AZZ: Secular Tailwinds, Good Execution, And Solid Balance Sheet Support Buy (NYSE:AZZ)

Some stuff I am reading today morning: JanNivesh SIP offers Rs.250 SIPs (BT) India, US to finalize trade deal (Rediff) NTPC to invest $62 Billion in nuclear capacity (OP) Why BharatNet remains an unfinished dream (Money Life) Jewellers margin set to take a hit (FE) Regional upstarts are beating National Consumer brands (Fortune) Market Notes:…

Source : Earnings Call of Ganesh Housing Corporation Ltd Source link

Reuters…on the most exciting story in the financial world: Argentina’s Milei wants to make austerity great again. ‘Argentina’s libertarian President Javier Milei laid out a bleak vision in his maiden speech a year ago amid an economic crisis. He warned there was “no money”, pledged shock therapy for the economy and said things would get…

‘It’s easier to imagine the end of the world than the end of the status quo.’ — Fredric Jameson If you’ve listened to enough conversations about AI and big tech, you’ve heard the same refrains: ‘This spending isn’t sustainable.’ ‘I can’t see how they monetise this.’ Some of this may be true. But much of…