Saturday, July 1st, 2017

I come across a lot of good articles from across the web. This linkfest will help you cut out the noise and focus on what was important in the last week:


Indian Economy:

Livemint – Harsha Jethmalani: GST Migration challenge

Bloomberg Quint – The different views on interest rates by the MPC

Livemint – Aparna Iyer: FIIs avoiding state bonds

Business Standard – Some interesting data analysis on farm loan waivers

Bloomberg Quint – Andy Mukherjee: India’s distressed dozen

Livemint – Cafe Economics: The money illusion problem

Livemint – Harsha Jethmalani: the cost of GST

Livemint – Rebooting the IT industry

Firstpost – Anti-profiteering under GST

Hindustan Times – Why are Indian news channels so disappointing?




Value Walk – There is still a huge appetite for bonds

Livemint – How to consume news

Rodinhoods – The economics of online fashion

Harvard Business Review – MNCs have a bright future, even with all the talk of de-globalization



Investing and Personal Finance:

Safal Niveshak – Why you shouldn’t talk about your stocks publicly

Economic Times – How to analyse annual reports

Wealth of Common Sense – Investing in an overvalued market

Subramoney – Different types of advisors



Youtube – Charlie Munger: The psychology of human misjudgement


Youtube – The ABC of filing GST returns


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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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SEBI Registered Investment Advisor

Monthly Market Summary: June 2017