Source: Kotak Institutional Research
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SAIL: We also make Steel
Source: Kotak Institutional Research
Categories
Linkfest: 17 October, 2023
Some stuff I am reading today morning:
Iran threatens to expand conflict (TOI)
India doesn’t want to pay Russian oil in yuan (Oil Price)
The worst bond market in history (Common Sense)
Govt to roll out another PLI scheme for batteries (FE)
63 Moons mocks MCX (BW)
Clash over Finolex Cables (Money Life)
Letter to Investors (Indvest)
Letter to Investors (Solidarity)
Interview with Kenneth Andrade (Morningstar)
On High Conviction Investments (Bill Ackman)
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Solvency & Liquidity
Source : Wall Street Journal
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Indian Railways: Growth Engine
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Linkfest: 16 October, 2023
Some stuff I am reading today morning:
Middle East war could widen (Arab News)
FPIs take out 9,800 Cr in Oct (FE)
Beyond the Bond Market’s message (Money Life)
Adani to invest 20,000 Cr in ports business (BS)
Thread: Advantage Adani Coal Investigation (Shreegireesh Jalihal)
Hi-Green Carbon: Pollution Allegations (Mongabay)
Europe bets big on Wind (Oil Price)
Interview with Marc Chandler (The Market)
Investing in Inflections (YAVB)
A few laws of getting rich (Morgan Housel)