Linkfest

Monday, August 1st, 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:

  • Is the stressed asset business ready to take off? (Business Standard)
  • The governments report card on removing outdated laws (Livemint)
  • Indian Bond yields near 2009 low (Ira Dugal)
  • The cost of our informal economy (Urbanomics)
  • Why service inflation matters (Business Line)
  • Brighter prospects in the Indian jobs market (Economic Times)
  • 1991 reforms and diet: “Sunday Ho Ya Monday, Roj Khao Ande” (Livemint)
  • Slowdown in credit growth is due to stress in public sector banks (Raghuram Rajan)
  • The Ebb and flow of M&A in India (Business Line)
  • Shallow talent pool in Maharashtra government (Livemint)
  • Is the seventh pay commission really a bonanza? (Vinod Rai)
  • India’s quality of growth is improving (Business Standard)
  • Both the magnitude and the quality of the fiscal deficit is worsening (Business Standard)

 

General:

 

Investing:

  • Be disciplined enough to deal with uncomfortable moments (Mullooly)
  • Is the golden era of dividend growth over? (Morningstar)
  • Too much choice is not necessarily a good thing (Irrelevant Investor)
  • Turn off the return ticker on your screen (SparkFin)

 

 

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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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