Some stuff I am reading today morning:
India deepens US energy trade (CNBC)
India-US inching closer to trade deal (BT)
India’s trade deficit hits record (BS)
Anil Ambani bank fraud (ML)
Russia’s oil price plummets to $36 (OP)
Battle of BESS (BW)
Fear engulfs Bitcoin traders (Yahoo)
Gold likely to continue its rally (The Street)
Berkshire Hathaway’s purchase of Alphabet (Kingswell)
The Master & The Apprentice (Microcap Club)
Source: Business Standard
Source: Mint
Some stuff I am reading today morning:
India’s refiners turn to US (OP)
What AI means for India (Nandan Nilekani)
Sector: Shipyards (FE)
Company: Force Motors (Rediff)
Sellside Research: Kilburn Engineering (ICICI Direct)
CCL Vs Vintage Coffee (Zen Nivesh)
America & China’s drone arsenals (WSJ)
Choose your own way (Microcap Club)
Inside the Gulf’s Trillion $ AI gamble (CNBC)
Anti Indian sentiment rising in US (MC)
Here are the most clicked items on Alpha Ideas this week:
Eveready: Bane of Bain (AI)
OBSC: Execution Perfection (AI)
Unimech: Post IPO Landing (AI)
Gem Aromatics: Post IPO Stench (AI)
Kilburn: Going Nuclear (AI)
NSDL: Recurring is Half (AI)
Looking under the Hood (Howard Marks)
Multiple ways to get 15% CAGR returns (Gorilla Game)
China advances on India’s borders (WaPo)
The great Mumbai land grab (ML)