Categories
Links

Linkfest: 22 July, 2022

Some stuff I am reading today morning:

Reliance Q1 FY23 Net Profit expected to double YoY (MC)

NHAI to seek public listing of InvIT (FE)

ECB raises rates to 0% ( CNBC)

Emami makes foray into pet care business (BT)

Stock Talk: Adani Enterprises (BS)

Thread: Cineline (Kashish Shambhwani)

Stablecoin: USDC (Not Boring)

A mild recession (TRB)

Q2CY2022 Letter to Investors (Wedgewood Partners)

Growth without goals (Colossus)

Categories
InvestorPresentations

Rallis: Flying with the Times

Source: Investor Presentation of Rallis India Ltd

Categories
Exchange Filings

Indo Star: Aaya CFO, Gaya CFO

Source: Exchange Filings of IndoStar Capital Finance Ltd

Categories
Links

Linkfest: 21 July, 2022

Some stuff I am reading today morning:

CCI alleges Cement Cartelization (CNBC TV18)

FM defends GST hike on essentials (Rediff)

How Blackrock suffered $1.7 Trillion loss in 6 months (MC)

The speedy downfall of rapid delivery startups (Wired)

Selecting companies to research (Rational Walk)

Interview with Edward Chancellor (The Market)

On music consumption (Ted Gioia)

Instagram is dead (Om)

Little ways the World Works (Morgan Housel)

China’s mortgage payment boycott spreads (Zero Hedge)

Categories
Chart

Chart : India’s Record Trade Deficit

Source : Financial Times