Some stuff I am reading today morning:
Nifty 50 earnings may slip to 5 year low (FE)
FPIs selling spree continues (DH)
4 IPOs in the coming week (MC)
India’s FTAs not paused (BS)
Bitcoin may hit $100,000 (The Street)
UAE stock markets have crossed $ 1 Trillion market cap (BT)
SEBI flags concerns over royalty payments (Fortune)
Short Term Vs Long Term forecasts (Verdad)
Small but mighty AI (Tomasz Tunguz)
How Brands are born (Value Investing)
Here are the most clicked items on Alpha Ideas this week:
Arman : Oh Man ! ( AI )
Piccadily : Indian made Scotch ( AI )
The hottest Indian destination ( AI )
The hardest Q in investing ( AI )
The coming Currency War ( AI )
Commodity : Silver ETFs ( FE )
Thread : Waaree Energies is a regulatory arbitrage business ( LN )
Time to reduce risk ( Sailesh Raj Bhan)
Why Buffett is selling ( Value Investor)
India is a failed middle-income country ( ET )
Some off beat reads for the long weekend:
Trump: America’s Revolutionary (Open)
How Polymarket predicted Trump (Newsweek)
Trump 2.0 & India (AP)
Trump 2.0 & the Middle East (National Interest)
Trump 2.0 & China (Al Majalla)
Profile: Melania Trump (IM1776)
India is the new darling of the West (Friday Times)
Yogi Adityanath: Batogey to Katogey (Organiser)
The Gladiator syndrome in Politics (Goa Chronicle)
Did Hamas accidentally save the world? (TOI)
Left is silent on attacks on Jews (Telegraph)
Chinese Scholars: 2 Generations, 2 Views (Gen-Z Glimpse)
Saving the Leningrad Seed Bank (Guardian)
The discovery of Tutankhamun’s tomb (Jerusalem Post)
How the Sassoons of Bombay built a fortune in China (Scroll)
