Categories
Links

Linkfest: 22 December, 2023

Some stuff I am reading today morning:

Landmark Judgement: SAT restores LAS pledges (Money Life)

Waaree Energies to invest $ 1 Billion in Texas solar factory (BW)

Adani family to invest $ 1 Billion in Adani Green (BS)

Piramal Enterprises to adjust 3,164 Cr AIF exposure (Fortune)

Biggest wealth destroying stocks in 2018-2023 (BT)

IPO rush ahead of FPI holiday season (Rediff)

Mumbai builder shares are up against the Adani whale (MC)

Oil & Gas boom in America (Oil Price)

How Houthi attacks impacts global shipping (VC)

Hermes billionaire wants to leave fortune to gardener (MB)

Categories
Debt

Chart: Regime Change

Source: Gavekal Research

Categories
InvestorPresentations MegaTrends

Mega Trend: India Writing

Source: Investor Presentation of Flair Writing Industries Ltd

Categories
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)

Categories
FMCG

GCPL: Fifty Fifty

Source: Investor Presentation of Godrej Consumer Products Ltd