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What Global Fund Managers are Doing
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Mega Trend: EV 2W & 3W
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Linkfest: 21 March, 2024
Some stuff I am reading today morning:
Microcap stocks in the line of fire (Rediff)
Tata Cummins start Hydrogen ICE plant (Fortune)
India’s biggest battery factory to start operations in Oct (OP)
JSW Group’s ambitious EV plans (MC)
Edelweiss & HNG Insolvency case (BW)
Company: Wagh Bakri (Forbes)
Tax: What to check before 31 March (NDTV Profit)
Willfully uninformed (Seth Godin)
Annual Letter to Investors (Giverny Capital)
FED forecasts 3 rate cuts in 2024 ( CNBC )
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Chart : Sectoral Performance
Source : Nuvama Research
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