Linkfest – 75

Friday, January 12th, 2018

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:

Manas Chakravarty: Fiscal trends – Livemint

The rise of NBFCs – Mostly Economics

Akash Prakash – Will inflation return in 2018? – Business Standard

2017: The year of the minority shareholder – Livemint

The upcoming disruption in Indian energy sector – Value Investor India

The illusion of India’s Middle class – The Economist



The new US Tax law – Harvard Business Review

Europe’s new financial law: MiFID – The Economist

What are green bonds really  – FT Alphaville

The bubble in “Big Brands” – FT Alphaville


Investing and Personal Finance:

Doing nothing as a strategy – Collaborative Fund



Structural shift in fertiliser space  – YouTube


SEBI crackdown on PWC  – 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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Monthly Market Summary: December 2017

Linkfest – 76