Categories
Links

Linkfest: 18 April, 2024

Some stuff I am reading today morning:

Govt notifies liberalised FDI norms for space sector (DH)

Adani family infuses 20,000 Cr into Ambuja Cements (BT)

Real risk of no rate cuts till 2025 (CNBC)

F&O battle between BSE & NSE (FE)

Mercedes-Benz clocking record sales in India (Fortune)

Fallout of SC order on Reliance Infra (Money Life)

Commodity: Gold (Katusa)

Higher for Longer risk for rates (Capital Spectator)

Red Lines (Josh Brown)

Unveiling Multi-Bagger secrets (BBS)

Categories
InvestorPresentations

The Case for Private Capex

Source: Investor Presentation of CRISIL Ltd

Categories
InvestorPresentations

B2B Construction: 6 Lakh Crore Market

Source: Investor Presentation of SG Mart Ltd

Categories
Links

Linkfest: 17 April, 2024

Wishing readers on the auspicious occasion of Ram Navami.

Some stuff I am reading today morning:

Rupee plunges to all time lows (FE)

Fed Chair Powell says inflation is still high (CNBC)

Different ways Israel can strike Iran (TOI)

$100 Oil is possible (Oil Price)

How Berger Paints plans to protect market share (Rediff)

Why everyone in finance is getting ripped (DH)

Why I love investing in unfair fights (Thierry Borgeat)

Invest for the decades (Nick Maggiulli)

AI, Gold & Nuclear War (DR)

Boom and Bust Coal 2024 (GEM)

Categories
Observations

Hybrids are Winning

Source : Wall Street Journal