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ConferenceCall

Sup Petro: 3000+

Source: Earnings Call of Supreme Petrochem Ltd

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Links

Linkfest: 22 December, 2023

Some stuff I am reading today morning:

Landmark Judgement: SAT restores LAS pledges (Money Life)

Waaree Energies to invest $ 1 Billion in Texas solar factory (BW)

Adani family to invest $ 1 Billion in Adani Green (BS)

Piramal Enterprises to adjust 3,164 Cr AIF exposure (Fortune)

Biggest wealth destroying stocks in 2018-2023 (BT)

IPO rush ahead of FPI holiday season (Rediff)

Mumbai builder shares are up against the Adani whale (MC)

Oil & Gas boom in America (Oil Price)

How Houthi attacks impacts global shipping (VC)

Hermes billionaire wants to leave fortune to gardener (MB)

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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)