Source: Investor Presentation of MOIL Ltd
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Linkfest: 18 March, 2026
Some stuff I am reading today morning:
The assassination of Ali Larijani (Jerusalem Post)
US-Iran war is roiling commodities (Economist)
The disappearing off-ramp in Iran (Atlantic)
When IPO hype fades (BW)
NSE could be amongst top 15 cos by market cap (BT)
Oil Shocks & Indian Stocks (Calm Investor)
Using LRS for investments (Cafe Mutual)
Stock Talk: Kotak Bank (FE)
Terry Smith explains his underperformance (AM)
Research: Effect of Monsoon on Indian stock market (SSRN)
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Zydus: Trend is Friend
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Airlines: Turbulent Times
Source: Mint
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Linkfest: 17 March, 2026
Some stuff I am reading today morning:
India puts rider to signing US trade deal (MSN)
Iran sets two conditions for India (MC)
US-Iran war can cause global food shock (FT)
Trump facing stark choices (NY Times)
Weight loss drugs set to flood India (Rediff)
Stock Talk: Gravita India (FE)
Company: Pace Digitek (Value2Wealth)
When low beta stocks stop working (Klementon)
Venture Capital doesn’t exist (Investing 101)
Why I own Gold bars (Humble $)