Blog
Linkfest – 77
Thursday, February 8th, 2018I 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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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.
