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Bandhan Bank appoints Partha Pratim Sengupta as MD and CEO (25-10-2024)
At meeting held on 25 October 2024
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
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Answer
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China has been dumping their inventories in Europe and also China has started putting capacities in Middle east so Middle east might be used as base for exporting Chinese companies products like South east Asia was used earlier
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Chinese output is destined to Europe as of now and given that china has a competitive advantage and early lead in the whole supply chain including critical equipment and RM, it is very likely that China will use that lead and dominance to globalise its manufacturing base and sully from multiple location to different parts of the world.
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Setting up base in MENA is one such derisking move by Chinese player. They are also setting up base in North America.
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If both the Chinese and Indian OEM procure wafer at some prices then the Cell costs are competitive. Hence the need to constantly backward integrate to get supply chain assurance, cost parity and scalability needed to serve global clients.
The scale-up plans of Indian OEM with government policy support are as follows
Rupee falls 1 paisa to settle near all-time low of 84.08 against US dollar (25-10-2024)
Forex traders say the selling rush by foreign investors sent the domestic equity markets into a tailspin, dragging the benchmark indices down
Bandhan Bank Q2 Results: PAT jumps 30% to Rs 937 crore, NII up 21% (25-10-2024)
Bandhan Bank reported a net profit of Rs 937 crore in Q2FY25, up 30% from Q2FY24. Net interest income stood at Rs 2,948 crore, up 21% YoY. Net Interest Margin (NIM) for the quarter was reported at 7.4% compared to 7.2% in Q2 FY24. Operating profit was reported at Rs 1,855 crore in Q2 FY25 compared to Rs 1,583 crore in Q2 FY24.
Sensex, Nifty end with steep losses; Consumer Durables index tumbles (25-10-2024)
In the barometer index, the S&P BSE Sensex, dropped 662.87 points or 0.83% to 79,402.29. The Nifty 50 index slipped 218.60 points or 0.90% to 24,180.80.
Setting up a new investment fund. Would like to ideate on the customised screeners I need to build to filter out investment ideas (25-10-2024)
Understood
A stock market can get overheated at which point unless you’re a very large fish like Mr Buffet, I think one would step aside
Another way of putting it is not finding enough value to warrant a purchase at current price.
My question was around that and models and backtests around macro economics, more out of personal interest, if you’ve found anything meaningful. I came across some models based on fundamental data like o/n RRP and it’s role on predicting interest rate movements etc, so was looking at that as a whole.
Probably my mistake in calling it backtests as it’s not really a backtest but for want of better and succinct word, I probably used that term and misled.
I gather you are probably looking at buy and hold for ever but it someone doesn’t align with your 4-quadrant analysis chart as a company in tailwind sector will eventually get into headwind sector, vice versa
Dividend, Bonus: Infosys, NTPC, RIL, 28 others to go ex-date in Diwali week (25-10-2024)
Here is the complete list of companies whose shares will turn ex-date next week along with their respective corporate announcements, and other key details