Categories
Links

Linkfest: 06 August, 2025

Some stuff I am reading today morning:

RBI likely to keep interest rates unchanged (Forbes)

Modi Govt clears 67,000 Cr Defence push (MC)

Red flags in SME IPO FlySBS (Tijori)

Hindu rate of Hyper Growth (BW)

REITs in India set for exponential growth (FE)

Might Tariffs get Overturned (Big Picture)

The Paradox of knowing too much (Anand Shah)

The Power of a trusted brand (Klementon)

The AI revenue rocket ship (Tomasz Tunguz)

Defending against AI (Aswath Damodaran)

Categories
InvestorPresentations

Triveni: Not Just Sugar

Source: Investor Presentation of Triveni Engineering & Industries Ltd

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Realty

India’s Top 5 Office Markets

Source : Business Standard

Categories
Links

Linkfest: 05 August, 2025

Some stuff I am reading today morning:

Trump threatens India with more tariffs (X)

India’s response to Western threats (MEA)

Amit Shah becomes India’s longest serving HM (MC)

India Inc Promoter’s holding slumps to 8 year low (Rediff)

With Nil Assets, Anil Ambani lives a full life (ML)

A tale of 3 Exchanges (FE)

India’s CDMO rise (Niveshaay)

India’s IT sector is shedding jobs (CNBC)

India’s $12 Billion R&D Fund (Forbes)

What Sumo wrestling taught me about Trading (Trendlabs)

Categories
ConferenceCall

CAMS = Computers Axes Manual Sytems

Source: Earnings Call of Computer Age Management Systems Ltd