Friday, October 20th, 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:

The great Indian construction slowdown – Livemint

Demonetisation blow to Microfinance – Livemint

Manas Chakravarty: What went wrong in the economy – Livemint

Mumbai housing is not affordable – Bloomberg



The worlds most powerful leader – The Economist

Seven deadly sins of AI – MIT Technology Review

Percieved vs. actual value – One Percent Decisions

The scale of tech winners – Benedict Evans

Barry Ritholtz: Software hasn’t come close to eating the world – Bloomberg

Interview with Scott Galloway – Barry Ritholtz


Investing and Personal Finance:

It’s not about active vs passive – Peter Lazaroff

Nothing fixed about fixed income – Livemint

Should you invest in International Funds – Business Standard

Aarati Krishnan: Better ways to clean up mutual funds – Business Line


The change of guard in China – YouTube


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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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Quarterly Equity Valuations: October 2017