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Links

Weekend Mega Linkfest: 24 January, 2025

Some off beat reads for the weekend:

Realpolitik back in US foreign policy (IM 1776)

Israel just lost a war (TOI)

Foolish Lady Bishop Vs Trump ( Front Page)

The Left hysteria over Trump (USA News)

Thread: Manipur Crisis (Maj Rawat)

2025 will be a lean year for Indian politics (Print)

The menace of illegal Bangladeshi immigrants (First Post)

The forgotten Maoist war in Bastar (Scroll)

Pakistan is losing its Glaciers (New Lines)

Syria’s future depends on the Kurds (NI)

Profile: T K Radha (IAS)

Thread: The evil Jihadi Aurangzeb (Savitri M)

Vedic Wisdom needs to be lived (Maria Wirth)

Drive: Kolkata to Aurangabad (Team BHP)

Letting go of reading goals anxiety (Walrus)

Categories
Chart

India is still # 1

Source : Financial Times

Categories
FundFlow

FIIs 17 Year Cumulative Negative

Source : WhatsApp Forward

Categories
Links

Linkfest : 24 January, 2025

Some stuff I am reading today morning:

Transcript of Trump speech at Davos (WH)

US sanctions hit Russian oil supply to India (Rediff)

Indonesia joins BRICS (Oil Price)

The Union Budget will be a litmus test (Money Life)

Stock Watch: Metal Stocks (FE)

Fund investors are over allocated to stocks (Morningstar)

On $Trump and what it means (Fintech Brainfood)

The perils of abusing leverage (DR)

Honesty about Better (Seth Godin)

Q4 2024 Letter to Investors (Greenlight)

Categories
Cement

Ultra Tech: Cement Costs

Source: Investor Presentation of UltraTech Cement Ltd