Blog
Linkfest – 84
Friday, June 22nd, 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:
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
: 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.
