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Links

Linkfest: 04 August, 2023

Some stuff I am reading today morning:

India to grow at average 6.7% from FY24-FY31 (BT)

SEBI puts NSDL’s IPO in abeyance (MC)

Reliance Retail valued at $112 Billion (Rediff)

Interview with Sankaran Naren (Morningstar)

IPO Watch: SBFC Finance (Arun Kejriwal)

Sector Watch: Cement (FE)

Company Watch: Indigo (Forbes)

Sundaram Clayton’s complex scheme (Money Life)

Good Story & a Good Chart (The Market)

Active Management today is a single decision (Capital Allocators)

Categories
FMCG

AWL: Staples 1,2,3

Source: Investor Presentation of Adani Wilmar Ltd

Categories
SME

BBG: Customer Focus

Source: Draft Prospectus of BBG Industries Ltd

Categories
Excerpts

Titan : 20% Behind

Categories
Links

Linkfest: 03 August, 2023

Some stuff I am reading today morning:

India shines as Investment Draw at China’s expense (CIO)

28% GST on online gaming stays (Rediff)

Govt recognises 98,119 entities as startups (BS)

FAME scheme may get subsumed into PLI (FE)

On M&M’s investment in RBL Bank (Forbes)

Byju’s was a slow train wreck (Money Life)

Sector Watch: Chemicals (Fortune)

Cash is no longer Trash (Morningstar)

Stocks don’t like August (Carson)

Uncle Sam: Deadbeat (Daily Reckoning)