Saturday, July 8th, 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:

Bloomberg Quint – Profligate state level spending

Bloomberg Quint – Praveen Chakravarty: State redistribution

Capital Mind – 5 Business groups can bring the banking system to its knees

Livemint – Bank Credit growth is still very weak

Outlook India – Real estate in India today



McKinsey & Company – Batteries are the next disruptor in the power sector

NY Times – Poland: The next emerging market?

Bloomberg – New economy meets old economy

The Economist  – Germany exports too much

Bloomberg – Barry Ritholtz: Nothing endures but change

Mostly Economics – Tax evasion: For big corporates it is arbitrage, but for small companies it is fraud


Investing and Personal Finance:

Subramoney – What is the best portfolio?


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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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Monthly Market Summary: June 2017

Quarterly Equity Valuations: July 2017