Categories
Chart

Chart: No Energy, No Growth

Source: GMO

Categories
Links

Linkfest: 22 March, 2024

Some stuff I am reading today morning:

Spot Gold at record high of Rs. 66,795 (Fortune)

Turkey raises interest rates to 50% (CNBC)

Former SEBI Chief Damodaran ordered to pay 206 Crores (BW)

Minority shareholders drag Jindal Poly to NCLT (BT)

Deposit War amongst lenders to intensify (NDTV Profit)

Thread: Va Tech Wabag (Caprize)

KFC: Fried & Tested (Forbes)

Profiling a ‘Real Assets’ Portfolio (Capital Spectator)

China’s Capitalist Experiment (ACS)

Sustainability or Bust (GMO)

Categories
Observations

What Global Fund Managers are Doing

Categories
MegaTrends

Mega Trend: EV 2W & 3W

Source: Investor Presentation of India Nippon Electricals Ltd

Categories
Links

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 )