Categories
Links

Linkfest : 24 January, 2025

Some stuff I am reading today morning:

Transcript of Trump speech at Davos (WH)

US sanctions hit Russian oil supply to India (Rediff)

Indonesia joins BRICS (Oil Price)

The Union Budget will be a litmus test (Money Life)

Stock Watch: Metal Stocks (FE)

Fund investors are over allocated to stocks (Morningstar)

On $Trump and what it means (Fintech Brainfood)

The perils of abusing leverage (DR)

Honesty about Better (Seth Godin)

Q4 2024 Letter to Investors (Greenlight)

Categories
Cement

Ultra Tech: Cement Costs

Source: Investor Presentation of UltraTech Cement Ltd

Categories
InvestorPresentations

Adani Ensol: Debt Dollarisation

Source: Investor Presentation of Adani Energy Solutions Ltd

Categories
Links

Linkfest: 23 January, 2025

Some stuff I am reading today morning:

Gold hits lifetime high (Rediff)

Modi mulls measures to counter Trump threats (DH)

UK’s wealthiest 10% took half of India’s wealth (MC)

Trump Vs Wind Energy (USA Today)

SEBI proposes Rs.250 SIPs (BS)

Which fund houses are the Equity Champions? (Cafe Mutual)

Bitcoin: Time to cash in? (Forbes)

Jamie Dimon on tariffs (CNN)

Stock market is both -voting & weighing machine (Morningstar)

Buffett: Investing in Industries Vs Cos (AM)

Categories
Chart

India is Trump Country

Source : Financial Times