Linkfest: 15 November, 2023

Some stuff I am reading today morning:

MSCI recast today (MC)

Centre to begin auction of 20 critical minerals (FE)

Thread: US Inflation is receding (Justin Wolfers)

UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)

Stock Talk: Adani Wilmar (BT)

Thread: Electrosteel Castings (Raghav Wadhwa)

Interview with deep value investor Rich Pzena (Ioandc)

Spotlight: Indian Whiskey (Forbes)

Diversification is not a ‘free lunch’ (BI)

Tech is going to get much bigger (Not Boring)

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