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
General:
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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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.