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Linkfest – 78
Friday, February 16th, 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:
IBC has changed the paradigm for both bankers and for promoters – Livemint
Banning trading abroad is not a choice – Ajay Shah
SBI: The worst is over – Capital Mind
Will MSPs give 50% returns to farmers? – Livemint
Bond market is making its voice heard – Livemint
2 wheelers will lead the EV revolution in India – Livemint
RBI yanks fig leaf off bad loans – Livemint
Latha Venkatesh: India’s new bad loan rules – darkest hour before dawn? – Moneycontrol
Andy Mukherjee: RBI’s ultimatum for banks – Bloomberg
India turns protectionist – Bloomberg Quint
More signs of protectionism: Reinsurance – Business Standard
Deep rooted rot in Indian corporates – Business Line
Holding the mirror on corporate India – Urbanomics
Warnings to India from MSCI – Alpha Ideas
General:
Barry Ritholtz: creativity in explaining market corrections – Bloomberg
Silver lining of market crash: Oil collapse – Livemint
The tulip mania that never was – Mostly Economics
Why competitive advantages die – Collaborative Fund
The American shale revolution – Advisor Perspectives
What are US interest rates signalling about growth and deficits? – FT Alphaville
Crypto correction – The Economist
American vs Chinese tech – The Economist
Investing and Personal Finance:
Scheme name changes – Business Standard
Dollar cost averaging does not work – Think Newfound
Enhancing returns with investment mentors – Disciplined Investing
Gold is not all it’s made out to be – Mr. Zepczynski
Scott Galloway interviews Barry Ritholtz – YouTube
Templeton Debt Market Outlook – 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.
