Categories
Chart

India is still # 1

Source : Financial Times

Categories
FundFlow

FIIs 17 Year Cumulative Negative

Source : WhatsApp Forward

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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

Categories
InvestorPresentations

Adani Ensol: Debt Dollarisation

Source: Investor Presentation of Adani Energy Solutions Ltd