Here are the most clicked items on Alpha Ideas this week:
Don’t tell FM (AI)
Why Indian markets have bottomed out (Samit Vartak)
The coming collapse of Indian IT (Vikas Vij)
Godrej Prop: Discount Offer (AI)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Falling Fertility (AI)
On Insider Trading (AI)
India-Largest Silver Importer (AI)
The SaaS bloodbath (East Wind)
CemIndia: Racking It (AI)
Some off beat reads for the weekend:
What Bangladesh’s Election means (Time)
Islamists are real winners in Bangladesh (FP)
Pakistan’s blowback state (MEM)
Christian Nationalism in UK (Spiked)
The Nordic strategic tradition (Engelsberg)
Saudi Arabia carves up Yemen (Cradle)
Goodbye to Saudi-Israeli normalization (JNS)
The campaign to bring back the Shah of Iran (FT)
Gaddafi’s son assassinated (RT)
Ukraine has become Hungary’s enemy (Korybko)
Anti Semitism in Netherlands (JPost)
Jeffrey Epstein’s Emails (JMail)
Another Sholay essay (Jai Arjun)
CIA in Sikkim (Ankit Jakhar)
Drive: Oman (Team BHP)
Some stuff I am reading today morning:
DAC clears 3.6 Lakh Cr of Defence acquisition (PIB)
AI fears spark Wall Street selloff (Yahoo)
RBI acts against Banks misselling (ML)
David Einhorn bets on bigger FED cuts (The Street)
Russian Memo sees return to US $ (MC)
The coming collapse of Indian IT (Vikas Vij)
Company: Muthoot Finance (FE)
Thread: Master Class in Insider Buying (Ekansh Mittal)
AI isn’t coming for your future (Connor Boyack)
Consistency beats Intensity for the average investor (Tony Isola)