360 One: Competition in Wealth Management

Source: Earnings Call of 360 One WAM Ltd


Linkfest: 21 September,2023

Some stuff I am reading today morning:

Fed holds rates steady (The Street)

SJVN OFS to begin today (MC)

Adani Green & Total Energies form JV (Fortune)

Why HDFC Bank is under performing (FE)

Akasa Air in state of crisis (Rediff)

Tensions between India, Canada spark trade concerns (Toronto Sun)

How Apoorva Mehta stuck gold with Instacart (Forbes)

How likely is a 12% Indian Equity return (Calm Investor)

Anything can happen at any time (Tony Isola)

Jehoshaphat Research: Activist short seller (II)

Annual Reports

Eureka Forbes: First D2C Co

Source: FY23 Annual Report of Eureka Forbes Ltd


Satin: Skin in the Game

Source: Earnings Call of Satin Creditcare Network Ltd


Linkfest: 20 September, 2023

Some stuff I am reading today morning:

Promoter selling at record levels (BT)

Rally in PSU stocks may increase chances of Govt disinvestment (MC)

Stock: NTPC (Rediff)

Serious allegations against Dhanlaxmi Bank (Money Life)

Tata Steel’s Port Talbot set for a green transformation (Oil Price)

Chinese solar module imports to India down by 76% (Fortune)

Xi’s economic policies are leaving China watchers perplexed (CNBC)

Startup: Aether Energy (Forbes)

The lure of thematic funds (Morningstar)

Why investors need to learn coporate demographics (Morgan Stanley)