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:
Power problems for India – Bloomberg Quint
Indian banks: Let a hundred CEOs bloom – Livemint
IBC may just be the bitter pill power projects need – Livemint
One year of GST: Still miles to go – Livemint
Aparna Iyer on PCA – Livemint
What if stressed loans are higher than expected? – Livemint
LIC and IDBI – Bloomberg Quint
The risks of InvITs – Capitalmind
GST and the textile industry – Bloomberg Quint
Indians love for electronics is a macro headache – Bloomberg Quint
General:
The world of finance in a decade – Bloomberg
Amazon’s private label business – The New York Times
Emerging market panic and valuations – Research Affiliates
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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.