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Chart Two Wheelers

Chart : Churn in 2W Market

Source: Mint

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MegaTrends

Mega Trend: India Defence Spend

Source: Investor Presentation of PTC Industries Ltd

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Links

Linkfest: 25 September, 2023

Some stuff I am reading today morning:

Sept 30 is the deadline for adding nominees (BS)

Why everyone wants a pie of Adani Green Energy (Rediff)

Apple to ramp up production to $40 Billion in India (BT)

Aggressive divestment creates doubts about PSU stock prices (MC)

Zomato’s value is 35 Rs/share (Aswath Damodaran)

Company: Finolex Cables (BI)

Singaporean investors bet big on India office properties (FE)

Family feuds & wealth destruction of minority shareholders (Money Life)

Why selling is so hard (Flyover Stocks)

How Morgan Housel invests (ETF)

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Links

Weekend Mega Linkfest: 22 September, 2023

Some off beat reads for the weekend:

On the Women’s Reservation Bill (Open)

Canada’s endorsement of terrorism (ORF)

Trudeau needs to provide proof (Toronto Sun)

Lavrov’s speech at UN Security Council (Chebureki Man)

Renewed hostilities between Armenia & Azerbaijan (Cradle)

How Pakistan’s drivers stay safe (ROW)

Thread: China Internet’s racist slurs against India (Wenhao)

The bizarre secret behind China’s spy balloon (Yahoo)

Afghanistan: Understanding the greater game (Tribune)

Palki Sharma is the face of rising, angry India (Print)

Meeting Mumbai again (AFar)

Yom Kippur, 1973 (TOI)

Norway’s apple cider (BBC Travel)

Thread: 12 best Korean movies (Peter Yang)

Obituary: Gita Mehta (Mint)

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Chart

Chart : US Treasury Yields