digital Media in India  – YouTube


Saurabh Mukherjea on India Equities  – YouTube


State of Property Market in India  – 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: March 2018

Quarterly Equity Valuations: April 2018