Categories
Links

Linkfest: 04 July, 2023

Some stuff I am reading today morning:

Sensex, Nifty touch new highs (BW)

The stock market rally that shocked everyone (Bloomberg)

Reliance Jio launches Jio Bharat Phone (MC)

IDFC First Bank to merge with IDFC Ltd (BT)

76% of 2000 Rs Notes have been returned (RBI)

India’s debt markets & FPIs (FE)

How IITs are fuelling the startup boom in India (Forbes)

IBC in severe distress (BI)

Interview with Larry McDonald (The Market)

My dumb equity investment mistake (Morningstar)

Categories
Chemicals InvestorPresentations

DCW : Southern Jewel

Source: Investor Presentation of DCW Ltd

Categories
MegaTrends

India Consumption Mega Trends

Source: Investor Presentation of Crompton Greaves Consumer Electricals Ltd

Categories
Links

Linkfest: 03 July, 2023

Some stuff I am reading today morning:

FPI investments hit 10 month high (Rediff)

Taiwan’s Gogoro to invest $1.5 Billion in India (Fortune)

9 Lives of Subhash Chandra (Money Life)

Stock Talk: Vasa Denticity (RJ)

Stock Analysis: Ramco Industries (Dr Vijay Malik)

Latest Post Office Interest Rates (Basu Nivesh)

What Jennifer Lopez’s portfolio can teach women about investing (Forbes)

Spending Tip: Don’t (Humble $)

How should you judge your investment performance (Common Sense)

Fear of Acorns (Ted Lamade)

Categories
Links

Linkfest : 30 June , 2023

Some stuff I am reading today morning:

Reliance’s aggressive plans for beauty space ( Fortune )

SEBI tightens FPI disclosures ( BT )

IPO Watch : Cyient DLM Ltd ( Arun Kejriwal )

Why are online pharmacies bleeding ? ( Forbes )

Thread : On VC funding ( Nithin Kamath )

Artificial Intelligence as a mega force ( II )

The power of doing nothing ( Guy Spier )

What do you believe ? Why ? ( Big Picture )

A few Questions ( Morgan Housel )

Portfolio Theory ( Seth Godin )