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
General:
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
: Website may require user registration and/or membership
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.