Categories
Excerpts

Titan: Titanic Ambitions

Source: Annual Report 2017-18 of Titan Company Ltd

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Links

Linkfest: 11 September,2018

Some stuff I am reading today morning:

The Govt plans to give the economy a 32,000 Cr boost (ET)

India turns epicentre of Emerging Markets rout (Mint)

ICICI Bank files insolvency petition against Jaiprakash Associates (BQ)

Fierce bidding for Essar Steel (MC)

M&A Boom in India (BS)

Musings on valuations of certain stocks (Jiten Parmar)

Investors should tender shares in PSU Buybacks (BS)

The Big Short (Macro Tourist)

How the financial crisis still affects investors (Barrons)

Paytm’s Vijay Sharma’s riveting talk at the AMFI Meet (You Tube)

Categories
Excerpts

BILT: Hum Honge Kamyaab, Ek Din

Source: Annual Report 2017-18 of Ballarpur Industries Ltd

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Chart

FMCG Stocks: Great Expectations

Source: CLSA Research

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Chart

Chart: India’s OTT Landscape

Source: Morgan Stanley Research