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:
Half of SME IPOs trade below offer price – Business Line
Neelkanth Mishra: Currency weakness may persist – Business Standard
Interest rates bouncing back again – Livemint
Micro finance NPAs elevated – Business Standard
SGX steals the Nifty – Capitalmind
Are corporate ROEs improving? – Moneycontrol
India’s widening trade deficit – Bloomberg Quint
Drivers behind volatility in bond markets – Livemint
Headwinds faced by Indian Equities – Alpha Ideas
RBI removes cap on FPIs – Business Standard
Milestone in electrification – Livemint
General:
Japan’s economic miracle – FT Alphaville
Blockchain is a crappy technology and a bad vision for the future – Medium
Finance echo chamber? – Of Dollars And Data
The evolution of moat analysis – Intrinsic Investing
Economists don’t know much about growth – The Economist
The pension time bomb – Visual Capitalist
Cash is still king – FT Alphaville
Perfectionist vs. satisficer – Get Rich Slowly
Online retail moving back offline – FT Alphaville
Net worth breakdown by wealth – Financial Samurai
Investing and Personal Finance:
What are dynamic bond funds – Livemint
Some real estate advice – Livemint
ICICI Prudential’s investment choices – Mutual Fund Critic – Part 1 & Part 2
Find a financial role model – Morningstar
Lump sum is better than dollar cost averaging – Bloomberg
Don’t bet the farm on a single investment – Safal Niveshak
Why dividends can be a problem – Intrinsic Investing
The flatter yield curve – Bloomberg
Book value and buy back disruptions – The Reformed Broker
Doing nothing – Safal Niveshak
Distinction bias – Medium
When Uber takes the place of a second car – Livemint
What should DSP BlackRock investors do? – Livemint
The impact of SEBIs rationalisation of schemes – Bloomberg Quint
Starting points matter – Capitalmind
Staying away from PSUs – 2 Point 2 Capital
State borrowings a concern? – YouTube
Aswath Damodaran on Valuations – YouTube
Jehangir Aziz on Indian Macros – 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.