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ConferenceCall

Bollywood Vs Cricket

Source: Earnings Call of PVR INOX Ltd

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Links

Linkfest: 28 October, 2025

Some stuff I am reading today morning:

India eyes 208 Hydel projects on Brahmaputra (MC)

Indians spent $11 Billion on gold this Diwali (CNBC)

The crash that could torch $35 Trillion (Economist)

Oil Market sceptical about Trump’s sanctions (OP)

Inside the portfolios of SRK, Aamir & Salman (FE)

Company: Meesho (Inc 42)

The biggest debate in wealth management (Josh Brown)

The rise of Alternatives (Verdad)

Tech Dreams Vs Resource Reality (DR)

Performance is subordinate to Survival (AM)

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ConferenceCall

SWSolar: Bole Kuch, Hoye Kuch

Source: Earnings Call of Sterling & Wilson Renewable Energy Ltd

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MutualFunds

SIPs Sahi Hai

Source: Business Line

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Links

Linkfest: 27 October, 2025

Some stuff I am reading today morning:

US, China on verge of sweeping trade deal (Bloomberg)

Trump adds 10% extra tariffs on Canada over ad (CNBC)

How LIC helped Adani group (WaPo)

Indian Equities have given 13.6% CAGR returns since 1990 (CM)

Company: Jayaswal NECO (Zen Nivesh)

Drone Component Startup: AKSI (Pankaj Akula)

Fund Management is becoming a commodity (Dhruv Rathod)

Growth of Passives in India (Native Invest)

China’s plan for next 5 years (SCMP)

On Proxy Voting in the US (Basis Pointing)