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:
Structural change in real estate – Business Standard
Disinvestment economics – Bloomberg Quint
Is India on the cusp of a fiscal revolution? – Livemint
Cloning of PSBs – Mostly Economics
Manas Chakravarty: The capex conundrum – Livemint
Ajit Ranade: Farmers need economic freedom – Livemint
Bond markets out of sync with Monetary Policy – Bloomberg Quint
Budget:
The new LTCG – Capital Mind
The new healthcare scheme – Capital Mind
Budget and crypto currencies – Mostly Economics
NDA vs UPA: Budget edition – Livemint
Neelkanth Mishra: Budget economics, MSP edition – Business Standard
General:
The new US tax law disruption – WSJ
Barry Ritholtz: Leave aside your political feelings about US tax cuts – Bloomberg
Chinese rural e-commerce – Urbanomics
Bonds and momentum – Pragmatic Capitalism
The death of clothing – Bloomberg
Investing and Personal Finance:
Indian equities and risks – The Eighty Twenty Investor
Focus on what you can control – Safal Niveshak
Why did markets fall? Nobody knows- The Evidence-Based Investor
What is worrying bond markets – YouTube
Praveen Chakravarty: 10 Things from Economic Survey – YouTube
Neelkanth Mishra and Sonal Varma on Budget and Macros – YouTube
Sajjid Chinoy on Budget – YouTube
Morgan Housel on Investing – 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.