Blog
Linkfest – 95
Monday, October 29th, 2018Interesting commentary from across the web in the last few weeks:
MIB: Howard Marks, Oaktree Capital – The Big Picture
Confessions of an equity analyst – Value Research
The impact of NBFCs on fund flow to the economy? – Bloomberg Quint
The $80 Trillion world economy in one chart – Visual Capitalist
The next recession – The Economist
The future of healthcare – The Economist
Beware of market timing rules of thumb – Insecurity Analysis
The land challenge underlying India’s farm crisis – Livemint
Amazon’s private label business – CNN
The NBFC scare isn’t over yet – Bloomberg Quint
Public sector enterprises are poor investments – Mihir Sharma and Aarati Krishnan
Warnings mount for leveraged-loan market – FT Alphaville
Decoding the NBFC bailout – Capitalmind
23 charts and maps that show the world is getting much, much better – Vox
A lost decade of dollar cost averaging – A Wealth of Common Sense
Oil’s rally isn’t over yet – Bloomberg Quint
Moral investments aren’t outperforming – FT Alphaville
Slowing US momentum- The Reformed Broker
What happens when interest rates rise? – Morgan Housel
Haste Makes Waste – Morgan Housel
The electric future will start on two wheels – Bloomberg
Credit Risk Funds pose a problem – INR Bonds
Investing is Hard – YouTube
: 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.
