Categories
Links

Linkfest: 09 December, 2021

Some stuff I am reading today morning:

CDS General Bipin Rawat, 12 others dead in crash (MC)

RBI keeps repo rates unchanged (BS)

RBI: Credit Growth is very low (Rediff)

Surging metals super cycle (Fortune)

Stock Talk: KEC (Business India)

The story of Indigo Paints (Forbes)

Urea shortage is felt around the world (Climateer)

Want to be a Disruptor? (Marc Randolph)

You probably need to rebalance (Morningstar)

Stop listening to Pundits (Barry Ritholtz)

Categories
Letters

China : Crisis = Danger + Opportunity

JFK : “The Chinese use two brush strokes to write the word, ‘crisis’. One brush stroke stands for danger; the other for opportunity.”

Source : FT
Categories
Retail

India Retail Explained

Source: DRHP of MedPlus Health Servies Ltd

Categories
Links

Linkfest: 08 December, 2021

Some stuff I am reading today morning:

Spice Jet to appeal winding up order by HC (BS)

The two Economic Indias (Shankar Acharya)

IPO Talk: MaymyIndia (MC)

Stock Talk : Jindal Stainless Ltd (Business India)

Stock Talk: Latent View Analytics (Forbes)

The Godrej split (Fortune)

The Classic mistake most investors make (Safal Niveshak)

The Volatililty is the Point (TRB)

Defining Success (Ted Lamade)

Buying Crypto Assets (A VC)

Categories
Chart

Redington: Covid Winner

Source: Investor Presentation of Redington (India) Ltd