Categories
Links

Linkfest: 14 May, 2025

Some stuff I am reading today morning:

Retail inflation slows to 6 year low (DH)

‘Boycott Turkey’ gains momentum in India (MC)

On India’s retaliatory tariff proposals (Rediff)

SECI Chairman RP Gupta sacked (ML)

Why India could face higher oil prices (OP)

On Structured co-investments via AIFs (BW)

Technical View: Indices & Ratio Charts (NM)

Thread: Raymond Lifestyle (BTS)

The India factor in Dell’s AI Playbook (Forbes)

Best investors are steadfast (Cliff Asness)

Categories
Observations

Who owns Nifty 500?

Source : Economic Times

Categories
Chart

Nifty 500 Stocks P/E

Source : Business Line

Categories
Links

Linkfest : 13 May, 2025

Some stuff I am reading today morning:

PM Modi’s address to the Nation ( PIB )

Sensex, Nifty record biggest single day gains ( Rediff)

China wins trade war with US ( CNBC)

Antfin may sell 4% in Paytm ( FE )

IPL 2025 to resume ( BS )

SC stays sale of benaami shares of Som Distilleries (ML )

The New Era of Insurance ( BT )

10 Worst performing Mutual Funds (MII )

Trading the Trade Disruptions ( DR )

A few Questions ( Morgan Housel )

Categories
InvestorPresentations Power

Adani Power: Powerful Cash Flows

Source: Investor Presentation of Adani Power Ltd