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MegaTrends

Mega Trend: India Commodity Options

Source: Investor Presentation of Multi Commodity Exchange of India Ltd

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Links

Linkfest: 24 April, 2024

Some stuff I am reading today morning:

India 4th largest military spender in 2023 (Fortune)

150 Cr fraud at M&M Finance (NDTV Profit)

Adani stocks now have a prominent investor base (BS)

Company: PI Industries (Forbes)

The 4 fallacies of MF Stress Test (Money Life)

Interview with Ashish Shah, CIO Goldman Sachs Asset Mgmt (BP)

Are you an investment historian or a futurist? (Morningstar)

The market is running on FED Happy Talk (DR)

Watch the $ Crumble (QTR)

Think slow (Prof Galloway)

Categories
InvestorPresentations

The Telecom Gear Opportunity

Source: Investor Presentation of Tejas Networks Ltd

Categories
Telecom

India Telecom Market Share

Source: Investor Presentation of Reliance Industries Ltd

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Links

Linkfest: 23 April, 2024

Some stuff I am reading today morning:

Adverse election outcome could crash indices by 30%-35% (Fortune)

Reliance’s pre tax profits crosses 1 Lakh Crore (MC)

HM Amit Shah’s stock portfolio (NDTV Profit)

Stock Talk: IREDA (BT)

Startup: Rubrik (Forbes)

The art of investing in banks (Pari Passu)

Commodities are outperforming in 2024 (Capital Spectator)

The Central Bank Gold stampede (Katusa)

Investors are pulling out of risk parity funds (Climateer)

Are side hustles worth it? (RetireBy40)