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Excerpts

The Indian Consumer Changeth

Source : Chairman Speech, AGM of Hindustan Unilever Ltd
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Chart

India is # 3

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Annual Reports

Embassy REIT: Well Begun is Half Done

Source: Annual Report 2020 of Embassy Office Parks REIT

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Links

Linkfest: 16 July, 2020

Some stuff I am reading today morning:

Chairman’s speech at Reliance 43rd AGM (BSE)

Why we invested in Jio (Google)

Reliance AGM was the world’s largest virtual AGM (Rediff)

BSE IT index climbs to record high (FE)

Yes Bank FPO in difficulty (BS)

NTPC gets foothold in Africa (Mint)

Nifty below 10700-A pause or a crack? (Nooresh)

Tech cos curb real estate expenses (CNBC)

What risk isn’t (Nick Maggiulli)

Gold’s new all time high will have to wait (Market Watch)

Categories
Chart

Nobody has seen Nuthin like it