Source: CLSA Research
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Mega Trend: India Power Demand
Source: CLSA Research
Author: Raoji
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Linkfest: 14 Februrary, 2019
Some stuff I am reading today morning:
Bank Credit grows 14.5% (BT)
Kalashnikov assault rifles to be Made in India (FE)
Changes at Tata Trusts (BS)
Alt Balaji subscriptions on the rise (Forbes)
The making of Gadkari Gathbandhan (Mint)
On India’s Food Delivery Apps (BQ)
SMEs of Chakan (OB)
The proper wiring for a long term investor (Seth Klarman)
Short Money Rules (Morgan Housel)
The Seed Slump (A VC)
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CG Power: Watch Out Below !
CG Power is down 30% (Promoter pledge 100%)
Today in the conf call mgmt told NO Promoter pledge is being revoked till now. Given today’s fall, if lender revoke shares… fall moving ahead could be even bigger!
Need to remain Extremely cautious
— Yatin Mota (@YatinMota) February 13, 2019
There are two times making money is too easy in the Market
1) Last phase of the Bull Market if you are long (October – Decmeber 2017)
2) Last phase of the Bear Market if you are Short (Guess)
— Amit jeswani (@Amit_Jeswani1) February 12, 2019
