Here are the most clicked items on Alpha Ideas this week:
The absurdity of Trump Tariffs (Arnaud Bertrand)
List of Countries & their Tariffs (White House)
Chaos doesn’t last (AI)
Uncertainty is the cost of Opportunity (AI)
Grauer Weir: Mall Maul (AI)
SME: Best & Worst (AI)
The 2 most dangerous words in investing (BI)
5 Trillion $ and Counting (AI)
Interview with Ajay Khandelwal (CM)
Hindalco: Capacity Dalo (AI)
Some off beat reads for the weekend:
Trump’s Tariff Gambit (Tanvi Ratna)
They’re not Tariffs, they’re Sanctions (American Prospect)
Greenland Vs Trump (RT)
Canada Vs Trump (Newsweek)
Iran Vs Trump (ORF)
Thengadi Vs Trump (Print)
Final Days of Netanyahu’s Premiership (JPost)
Pakistan: Growth on Ventilator, Credibility in Coma (BR)
Israel: An Anti-Colonial Truimph (Spiked)
The death of Farmer’s agitation (Open)
Congress to lose Hindu, Muslim & Christian votes over Waqf Bill (N18)
Thread: The Deel Spy (TBPN)
‘Islamist’ is a fabricated term (Dan Burmawi)
Thread: Maharj Jaychandra (Right Singh)
Drive: Araku Valley (Team BHP)
Source : Wall Street Journal
Some stuff I am reading today morning:
US Markets crash ( CNBC )
US Congress begins anti-tariff movement ( The Street)
The absurdity of Trump Tariffs ( Arnaud Bertrand )
US tariffs to hit India’s Gems & Jewellery exports ( Rediff )
India’s seafood exports at risk ( Fortune)
India pins hope on US BTA ( FE )
Trump Tariffs push China closer to India ( MC )
INDIA alliance rolling out red carpet to Adani ( BW )
Two most dangerous words in investing ( BI )
Geopolitics doesn’t matter, until it does ( Klement )