Categories
Annual Reports

Opportunities in Hindi Heartland

Source: FY2025 Annual Report of Aditya Vision Ltd

Categories
Links

Linkfest: 21 October, 2025

Some stuff I am reading today morning:

Diwali Muhurat Trading today (MC)

Maruti delivers 51,000 cars on Dhanteras (DH)

Gold & Silver outshine equity in Samvat 2081 (BS)

Bhavish Aggarwal booked in Ola suicide case (HT)

China’s battery giants flood overseas markets (OP)

Company: Pearl Global Industries (BI)

The story of Oracle (Quartr)

Viksit Bharat through ‘Useful Knowledge’ (ML)

Monroe Doctrine 2.0 (EndGame Macro)

Attention is a Luxury good (Seth Godin)

Categories
Chart

Share of Global Investable Assets

Source : Wall Street Journal

Categories
MegaTrends

Mega Trend: India Auto Aesthetics

Source: FY2025 Annual Report of SJS Enterprises Ltd

Categories
Links

Linkfest: 20 October, 2025

Wishing readers a very Happy Diwali

Some stuff I am reading today morning:

India emerging as ‘anti AI’ play (MC)

Stock market is America’s biggest risk (Yahoo)

America’s rare earth delusion (FT)

RBL-Emirates NBD deal sealed (Forbes)

Company: Gopal Snacks (BI)

Stock Talk: Sarda Energy & Minerals (Zen Nivesh)

Ixigo is ascending to become the next travel giant (Inc42)

China has overtaken America (Paul Krugman)

Realtime Bubble checklist (Big Picture)

Business empires of Aussie cricket legends (Advertiser)