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:
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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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.