Categories
MegaTrends

Mega Trend: Recycling of EV Batteries

Source: Investor Presentation of Himadri Speciality Chemical Ltd

Categories
Links

Linkfest: 14 January, 2025

Some stuff I am reading today morning:

Rupee slides to 86.5 per USD (FE)

GST Search at PB Fintech’s offices ( MC)

JSW Energy is successful bidder for KSK Mahanadi (FE)

A financial storm is brewing (The Market)

Mahakumbh 2025: A 2 Lakh Cr economic phenomenon (Fortune)

Real Estate outlook for 2025 (BI)

Deep Dive into CDMOs (Value Quest)

First Leasing: Irony of Irani (Money Life)

The stock market is the economy (Sherwood)

Minimum levels of stress (Morgan Housel)

Categories
Bonds

The Global Bond Market Trantrum

Source : Wall Street Journal

Categories
Tweets

The Trump Rally is Gone

Categories
Links

Linkfest: 13 January, 2025

Some stuff I am reading today morning:

Global bond trantrum a worrisome start to New Year (Yahoo)

FPIs withdraw 22,194 Cr in Jan (Rediff)

5 IPOs to debut this week (MC)

Russian oil supply to India to get curbed (Reuters)

Oil Bulls are back (Oil Price)

India’s defence exports soar 30x (Fortune)

Gold outlook for 2025 (BI)

Canada plans retaliatory tariffs on US ( CNN )

Dividends are a feature, nothing more (Josh Brown)

7 Pillars of market bubbles (Arcadian)