Some stuff I am reading today morning:
Global trade tariff confusion (Bloomberg)
India to reassess US trade deal (MC)
India as beneficiary of New World Order (Climateer)
$100 Oil price forecasts resurface (OP)
SEBI plans overhaul of PMS regulations (BS)
Company: SISCOL (BI)
The 2028 Global Intelligence crisis (Citrini Research)
How will Open AI compete? (Stratachery)
Dubai’s crazy rich Chinese (Economist)
US Paper Privilege (DR)
Some stuff I am reading today morning:
India-US postpone trade deal talks (BS)
Haryana Govt de-empanels IDFC & Au Bank (MC)
Tech Giants commit Billions to Indian AI (CNBC)
20-20 TIA Summit 2026 (Akshat Jain)
Fundamentals don’t rerate Microcaps (91 Capital)
Not how stock picking works (Big Picture)
Interview with Matt Gertken (The Market)
China hikes Russian crude imports (OP)
The $90 Billion Russian oil smuggling ring (FT)
Smash & Grab in London (The Times)
Here are the most clicked items on Alpha Ideas this week:
Sasha Mirchandani’s 400x return (The Arc)
Advice from Small-cap Investor (AI)
The Nalanda anti-thesis (Beta2Alpha)
Adani’s secret investments (FT)
Western countries see World War III coming (Politico)
Shaily: More Demand than Supply (AI)
GRSE: How I wish (AI)
Dividends: Easy Way (AI)
3 Land Deals, 3 Disclosures (ML)
The biggest AI Infrastructure deal (Shruti Mishra)
