Some stuff I’m studying these days morning:
MSCI recast these days (MC)
Centre to start out public sale of 20 important minerals (FE)
Thread: US Inflation is receding (Justin Wolfers)
UBS expects Fed to chop charges by way of 275 bps in 2024 (CNBC)
Inventory Communicate: Adani Wilmar (BT)
Thread: Electrosteel Castings (Raghav Wadhwa)
Interview with deep worth investor Wealthy Pzena (Ioandc)
Highlight: Indian Whiskey (Forbes)
Diversification isn’t a ‘loose lunch’ (BI)
Tech goes to get a lot larger (No longer Uninteresting)
