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:
Indian judiciary in crisis – Quartz
Bank Recap: Quantum is inadequate – Ajay Shah
Record equity issuances may not translate to growth – Bloomberg Quint
Little improvement in corporate debt – Livemint
GST: The tax cost of investment has fallen with a few exceptions – Ajay Shah
Aarati Krishnan: what’s behind the market rally? – Business Line
General:
We are all out of touch – Collaborative Fund
The digital media crash – Talking Points Memo
UST Yield curve is yet not flat – Stock Charts
What the yield curve is telling us – Pragmatic Capitalism
Investing and Personal Finance:
FOMO – Safal Niveshak
Diversify your life – Of Dollars And Data
The lost decade for emerging markets – A Wealth of Common Sense
Why a new direct tax code? And why now? – YouTube
Fineprint on the IBC amendment – YouTube
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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.