Saturday, July 29th, 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 – Ira Dugal: Consolidation in co-operative banks

Livemint – Tamal Bandyopadhyay: The whys and hows of  bank consolidation

Capital Mind – The ONGC-HPCL deal is about something else

Bloomberg Gadfly – Andy Mukherjee: Saving capitalism from capitalists

Bloomberg Quint – Hurdles to housing for all

Bloomberg Quint – The confusion of GST

Livemint – The governments fight against shell companies

Livemint – The rise of metros

Livemint – Improvement in power discoms

Mostly Economics – GST and creativity

Bloomberg Quint – New minimum wage code bill



Bond Vigilantes – Europe 5 years on

The Big Picture – Thomas Piketty: The rise of China

Urbanomics – A closer look at the Uber business model

Collaborative Fund – Betting on things that never change


Investing and Personal Finance:

Capital Mind – The difference between direct and regular is more than what it seems

Subramoney – Unaffordable Mumbai Housing

The Reformed Broker – Falling stock correlations

The Irrelevant Investor – How do you think about gold?

Monevator – Do you have a money mind?


Youtube – Bihar Politics


Youtube – Aswath Damodaran: How do you value a user?


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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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