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InvestorPresentations Realty

Real Estate Outlook

Source: Investor Presentation of Century Textiles & Industries Ltd

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InvestorPresentations

Covid as an Accelerator

Source: Investor Presentation of Nippon Life India Asset Management Ltd

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Links

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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Defence

The Problem with Defence Stocks

Source: CRISIL Ratings of Data Patterns Ltd

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InvestorPresentations

IndusInd: Digital Ind

Source: Investor Presentation of IndusInd Bank Ltd