Categories
Links

Linkfest: 04 September, 2025

Some stuff I am reading today morning:

GST 2.0 is PM Modi’s Diwali gift to the nation (BT)

FAQ’s on new GST rates (HT)

Cabinet approves 1500 Cr for Critical Minerals Recycling (PIB)

Silver beats gold in yearly gains (FE)

Diamonds are a terrible investment (Barchart)

Company: LT Foods (BI)

Stock Talk: Bank of India (Niteen S Dharmawat)

US Bond markets are nervous (Endgame Macro)

New gas pipeline between Russia & China (OP)

Building Pricing Power (Flyover Stocks)

Categories
Annual Reports Textiles

Tough Times for Textiles

Source: FY2025 Annual Report of Vardhman Textiles Ltd

Categories
Annual Reports

HBL: Our Business Model

Source: FY2025 Annual Report of HBL Engineering Ltd

Categories
ConferenceCall RealtyStocks

How Developers can get High Margins

Source: Earnings Call of Sri Lotus Developers & Realty Ltd

Categories
Hotels InvestorPresentations

IHCL: Wah Taj !

Source: Investor Presentation of The Indian Hotels Company Ltd