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InvestorPresentations MegaTrends

Mega Trend: India Writing

Source: Investor Presentation of Flair Writing Industries Ltd

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Links

Linkfest: 21 December, 2023

Some stuff I am reading today morning:

Inox India listing today (MC)

2024 to see India’s green hydrogen plans take off (Fortune)

Passive funds tracking Nifty indices see 53% CAGR growth (BT)

Pakistan’s stock markets crash on Dawood news (BW)

Why RBI frequently intervenes in forex market (Rediff)

Russia’s oil exports to India & China surge (Oil Price)

Go First acquisition soon (FE)

India tech startup funding in 2023 (Forbes)

Interview with Christine Benz (Morningstar)

The revenge of the Ottoman Empire (Gavekal)

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FMCG

GCPL: Fifty Fifty

Source: Investor Presentation of Godrej Consumer Products Ltd

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MegaTrends

Mega Trend: India Ophthalmology

Source: Investor Presentation of JB Chemicals & Pharmaceuticals Ltd

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Links

Linkfest: 20 December, 2023

Some stuff I am reading today morning:

Blackstone plans $833 Million exit from Embassy REIT (MC)

100 critical mineral blocks to be auctioned by Feb 2024 (BS)

India’s inbound remittances rise to $125 Billion (Fortune)

Fund Managers find comfort in large caps (Rediff)

Stock Talk: Black Box (FE)

The Temptation of Factor Timing (Alpha Architect)

Buffett: Different kinds of businesses (AM)

Money for Nothing (Daily Reckoning)

Selling Vs Doing (Nick Maggiulli)

18 rules for ageing well (Morningstar)