Categories
InvestorPresentations

The India FGD Opportunity

Source: Investor Presentation of GE Power India Ltd

FGD- Flue Gas Desulfurization

FGD is mandated for power plants to reduce pollution.

Categories
Exchange Filings

NLC: Ek, Do, Teen

Source: Exchange Filings of NLC India Ltd

Categories
Chart

The Post COVID Global Rally

Source : Financial Express

Categories
Links

Linkfest: 04 April, 2024

Some stuff I am reading today morning:

Tesla to start site seach in India (HT)

Death of currency derivative trading (BT)

Smallcaps on a tear (BS)

High valuations could tame the bull market (FE)

NSE to launch 4 new indices (MC)

Patanjali’s decade long misinformation spree (Money Life)

Company: Tega Industries (Forbes)

Is Fundamental Analysis dead? (Howard Lindzon)

On Tail Hedging (Alpha Architect)

China’s real estate correction may only be half done (CNBC)

Categories
Gold

The Bullish Case for Gold

At the end of a hiking cycle and the beginning of possible rate cuts, that’s where gold and other precious metals start to move.

Keep in mind what happened after previous rate hike cycles:

In June 2000, the Fed completed its last rate hike for that cycle; gold appreciated 47% in the next four years.

In June 2006, the Fed raised rates for the last time in that cycle, and gold was 50% higher by 2008.

In December 2018, the Fed finished off that rate-hiking cycle; gold was 47% higher by the third quarter of 2020

Interview of Larry McDonald,The Bear Traps Report