Linkfest – 84

Friday, June 22nd, 2018

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:

Agriculture: The age of surplus – The Indian Express

Transparency in state bonds – Business Standard

RBI gives UCBs another shot – Bloomberg Quint

UPI 2.0 – Business Standard

Bond yields continue to rise – Bloomberg Quint

Rising risks to financing the CAD – Livemint

Malls are back with a vengeance  – Business Standard

India in 2017 suffered a net loss of 2 percent of its millionaire population – New York Times

Brewing subprime mortgage crisis in India? – Bloomberg Quint

Credit Growth numbers breakdown – Moneycontrol

TV Disruption – Bloomberg Quint

The big cost of small business – Livemint

But also, MSMEs driving commercial credit flows – Bloomberg Quint



Private Equity myths busted – Urbanomics

Private Equity is not a silver bullet – A Wealth of Common Sense

The case for European equities – The Economist

AI and investing – Morningstar

Fed raises interest rates – Bloomberg Quint

China starting to reign in shadow banking – The Economist

Howard Marks on index investing, algorithmic investing and AI  – Oak Tree Capital


Investing and Personal Finance:

Why do stocks generally go up over time – A Wealth of Common Sense

What will your children inherit – Subramoney

The unexpected leads to the unexpected  – A Wealth of Common Sense

Too big to be simple? – A Wealth of Common Sense


: Website may require user registration and/or membership

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.

View all author posts →

Linkfest – 83


Monthly Market Summary: June 2018