Source: Earnings Call of Neogen Chemicals Ltd
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GSM: Aisa Bhi Hota Hai
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Linkfest: 03 August, 2026
Some stuff I am reading today morning:
New stock market timings from today (BW)
Renewed US-Iran talks today (JPost)
FPIs become net buyers in July (Rediff)
Thread: Backtesting every SIP theory (Yashodhan)
New roadmap for Tata Trusts (MC)
Bigbasket’s Quick Commerce Gamble (FE)
Deep Dive: Groww (Zen Nivesh)
Wall Street’s Oldest Lesson (Yahoo)
The end of Mag 7 (FT)
Waiter or Owner (MI)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Microsoft creates stock market history (Yahoo)
Venus: Holding 2 (AI)
Indigo: Higher & Higher (AI)
India’s secret Stock Exchange (BW)
India’s Financial Plumbing Duopolies (KK)
Thread: Incredible stock market crash in Korea (KL)
Incomes of Middle-Class India are stagnating (HT)
Picking stocks in a bloodbath (CS)
How big is the PMS industry? (AI)
Ather: Accelerating Ahead (AI)
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Weekend Mega Linkfest: 31 July, 2026
Some off beat reads for the weekend:
Incomes of Middle-Class India are stagnating (HT)
FCRA Amendment Bill 2026 & National Security (NS)
Japan & India: The China Variable (JO)
20 years of praising India is not a China strategy (Lowy)
How China’s Venture Ecosystem Works (Bohan)
Spain implodes under migrant invasion (RAIR)
Botswana did everything right (Cremieux)
Horn of Africa at boiling point (Crisis)
The West Bank on a powder keg (MEM)
Pakistan is becoming Punjabistan (FP)
Bernard Arnault responds to Le Monde (Neo Feed)
Interview with Venezuelan President Delcy Rodriguez (Time)
Gangs of France (RT)
The Russo-German struggle for Baltics (Engelsberg)
Courage beats Intelligence (Sahil Bloom)