Interesting 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
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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.