Here are the most clicked items on Alpha Ideas this week:
Kaynes: Drop N Delay (AI)
Privi: Picture Abhi Baaki Hain (AI)
Azad: Four Play (AI)
Good results. Falling stocks (91 Capital)
China’s Battery Breakthrough (OP)
Wait till 15th June before filing ITR (MC)
Msafe: Scrap Secret (AI)
3 EV Battery Chemical Stocks (FE)
DLF: Gurgaon exceeds Mumbai (AI)
Warning signs from India’s bond market (BS)
Some off beat reads for the weekend:
All non-drone militaries are obsolete (Noah Opinion)
How US learned to love Pakistan (Drop Site)
Iran’s Iraqi Front (Arab News)
Kaliningrad & the Suwalki Gap (Crisis)
Why Pakistan deployed troops in Saudi Arabia (New Lines)
Foreign Policy Survey 2025 (ORF)
What globalizing the intifada looks like (Atlantic)
The only female Yakuza (Guardian)
The Paradox that is Punjab (Prateek Rajput)
Sita Ram Goel’s letter to Romila Thapar (DD)
The origins of Canara Bank (Parimal)
The Param-eaters of Bhodrolok (Great Bong)
Thread: Fact Check on Bhojashala (True Indology)
The evil Rammohun Roy (SM)
Thread: Dhaka muslin (Jamal Jafri)
Source: Business Line
Source: Financial Times
Some stuff I am reading today morning:
US, Iran in intense talks (MC)
Thread: Don’t let 100 INR/$ bother you (Arvind Panagariya)
Warning signs from India’s bond market (BS)
Zepto to launch IPO in July (Rediff)
Gold is 1.65L/10 grams (DH)
Company: Deccan Gold Mines (Pulse of Profit)
Stock Talk: Force Motors (FE)
Why we invested in National Fittings (Bhavik Mehta)
AI earnings are cyclical not permanent (Jim Chanos)
Most high-income earners retire with 3 Cr portfolios (Muthu)