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Debt

Chart: Regime Change

Source: Gavekal Research

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InvestorPresentations MegaTrends

Mega Trend: India Writing

Source: Investor Presentation of Flair Writing Industries Ltd

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Links

Linkfest: 21 December, 2023

Some stuff I am reading today morning:

Inox India listing today (MC)

2024 to see India’s green hydrogen plans take off (Fortune)

Passive funds tracking Nifty indices see 53% CAGR growth (BT)

Pakistan’s stock markets crash on Dawood news (BW)

Why RBI frequently intervenes in forex market (Rediff)

Russia’s oil exports to India & China surge (Oil Price)

Go First acquisition soon (FE)

India tech startup funding in 2023 (Forbes)

Interview with Christine Benz (Morningstar)

The revenge of the Ottoman Empire (Gavekal)

Categories
FMCG

GCPL: Fifty Fifty

Source: Investor Presentation of Godrej Consumer Products Ltd

Categories
MegaTrends

Mega Trend: India Ophthalmology

Source: Investor Presentation of JB Chemicals & Pharmaceuticals Ltd