Categories
MegaTrends

Mega Trend: India Men’s Western Wear

Source: Investor Presentation of Credo Brands Marketing Ltd

Categories
Links

Linkfest: 17 January, 2024

Some stuff I am reading today morning:

HDFC Bank posts 16,373 Cr profits for Q3FY24 (BS)

Bumper Q3 results by Federal Bank (NDTV Profit)

Stock Talk: Paytm (BT)

India’s Lithium deal with Argentina (MC)

Mitsubishi to invest in World’s largest green hydrogen project (Oil Price)

‘Taxtortion’ Epidemic in New India (Money Life)

Why NRIs are returning to India in retirement (Morningstar)

Avoid Investors Who…(Investment Talk)

Grow Yourself (Microcap Club)

Annual Letter to Investors (Tsai Capital)

Categories
Banks

Federal Bank: Remittances Rajah

Source: Investor Presentation of Federal Bank Ltd

Categories
ConferenceCall

Delta: Compulsorily Lose

Source: Earnings Call of Delta Corp Ltd

Categories
Links

Linkfest: 16 January, 2024

Some stuff I am reading today morning:

PNC Infra sells 12 road assets for 9,000 Cr (MC)

Stock Talk: Polycab India (BT)

India’s first $1 Trillion stock (NDTV Profit)

Sovereign Gold Bonds shine in FY24 (BS)

Ramonomics (Money Life)

Manufacturing tax sops near sunset (Forbes)

Indian Startup predictions for 2024 (Inc42)

A guide to navigating Quarterly Noise (Anand Sridharan)

How to generate consistently good returns (Howard Marks)

Houthis attack US ships in Red Sea (AP News)