Source: Investor Presentation of Nippon Life India Asset Management Ltd
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Linkfest: 26 April, 2023
Some stuff I am reading today morning:
Retail demand feels the fatigue (Rediff)
How Khaitan & Co became the legal powerhouse for India Inc (Forbes)
Startup: Vivriti Capital (BI)
Taxing Capital Gains more will not reduce equality (Money Life)
Interview with Louis-Vincent Gave (Vallum Capital)
Why the US banking mess isn’t over (Climateer)
Investment regrets of Peter Lynch (CNBC)
Investment Beliefs (Bob Seawright)
Resilience is worth it (Seth Godin)
Q1 2023 Letter to Investors (White Falcon)
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The Problem with Defence Stocks
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IndusInd: Digital Ind
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Linkfest: 25 April, 2023
Some stuff I am reading today morning:
A $3 Trillion threat to global markets looms in Japan (Japan Times)
IPO: Mankind Pharma (BW)
Phone Pe to launch an app store (BS)
IT Dept readying norms for angel investing (FE)
Excessive tourism in Goa (Fortune)
European cos are shifting their R&D out of China (The Market)
FY23 Annual Letter to shareholders (Vallum Capital)
The age of Average (Alex Murrell)
On stock market cycles (Darius Foroux)
De-Dollarization and global trade (Daily Reckoning)