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Annual Reports Excerpts

Gautam Adani: Bet on India

Source: Chairman’s Message, Adani Enterprises Ltd FY23 Annual Report

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Links

Linkfest: 31 July, 2023

Some stuff I am reading today morning:

RBI likely to maintain status quo on interest rates (MC)

Nykaa faces uphill Beauty Battle (Inc 42)

On L&T’s buyback (Forbes)

BSE’s derivatives journey sees speed bumps (Rediff)

NTPC hits over a decade high (BS)

Interview with Prashant Jain (Morningstar)

Business Analysis of Jewelry retailers (Dr Vijay Malik)

Company: Steelbird (BI)

Cash as the best insurance asset (Discipline Funds)

BoJ: Owner of the last resort (Validus)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

India’s Decadal Moment (AI)

SBFC: See you in Court (AI)

Who’s Collecting? (AI)

Poonawalla: Combo Choice (AI)

Snapshot: Indian Hospitality (AI)

15 Smallcaps with major MF holdings (MF)

Aether: Biggest Pilot (AI)

Tata Consumer: Naya Engines (AI)

Mega Trend: India Wealth Management (AI)

The Trillion $ scam (Yahoo)

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Links

Weekend Mega Linkfest: 28 July, 2023

Some off beat reads for the weekend:

PM Modi’s Guarantee (Narendra Modi)

One Nation, One Civil Law (Open)

Ethnic clashes in Manipur (Crisis Group)

Hunger as deadly as Bullets in Sudan (Arab News)

Pakistan & Iran’s diplomatic turnaround (Cradle)

Assessing Nepal’s deals with China (ORF)

Israel & Lebanon on the verge of War (RT)

Civil War on it’s way in Israel (TOI)

Go, Go Mexico (American Conservative)

On burning religious books (Dawn)

A funeral for Fish & Chips (Guardian)

Jungle Wedding (Outside Online)

The 1798 Egyptian Campaign (NAM)

Drive: Madhya Pradesh (Team BHP)

2023 World’s most liveable cities (BBC Travel)

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Cartoon

Some one will Make