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InvestorPresentations

Piramal Pharma: Inspect Respect

Source : Investor Presentation of Piramal Pharma Ltd

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Links

Linkfest: 06 January, 2023

Some stuff I am reading today morning:

Why Bajaj Finance stock crashed (ET Now)

Mukesh Ambani to focus on Green Energy (BS)

India to exceed Green Hydrogen target (BT)

Q3 FY23 Letter to Investors (Solidarity)

Ride hailing Blu Smart to turn profitable in 2023 (FE)

Rakesh Jhunjhunwala & SBI (MC)

World says goodbye to negative yielding debt (Yahoo)

The one true secret to successful investing (Bloomberg)

On the cusp of a global liquidity crisis (DR)

Japan’s Bubble-Burst (Konichi Value)

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Observations

What contributed to market returns in 2022?

Source : Solidarity Investment Managers

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Chart

Chart : India’s EV 2W Market

Source : Business Line
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Links

Linkfest: 05 January, 2023

Some stuff I am reading today morning:

Cabinet approves National Green Hydrogen Mission (Fortune)

The story behind Corporate bad loans (Sucheta Dalal)

FED releases minutes from Dec meeting (CNBC)

General Atomics-Bharat Forge to build Predator drones (BW)

Mercedes-Benz & Lohum partner for second life batteries (FE)

BharatPe’s loss widens to 5,594 Cr (BT)

Super Quality Stocks can correct further (Monarch AIF)

Crypto: Binance could collapse (Concoda)

15 Charts explaining US markets in 2022 (Morningstar)

A few things we learned in Q4 2022 (Octahedron Capital)