Categories
Links

Mega Linkfest: 19 August, 2022

Some off beat reads for the weekend:

Nitish Kumar: The Last Gambit (M J Akbar)

On the Bilkis Bano case (Vir Sanghvi)

On the New Mexico killings (Op India)

Thread: On Crowd Funding Platforms (Dr Prashant Mishra)

The Century of Climate Migration (Guardian)

Lebanon suffers from Stockholm Syndrome (Arab News)

Corruption in the Ukraine War (Gray Zone)

The real role of Chechens in Ukraine (Al Jazeera)

Rushdie & Bombay (TOI)

Ailing Empire Blues (Baffler)

Pyramid Scheme (Truly Adventurous)

Why I left Academia (Quillete)

Auto Review: Tata Nexon EV Max (Team BHP)

Fashion: Masaba Gupta (Mint)

Thread: 15 Powerful Visuals about Life (Wisdom)

Categories
InvestorPresentations

Jain Irrigation: Kaha Gaye Woh Din

Source: Investor Presentation of Jain Irrigation Systems Ltd

Categories
Autos

EV India : What an Unpenetrated Market Looks Like

Source: Investor Presentation of Gensol Engineering Ltd

Categories
Chemicals

DCW : Forgetting the Competition

In its’s latest Investor Presentation, DCW asserts that its the sole manufacturer of CPVC in India

It has competition now from Meghmani Finechem Ltd which has the largest C-PVC capacity in India of 30 KTPA

Categories
Links

Linkfest: 19 August, 2022

Some stuff I am reading today morning:

Discoms of 13 states barred from power trading (BS)

IPO season is back (MC)

Wipro cuts variable pay of employees (Rediff)

Marico eyes 500 Cr from D2C brands (BT)

Convenience fees on flights, movie tickets to be regulated (Fortune)

Pantomath Stock Brokers fined by SEBI (Money Life)

Business as usual at Baillie Gifford (Bloomberg)

Alpha from short term signals (Larry Swedroe)

Interview with Kenneth Tropin (Barry Ritholtz)

Research: SME Exchanges of India (RBI)