Linkfest

Saturday, April 30th, 2016

I come across a lot of good articles from across the web. Here is a summary of a few from the last week that give food for thought:

 

Indian Economy:

  • The mismatch in value between food stocks procured by states and the loans they have taken against them (Banker’s Trust)
  • Gujarat is defaulting on its renewable purchase obligations in the power sector. What does it imply when the same policies are being taken to a national level? (Business Standard)
  • The put option in India’s unicorns (Livemint)
  • India is the biggest virtual exporter of water (Livemint)
  • Budget allocation for health was less than half the total funds promised (Livemint)
  • LIC’s black box of debt (Livemint)
  • The MCA portal is a pain to use (Livemint)
  • Uber vs Ola: Legal edition (Business Standard)

 

General:

  • The unravelling of the unicorn fantasy (Quartz)
  • The decline of manufacturing jobs. What does it mean for India? (NY Times)
  • Societe Generale got China right (FT Alphaville )
  • Kicking the can down the road (AVC)
  • How the media blows things out of proportion (Visual Capitalist)

 

Investing:

 

Visual capitalist

Courtesy of: Visual Capitalist

 

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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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