Categories
Links

Linkfest: 22 October, 2026

Some stuff I am reading today morning:

US may consider lower tariffs for India (MC)

Festive eCommerce sales lose their sparkle (BT)

What went wrong at eMudhra (ML)

2 senior HDFC officials leaked data (HT)

SpaceX is mostly an AI company (Yahoo)

Company: Allana Consumer Products (BI)

Stock Analysis: Eris Lifesciences (Dr Vijay Malik)

Indian markets are a value trap (Vikas Vij)

The Great Silver Debate (DR)

The Making of a Market Maker (Colossus)

Categories
Observations

40 Year Returns

Source: CLSA

Returns are calculated in same currency, ignoring currency depreciation

Categories
Observations

eMudhra: We have a Problem

Source: eMudhra

Stock has crashed by 20% and hit the Lower Circuit…still no notification to the Stock Exchanges !

Categories
InvestorPresentations

HFCL: Best of Times

Source: Investor Presentation of HFCL Ltd

Categories
Links

Linkfest: 21 October, 2026

Some stuff I am reading today morning:

US may strike Iran (Mario Nawfal)

India-US trade deal within weeks (MC)

India-New Zealand FTA kicks in (Rediff)

Pune Police detain Schaeffler India CEO (NDTV)

Interview with Akash Ambani (BS)

Textile Exporters de-risk from US (FE)

Silver crashes 46% from record high (MSN)

Company: Shilpa Medicare (Tankrich)

Token spending is slowing down (Apollo)

Top 5% of VCs get 90% of the profits (Climateer)