Categories
Links

Linkfest: 09 January, 2024

Some stuff I am reading today morning:

India’s Marketcap to GDP ratio is at all time high (BT)

MF Industry’s AUM crosses 50 Lakh Crores (Fortune)

Bloomberg indices may include India Gilts (FE)

Sony planning to call off merger with Zee (NDTV Profit)

Tatas to list Tata Autocomp Systems (MC)

Indigo hikes air fares (BS)

Aging fleet challenges Green Shipping aspirations (Oil Price)

Startup: InsuranceDekho (Forbes)

Reasons to be Bullish/Bearish in 2024 (Big Picture)

Risks of wider war in Middle East increases (Arab News)

Categories
Observations

Market Cap of Top 10 Industrial Groups

Source: Business Standard

Categories
InvestorPresentations

Bharat: Inflection Point

Source: Investor Presentation of Schneider Electric Infrastructure Ltd

Categories
Links

Linkfest: 08 January, 2024

Some stuff I am reading today morning:

Gautam Adani is again Asia’s richest person (CNBC)

FPI’s continue their buying spree in Jan (Rediff)

VinFast to invest $500 Million in India (Fortune)

Whistleblower complains about BSE (BW)

How BluSmart is disrupting the cab-hailing business (BT)

Company: RITES Ltd (Fundoo Professor)

Startup: Mad Over Donuts (Forbes)

What we are seeing (Abakkus)

In Court: Naresh Goyal (NDTV Profit)

Active Patience (MicroCap Club)

Categories
Links

Weekend Mega Linkfest: 05 January, 2024

Some off beat reads for the weekend:

The World as our Oyster (Dr S Jaishankar)

2024: Conflicts to watch out for (Crisis)

On Russia-India ties (RT)

What I feel about the ‘Bharat Narrative’ (Global Times)

The Great Wall against China (Open)

Houthis drag India into Red Sea crisis (ORF)

The long fall of the Slavic nation (Engelsberg)

Israel’s Gaza withdrawal (Cradle)

Pakistan-An Israel without America (Tribune)

Cash on Delivery fraud in Vietnam (ROW)

South Africa’s Brave New World (PSmith)

Kissinger’s Corrosive Policy (Asia Nikkei)

Travelogue: Wayanad & Calicut (Team BHP)

When coffee needs buttering up (Mint)

Thread: Lajja Gauri (Shiva)