Categories
InvestorPresentations

Zydus: Trend is Friend

Source: Investor Presentation of Zydus Wellness Ltd

Categories
Airlines

Airlines: Turbulent Times

Source: Mint

Categories
Links

Linkfest: 17 March, 2026

Some stuff I am reading today morning:

India puts rider to signing US trade deal (MSN)

Iran sets two conditions for India (MC)

US-Iran war can cause global food shock (FT)

Trump facing stark choices (NY Times)

Weight loss drugs set to flood India (Rediff)

Stock Talk: Gravita India (FE)

Company: Pace Digitek (Value2Wealth)

When low beta stocks stop working (Klementon)

Venture Capital doesn’t exist (Investing 101)

Why I own Gold bars (Humble $)

Categories
Letters

Nowhere to go

Source: Financial Times

Categories
Commodities

Oil Recoil

Source: Wall Street Journal