Source: Investor Presentation of AU Small Finance Bank Ltd
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Maha Bank: Gold Rush
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eClerx: Acquire or Distribute
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Linkfest: 15 November, 2023
Some stuff I am reading today morning:
MSCI recast today (MC)
Centre to begin auction of 20 critical minerals (FE)
Thread: US Inflation is receding (Justin Wolfers)
UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)
Stock Talk: Adani Wilmar (BT)
Thread: Electrosteel Castings (Raghav Wadhwa)
Interview with deep value investor Rich Pzena (Ioandc)
Spotlight: Indian Whiskey (Forbes)
Diversification is not a ‘free lunch’ (BI)
Tech is going to get much bigger (Not Boring)
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Bosch: Jane Kahan Gaye Woh Din
Source: Earnings Call of Bosch Ltd
