Linkfest

Friday, November 11th, 2016

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

 

Indian Economy:

  • Residential real estate prices have been stagnant for the last two years (Indian Express)
  • A look at the monthly budget of the average rural household (Quartz)
  • India’s moment in the Suez Canal crisis (Business Line)
  • SBI’s top 100 wilful defaulters (DNA)
  • PE/VC funds have a lot of dry powder (Livemint)
  • India on the verge of turning its good tax bad (Mihir Sharma)

 

Cash Crash:

 

General:

  • Decreasing Chinese reliance on imports (Urbanomics)
  • Unconventional interest rate tightening underway in the US (Bond Vigilantes)

 

US Elections:

  • The impact of a Trump presidency on the world economy (The Economist )
  • What does a Trump Presidency actually mean for the economy and markets (Macro Man)

 

Investing:

 

Barry Ritholtz interviews Aswath Damodaran (Ritholtz)

 

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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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