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Chemicals InvestorPresentations

PCBL: Special Bet

Source: Investor Presentation of PCBL Chemical Ltd

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Links

Linkfest: 08 September, 2025

Some stuff I am reading today morning:

Why are FPIs selling? (Akash Prakash)

Car makers drop prices (BT)

Russian vaccine for colon cancer (FE)

Mukesh Ambani’s deft diplomacy (BW)

India,Israel to sign Bilateral Investment Agreement (BS)

Tesla has proposed $1 Trillion pay package for Musk (MC)

Stock Analysis: Marine Electricals (Dr Vijay Malik)

Thread: Notes from Investor Accelerator Summit (Kaji Katlu)

The expensive truth about cheap investments (BB)

Proof of Wealth (Nick Maggiulli)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas SME Stars – 2025 Edition (AI)

Mazagon: Maza Gone (AI)

CDMO: Peer Comparison (AI)

Venky’s: Chicken Masala (AI)

Hubtown: Govt can wait (AI)

India: Keep the Faith (AI)

HBL: Our Business Model (AI)

India’s Top Pharma cos (AI)

Avanti: Shrimple Solution (AI)

You can’t retire on 1 Cr (FE)

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Links

Weekend Mega Linkfest: 07 September, 2025

Some off beat reads for the weekend:

Multi-Alignment is India’s Superpower (Shashi Tharoor)

The Case for a US alliance with India (Foreign Affairs)

The West has been given a rude awakening (RT)

How China is broadcasting its might (Time)

Is China’s mercantilism cracking up? (Engelsberg)

Syria’s deadly reckoning (Guardian)

The quiet War for Lebanon (ORF)

US intervention in Venezuela (Crisis)

What a Ukraine end game may look like (NI)

Hindu Hatred in the West (Arnab Ray)

The rise of Jamaat-e-Islami in Kashmir (Open)

Why wealthy Gurugram is a failed city (Scroll)

Emperor Hadrian’s Revenge (TOI)

Why European Royals loved playing real tennis (Smithsonian)

London’s best Indian food (BBC Travel)

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ConferenceCall

PSP Projects: Order, Order

Source: Earnings Call of PSP Projects Ltd