Source: Investor Presentation of Hindustan Unilever Ltd
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Author: Raoji
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Linkfest: 25 April, 2025
Some stuff I am reading today morning:
Why Pak Army Chief Asim Munir wants war (India Today)
Pakistan airspace closure to Indian Airlines (FE)
India FY25 Trade Deficit with China close to $100 Billion (Rediff)
Russia’s Oil Exports to China & India rebound (OP)
US will face an economic crisis from May 10 onwards (Molson Hart)
ED conducts raids at Gensol premises (MC)
Gensol Promoters face FEMA detention (BW)
Deep Dive: SAMHI Hotels (Zen Nivesh)
Gold: The Everything Hedge (DR)
Why Macro Forecasting is Impossible (Big Picture)
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Cheating ET
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Linkfest: 24 April, 2025
Some stuff I am reading today morning:
India takes measures against Pakistan (Fortune)
Indus Waters is existential for Pakistan (BT)
India-Pakistan tensions near Breaking Point (ORF)
Devyani’s Biryani Deal leaves investors bitter (BW)
Company: MakeMyTrip (Forbes)
Stock Talk: Swaraj Engines (FE)
Trump has blinked (Yahoo)
India-US BTA talks begin in Washington (FE)
Luxury items above 10L to attract 1% TCS (Rediff)
Strategically De-Risking US Drug Supply Chains (RAND)