Categories
InvestorPresentations

Rallis: Flying with the Times

Source: Investor Presentation of Rallis India Ltd

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Exchange Filings

Indo Star: Aaya CFO, Gaya CFO

Source: Exchange Filings of IndoStar Capital Finance Ltd

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Links

Linkfest: 21 July, 2022

Some stuff I am reading today morning:

CCI alleges Cement Cartelization (CNBC TV18)

FM defends GST hike on essentials (Rediff)

How Blackrock suffered $1.7 Trillion loss in 6 months (MC)

The speedy downfall of rapid delivery startups (Wired)

Selecting companies to research (Rational Walk)

Interview with Edward Chancellor (The Market)

On music consumption (Ted Gioia)

Instagram is dead (Om)

Little ways the World Works (Morgan Housel)

China’s mortgage payment boycott spreads (Zero Hedge)

Categories
Chart

Chart : India’s Record Trade Deficit

Source : Financial Times
Categories
Observations

Biggest Tail Risk

Source : Bank Of America Global Fund Manager Survey