Source: Investor Presentation of Oriental Rail Infrastructure Ltd
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Author: Raoji
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CPCL: Margin Tonic
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Linkfest: 23 October, 2026
Some stuff I am reading today morning:
NASDAQ falls more than 2% (CNBC)
US Treasury yields tumble below 5% (FE)
Oil markets are not normal (Reuters)
The Retail unwind is now contagion (BW)
Saudi Arabia’s airports and oil fields under attack (AN)
Gujarat facing power crunch (ML)
Grid constraints in India (OP)
Stock Talk: HEG Advanced Materials (Singularity)
3G Capital: Built to Own (Colossus)
Health & Wealth fuel each other (Humble $)
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TARIL: Continuous Flow
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