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:
Moneycontrol – Indianomics: PSB Consolidation
Livemint – Calls for a weaker rupee are misguided
Livemint – India’s rural distress puzzle
Bloomberg Quint – Changing Centre-State relations
Livemint – Large conglomerates only invest in a handful of states
Livemint – Life insurers struggle to retain policyholders
Livemint – The state of branded generics
Bloomberg Gadfly – Andy Mukherjee: Passing the bad asset parcel
Bloomberg Quint – 99 per cent of demonetised currency was returned
Mostly Economics – Physical savings vs. financial savings
Bloomberg Quint – Indian labour force to be the worlds largest
Capital Mind – India experiencing lowest growth in four years
General:
Livemint – Whatapp process outsourcing
The Economist – Declining airport profits
Quartz – The falling dollar
Investing and Personal Finance:
Financial Samurai – Its ok to spend a little
Subramoney – Overanalysing is dangerous
MF Critic – The pitfalls of hybrid funds
A Wealth of Common Sense – Technology cannot do everything in finance
Subra Money – SIPs and disappearing alpha in mutual funds
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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.