Linkfest – 85

Wednesday, July 4th, 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:

Power problems for India – Bloomberg Quint

Indian banks: Let a hundred CEOs bloom – Livemint

IBC may just be the bitter pill power projects need – Livemint

One year of GST: Still miles to go – Livemint

Aparna Iyer on PCA – Livemint

What if stressed loans are higher than expected? – Livemint

LIC and IDBI – Bloomberg Quint

The risks of InvITs – Capitalmind

GST and the textile industry – Bloomberg Quint

Indians love for electronics is a macro headache – Bloomberg Quint

 

General:

The world of finance in a decade – Bloomberg

Amazon’s private label business – The New York Times

Emerging market panic and valuations – Research Affiliates

 

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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: June 2018

Monthly Market Summary: July 2018


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