Friday, November 3rd, 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 few weeks:


Indian Economy:

Business Standard  – Can mutual fund flows sustain?

Livemint – The renewed focus on improving human and social capital in India

Livemint – The consolidation in telecom

Livemint – The rise of DIIs

Livemint – Why fiscal stimulus may not work

Capitalmind – The bank recap program

Mostly Economics – Bank Recap: Old wine in new bottle?

The Print – More views on Bank Recapitalisation

Business Standard  – Are jobs concerns overblown?

Business Standard  – Government gets bigger



Urbanomics – The best and worst case matter little to the economy

Project Syndicate – Kenneth Rogoff – Crypto – Fool’s gold

Bond Vigilantes – Falling EM bond yields

Business Standard  – Would you pay for online news?

TechCrunch – VCs can be toxic for startups


Investing and Personal Finance:

Farnam Street Blog – Confirmation bias and its effects

IiAS – Indian corporate performance and AGM timing

Livemint – Overcoming loss aversion

MF Critic – SEBIs new fund classification scheme

The Big Picture – The irony of equity investing

Bloomberg – When to sell?

The Fat Pitch – You will probably do very well if you know nothing about markets

Collaborative Fund – The power of the exponential



YouTube – Aswath Damodaran: Is bitcoin an asset, currency, commodity or collectible?


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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: October 2017