Source: Investor Presentation of Maruti Suzuki India Ltd
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Linkfest: 25 October, 2023
Some stuff I am reading today morning:
No red alert on market valuations (FE)
India VIX dips below 10 (MC)
On India’s inclusion into JP Morgan’s bond index (Rediff)
Thread: Technical outlook of Power Cos (Fibonalysis)
Jamie Dimon rips Central Banks (CNBC)
Geopolitical risk keeps Oil Price afloat (Oil Price)
Bitcoin spring is here (Fortune)
Is gold a good investment? (Monevator)
Where I am investing now (Bill Gross)
The obsession with meeting quarterly targets (Munger)
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UltraTech: Cementing Growth
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Linkfest: 24 October, 2023
Wishing readers a very Happy Dussehra.
Some stuff I am reading today morning:
Wagh Bakri scion Parag Desai passes away (Fortune)
Reliance to buy Disney’s India operations (BS)
Midcap Meltdown-Time to look at largecaps (MC)
Shipping firms under GST lens (BT)
Interview with Rajeev Thakkar (Morningstar)
Why I have turned Bearish (BW)
How bad is the US Bond Market? (Mr Zepczynski)
The Bond Vigilante is back (CNBC)
The true advantage of Absolute Returns investing (David Einhorn)
Wider impacts of the Israel-Hamas War (Zero Hedge)