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Linkfest – 81
Friday, May 4th, 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:
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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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.
