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Links

Linkfest: 16 August, 2023

Some stuff I am reading today morning:

Telangana CM waives farm loans (BW)

Fitch may downgrade dozens of US banks (CNBC)

Gangwal family to sell $450 Million of Indigo (MC)

Is India back to ‘License Raj’ ? (Fortune)

Company: Cosmo First (BI)

The best performing Nifty Indices (Calm Investor)

Buffett’s 44% CAGR (BHI)

Interview with Ted Seides (Big Picture)

On Second Level Thinking (Howard Marks)

Indian restauranteurs turn London into their playground (Forbes)

Categories
Chart

Chart: India Growth Opportunities

Source: Investor Presentation of M&M Ltd

Categories
InvestorPresentations Tourism

Domestic Tourism: India Vs China

Source: Investor Presentation of Imagicaaworld Entertainment Ltd

Categories
Links

Linkfest: 15 August, 2023

Wishing readers a Happy Independence Day.

Some stuff I am reading today morning:

Key highlights of PM Modi’s Independence Speech (Mint)

India makes first payment in INR to UAE for oil (BW)

How India is taking UPI global (Forbes)

Power Demand reaches all time high (FE)

A different Hydel Power (Money Life)

Interview with Bharat Shah (MC)

Timeless thoughts on investing (FDIAR)

When essential commodities become luxuries (Oil Price)

The ‘Echo’ Market Cycle (Katusa)

On whether an investment is worth pursuing (AM)

Categories
MegaTrends

Mega Trend: India Waste

Source: Investor Presentation of Antony Waste Handling Cell Ltd

MSWM- Muncipal Solid Waste Management