Here are the most clicked items on Alpha Ideas this week:
Linde: Beta Numberi, Baap Dus Numberi (AI)
HDFC AMC: Dividend Machine (AI)
The Telecom Gear Opportunity (AI)
Mega Trend: India Commodity Options (AI)
India Telecom: Market Share (AI)
Bajaj Auto: Bet on CNG (AI)
MAS: Ab Tak 116 (AI)
Mega Trend: India MF AUM (AI)
SMID Valuations: Bubble Territory (AI)
Adverse election outcome could crash indices 35% (Fortune)
Some off beat reads for the weekend:
Modi’s Doosra (Open)
India aims to emulate Chinese strategy (Arktos)
West’s hypocrisy on India (News18)
Tehran’s nuclear doctrine (RT)
Muizzu’s landslide victory in Maldives (ORF)
The Man who killed Google Search (WYEd)
Columbia University is beyond reform (City Journal)
Why Everything is becoming a Game (Gurwinder)
The riddle of ambition (MoreToThat)
Thread: Persia Vs Iran (True Indology)
Binjor: 5,000 Year old industrial hub (Print)
Thread: Integration of Goa (Gokul Sahni)
The Hindu son of Siraj ud Daula (Get Bengal)
Drive: Mumbai-Bhutan-Mumbai (Team BHP)
Vietnam Travel Tips (Stories of Raku)
Source: Earnings Call of Bajaj Auto Ltd
Source: MAS Financial Services Ltd
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)