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)
Some stuff I am reading today morning:
Apple’s India exports hit $ 7 Billion ( FE )
IPO Watch : NTPC Green Energy ( HT )
Reliance Jio IPO in 2025 ( Rediff )
Inflation squeezes middle class budgets ( DH )
L&T bets big on defence and aerospace ( Fortune )
Company : Astra Zeneca India ( Forbes )
SEBI bats for easing angel fund norms ( BS )
The coming Trump inflation shock ( CNN )
The Bitcoin Factor ( Rogers)
The miracle of US Equities ( Morningstar)
