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InvestorPresentations

What Wealth Creation looks like

Source: Investor Presentation of Jubilant Foodworks Ltd

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Linkfest: 10 March, 2025

Some stuff I am reading today morning:

FPIs pull out Rs. 24, 753 Cr in first week of March (Rediff)

$ 1.3 Trillion stock market rout makes Indians pessimistic (Bloomberg)

US S&P 500 is below 200 Day Average (Sherwood)

Slowdown in IPO activity (HT)

Oil falls near 6 month lows (Yahoo)

Interview with US Treasury Secretary Scott Bessent (CNBC)

Interview with Nilesh Shah (MC)

Startup: BrowserStack (Forbes)

Perspectives on Market Downturns (F&F)

Why Europe still clamours for Russian gas (OP)

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Links

Weekend Mega Linkfest: 07 March, 2025

Some off beat reads for the weekend:

Xi Jinping’s moment of truth (Engelsberg)

UK’s complicity in breach of Jaishankar’s security (First Post)

The ReArm Europe Plan (Andrew Korybko)

Deciphering the American Scream (Open)

USAID Vs India (RT)

Trump is uniting Canada against him (USA Today)

The Egyptian Gaza Plan (JPost)

Syria’s Druze caught in the middle (Cradle)

Pakistan’s investment crisis (Tribune)

How a Saudi atheist became a killer (New Lines)

The origins of Wokeness (Paul Graham)

Thread: Hinduphobia is not imaginary (Great Bong)

The strange tale of Noah Musingku (Guardian)

Thread: Old Print Advertisements (Ranvijay Singh)

Travelogue: Jungle Lodge River Hopping (Team BHP)

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InvestorPresentations

Jubilant Ingrevia: Betting on CDMO

Source: Investor Presentation of Jubilant Ingrevia Ltd

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InvestorPresentations

Redington: Cash Flow Mantra

Source: Investor Presentation of Redington Ltd