Linkfest

Saturday, July 9th, 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:

 

General:

  • Global growth may not be as bad as we expect (Manas Chakravarty)
  • The less than benign effect of PE investments (Urbanomics)
  • Brexit is likely to keep beating up emerging markets (WSJ)
  • European geopolitics (Reuters)
  • Italian vs Indian banking woes (Urbanomics)
  • Where machines could displace humans and where they can’t (McKinsey)
  • BRICS: past vs present (Foreign Policy)

 

Investing:

 

Charts:

Source: McKinsey, Ritholtz
Source: WSJ, Ritholtz

 

Ruchir Sharma on the population plateau


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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