Categories
Links

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)

Categories
InvestorPresentations

Zydus: Trend is Friend

Source: Investor Presentation of Zydus Wellness Ltd

Categories
Airlines

Airlines: Turbulent Times

Source: Mint

Categories
Links

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 $)

Categories
Letters

Nowhere to go

Source: Financial Times