Categories
Links

Linkfest: 20 July, 2023

Some stuff I am reading today morning:

Tatas to invest 42,500 Cr in UK (BS)

FMCG lines up 17,200 Cr in Capex (FE)

Late Filing Consequences (BW)

Being non-compliant with rules in India (Money Life)

Foreign investors are favouring India over China (Forbes)

You missed the rally (Douglas Boneparth)

Silicon Valley’s entire business model is a scam (BI)

Buffett’s bet on Old Energy (Kingswell)

Appropriate Tension (Seth Godin)

Rich and Anonymous (Morgan Housel)

Categories
Exchange Filings

Welspun: Spin World

Source: Exchange Filing of Welspun Specialty Solutions Ltd

Categories
InvestorPresentations

Adani: What Wealth Creation Looks Like

Source: Investor Presentation of Adani Enterprises Ltd

Categories
Links

Linkfest: 19 July, 2023

Some stuff I am reading today morning:

Special pre-open session for Reliance Industries (MC)

Outward remittances surge to $2.9 Billion in May (Rediff)

Its raining orders for small electric bus manufacturers (FE)

Total Energies signs $27 Billion deal with Iraq (Oil Price)

Technical outlook on the markets (Nooresh Merani)

Mid-Year assessment for 2023 (Aswath Damodaran)

Market’s rise has nothing to do with earnings growth (Axios)

Why I am bearish over the remainder of 2023 (Real Money)

The market will regularly tell you’re an idiot (Seth Klarman)

Without the bad parts (Seth Godin)

Categories
Chart

World’s largest listed Banks

Source : Financial Times