Blog
Linkfest – 79
Friday, March 9th, 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:
India: Mega opportunities and mega headaches – Harvard Business Review
Manas Chakravarty: Stagnant exports but growing imports – Livemint
Modicare’s ground reality challenge – Bloomberg Quint
Export woes have little to do with global demand – Business Standard
Downward spiral in bonds seems to be getting worse – Bloomberg Quint
The US tax bill effect on India – Business Standard
What’s causing flat exports – Business Standard
Is corporate India failing? – Urbanomics
History of banking crises – Livemint
An import substitution policy makes little sense – Livemint
T N Ninan: The banking sector is still in crisis – Business Standard
Metro expansion in India – Alpha Ideas
MNCs should go desi – Business Line
The changing face of Indian banking – Livemint
2018: Macro to micro – Business Standard
Neelkanth Mishra: No reason for bond yields to stay so high – Business Standard
GST effect on future supply chains – Business Standard
General:
Global corporate cash hoard invested in bonds – Urbanomics
On China becoming a tech superpower – Wired
Secular trends in US inflation – Pragmatic Capitalism
Global trade is fine – Topdown Charts
How money is spent across income groups – Visual Capitalist
Pricing for a segment of one – Business Standard
The return of grains? – The Macro Tourist
Slow Jam the news – The New York Times
Investing and Personal Finance:
Alpha in large cap mutual funds is harder to come by – Business Line
Risk management in investing – The Eighty Twenty Investor
Cognitive bias – Visual Capitalist
Nonsense finance phrases – A Wealth Of Common Sense
Watch out for management quality – BalaBlogs
Beware the flaw of averages when investing – Livemint
Fear and Greed in the passive era – The Reformed Broker
Bank Recap Of Rs 2.11 Lakh Crore Inadequate – YouTube
Cooperative Federalism in 2018 – YouTube
L2inc: Brand Strategy – 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.
