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
General:
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
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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.