Source: Investor Presentation of Cyient Ltd
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Linkfest: 13 January, 2023
Some stuff I am reading today morning:
Infosys beats estimates, raises guidance (MC)
India Retail Inflation drops to 5.72% (BW)
US Consumer Inflation fell in Dec 2022 (CNBC)
SEBI specifies norms for AIF in CDS (FE)
NSE Indices comparison (Rama Krishna Vadlamudi)
Bitcoin is just a short-vol, high beta vehicle (All Star Charts)
Why better days for Small Cap may be ahead (Royce Inv)
US to hike few more smaller rate hikes in 2022 (Philadelphia FED)
On how FED policy is a bit like trekking (Richmond FED)
The art & science of spending money (Morgan Housel)
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Investing Advice
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The Asset Allocation Quilt
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Linkfest: 12 January, 2023
Some stuff I am reading today morning:
EVs steal the limelight in Auto Expo 2023 (BS)
ICICI Bank’s murky bailout of Lanco (Money Life)
Impact of US inflation nos on Nifty (Nooresh Merani)
Piramal Capital to target 1 Trillion Rs AUM (FE)
Startup funding in India drops 33% in 2022 (Rediff)
Angels at Agility Ventures (Forbes)
Corporate Insiders embark on a Buyer’s Strike (Felder)
China: Death of a Dream (DR)
US Deep Value offers compelling opportunities (GMO)
Annual Letter to Investors (Terry Smith)