Interesting commentary from across the web in the last few weeks:
The new breed of FMCG startups – Bloomberg Quint
The misleading narratives of our time – Urbanomics
Death of passive management? – Institutional Investor
Spot electricity spikes turning structural? – Livemint
A fix to the commission problem – ValueResearch
The US Tax reform gave a massive boost to US financial assets – Macro Tourist
The world is full of surprises – Morgan Housel
Asia is not immune to EM woes – The Economist
Analyst Buy/Sell Ratings are the worst – Innovate Wealth
Amazon’s Anti-trust paradox – Yale Law Journal
The recent correction put in perspective – The Calm Investor
The rise of private labels has transformed CPG companies – CBInsights
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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.