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InvestorPresentations

HFCL: Best of Times

Source: Investor Presentation of HFCL Ltd

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Links

Linkfest: 21 October, 2026

Some stuff I am reading today morning:

US may strike Iran (Mario Nawfal)

India-US trade deal within weeks (MC)

India-New Zealand FTA kicks in (Rediff)

Pune Police detain Schaeffler India CEO (NDTV)

Interview with Akash Ambani (BS)

Textile Exporters de-risk from US (FE)

Silver crashes 46% from record high (MSN)

Company: Shilpa Medicare (Tankrich)

Token spending is slowing down (Apollo)

Top 5% of VCs get 90% of the profits (Climateer)

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Chart

The Education Paradox

Source: Business Standard

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Links

Linkfest: 20 October, 2026

Wishing readers a very Happy Dussehra

Some stuff I am reading today morning:

Asian markets crash (NDTV)

Jio Platforms raises 8,110 Cr from Anchor investors (MC)

India is buying crude at 120 $/barrel (FE)

Adani Vs Airlines (BS)

Hype around 155 mm shells (Rahul Rao)

China dominates Robotics industry (OP)

AT1 Bonds: The Bigger Lessons (ML)

AI agents won’t help beat the market (AP)

Paid to be stupid (Havenstein)

Death of Venture Capital’s Short Kings (KH)

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Excerpts

Why Tesla went to China

Source: Works In Progress