Source: Earnings Call of Sterling & Wilson Renewable Energy Ltd
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Author: Raoji
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SIPs Sahi Hai
Source: Business Line
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Linkfest: 27 October, 2025
Some stuff I am reading today morning:
US, China on verge of sweeping trade deal (Bloomberg)
Trump adds 10% extra tariffs on Canada over ad (CNBC)
How LIC helped Adani group (WaPo)
Indian Equities have given 13.6% CAGR returns since 1990 (CM)
Company: Jayaswal NECO (Zen Nivesh)
Drone Component Startup: AKSI (Pankaj Akula)
Fund Management is becoming a commodity (Dhruv Rathod)
Growth of Passives in India (Native Invest)
China’s plan for next 5 years (SCMP)
On Proxy Voting in the US (Basis Pointing)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet: 2025 Edition (AI)
Evolution of a Value Investor (Anshul Saigal)
Ujjivan: Pratham (AI)
Kesoram: Ram Naam Satya Hai (AI)
Q3 2025 Letter to Investors (Greenlight Capital)
Q3 2025 Letter to Investors (Pabrai Funds)
A Forgettable Samvat 2081 (AI)
India emerging as ‘anti AI’ play (MC)
Opportunities in Hindi Heartland (AI)
The World’s largest asset managers (AI)
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Weekend Mega Linkfest: 24 October, 2025
Some off beat reads for the weekend:
Sanae Takaichi: Japan’s first female PM (Al Majalla)
The imperial past of India’s geopolitics (Engelsberg)
Regime change in Venezuela (Crisis)
Israel’s annexation of West Bank (TOI)
Battle to win NY’s Hindus (New Lines)
Russia Vs Ukraine (NI)
Hungary Vs Poland (Korybko)
Taiwan Vs China (Time)
Bangladesh Jihadists Vs Bangladesh Army (FP)
Africa Vs Gays (RT)
Dog Lovers Vs Diwali (Jai Arjun)
The secret life of Horus (Edify)
Book Review: Alexander to Actium (PSmith)
Travelogue: Cambodia & Laos (Team BHP)
Dyers of Simla (Hill Post)