Source: Earnings Call of Bajaj Auto Ltd ..read more

Source: MAS Financial Services Ltd ..read more

Some stuff I am reading today morning: Indigo places order for 30 wide-body planes (DH) AI can kill most call centres (MC) Fears of stagflation in the US (CNN) India’s EV policy to attract global players (CNBC) US exports of Indian solar makers booms (Fortune) State-run energy firms line up green IPOs (FE) Company: ACE Construction (Forbes) Investment Bank: DAM Capital (BI) Valuations are a proxy for future returns (Morningstar) An offer you can’t refuse (Best Interest ..read more

Source: Investor Presentation of Nippon Life Asset Management Ltd ..read more

Some stuff I am reading today morning: Kotak Bank prohibited from onboarding new customers (RBI) SME IPO index hits lifetime high (FE) Questions to the Congress on Wealth Redistribution (HT) Sector: Indian IT Services (Rediff) The decline of the Japanese Yen (DH) China continues to dump steel (Oil Price) Every stock has a different shelf life (Microcap Club) Risk Seeking Vs Mitigating (Morgan Housel) Blackstone’s Bonfire of BREIT holders (IR) What happened when India banned TikTok (AP ..read more

Source: Exchange Filings of Linde India Ltd ..read more

Source: Investor Presentation of Multi Commodity Exchange of India Ltd ..read more

Some stuff I am reading today morning: India 4th largest military spender in 2023 (Fortune) 150 Cr fraud at M&M Finance (NDTV Profit) Adani stocks now have a prominent investor base (BS) Company: PI Industries (Forbes) The 4 fallacies of MF Stress Test (Money Life) Interview with Ashish Shah, CIO Goldman Sachs Asset Mgmt (BP) Are you an investment historian or a futurist? (Morningstar) The market is running on FED Happy Talk (DR) Watch the $ Crumble (QTR) Think slow (Prof Galloway ..read more

Source: Investor Presentation of Tejas Networks Ltd ..read more

Source: Investor Presentation of Reliance Industries Ltd ..read more