Saturday, September 17th, 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 shift in consumption from staples to discretionary (Livemint)
  • Delay in tariff changes are hurting discoms (Business Line)
  • Indian companies are earning less on their invested capital than the cost of debt (Livemint)
  • Inflation falls to 5 per cent (Capital Mind)
  • Will India turn old before it turns rich? (Livemint)
  • Indian fuel prices are moving up even though global prices are flat (Indian Express)
  • Ownership transfer is the new normal in infra (Livemint)
  • Bank Fraud: Jan Dhan edition (Indian Express¬†and The Economist )
  • Whats the real rate of the rupee? (Livemint)
  • Bollywood’s broken investment model (Livemint)



  • The Dollar, the Remnibi and reserve currencies (GMO)
  • America: the land of the big and the consolidated (The Atlantic)
  • Why do business channels ask executives about economic policy? (Mostly Economics)
  • Market focus on FED hike timing is a distraction (Mohamed El-Erian)




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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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