Source: Investor Presentation of Royal Orchid Hotels Ltd
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Linkfest: 14 February, 2023
Some stuff I am reading today morning:
Retail Inflation rises to 6.52% in January 2023 (BW)
Nissan, Renault to invest $600 Million in India (CNBC)
Yes Bank approaches Supreme Court on AT-1 Bonds (BS)
Pakistan is on the brink (FT)
Analysing Nepal’s financial crisis (ORF)
Thread: When Adarsh Balak meets Finfluencer (The Kaipullai)
Interview with Holcim CEO Jan Jenisch (The Market)
Best Performing Value MFs (Ngen Research)
Central Bank Gold buying spikes by 152% (Oil Price)
Where to find great businesses of the future (Terry Smith)
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The Storm is Coming
Interesting to see Hanumanji on the full scale model of HLFT-42 fighter jet of HAL
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Chart : Industrial Metals Rally
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Linkfest: 13 Februrary, 2023
Some stuff I am reading today morning:
Barings PE to sell stake in Coforge (BS)
Interview with Rajiv Jain, CIO GQG Partners (The Market)
Thread: Repo rate explained (Swapnil Kabra)
2023 outlook for Emerging Markets (Ashmore)
Thread: How to save taxes after selling property (Chirag Chauhan)
ChatGPT is a blurry JPEG of the Web (New Yorker)
Why we still believe in concentrated investing (Oakmark)
The Buffett formula of becoming smarter (FS)
Deep Dive: Japanese Trading Cos (Value Punks)
Risk & Regret (Morgan Housel)