Blog
Linkfest
Sunday, August 14th, 2016I 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:
- What are the factors driving the automotive sector (Business Line)
- RBI needs a new monitoring culture (Livemint)
- Economic indicators suggest a mixed picture (Business Standard)
- India’s half -closed door (Mihir Sharma)
- Exports fall, but imports fall much more (Livemint)
- Was Rajan prudent or hawkish? (Livemint)
- The Saudi crisis and its effect on India (Business Line)
More GST:
- History moves in cycles: GST and 1991 (Ajit Ranade)
- GST council will be one of India’s most powerful federal bodies (Livemint)
- GST implementation and equity market implications (Business Line)
- GST could mean the end of the road for the sub-4 metre sedan (Livemint)
- GST effect on the poor (Business Standard)
General:
- Are emerging markets really in charge of their own interest rates? (Bloomberg)
- Is it really surprising that negative interest rates are not pushing consumers to spend? (Naked Capitalism)
- Investors scouting for investments in oil assets (Bloomberg)
- Has the hunt for yields reached emerging markets? (Wells Fargo)
- Is the world really such a bad place? (Ritholtz)
Investing:
- How to read financial news (CFA Institute)
- Can the pendulum swing back toward active management? (FMD Capital)
- Don’t listen to “market experts” (Ritholtz)
- Being process oriented (A Wealth of Common Sense)
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.
