Source: DRHP of Canara Robeco Asset Management Company Ltd
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Author: Raoji
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CAMS: 0 Impair
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Linkfest: 06 October, 2025
Some stuff I am reading today morning:
Navi Mumbai airport to be inaugurated on 8 Oct (MC)
Indian Banks now will get piece of M&A action (Fortune)
Why India’s unlisted giants rarely reward their shareholders (BW)
Jeff Bezos sends blunt message on AI bubble (The Street)
The AI capex endgame is approaching (FT)
Interview with Marko Papic (The Market)
Skewing Success (Indexology)
Momentum: The Premier Anomaly (DR)
Sellside Research: 15 Dividend Stocks (IDBI Capital)
Chinese giants dominate EV Truck market (RoW)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Atlanta: 4x Expansion (AI)
Epigral: All reactors firing (AI)
Are Indian markets really over valued? (CM)
Wide dispersal in Indian Equity Markets (Ganeshram Jayaraman)
Foreign investors dump Indian stocks (Bloomberg)
Trump’s $100,000 visa upends Indian student’s lives (NY Times)
Tata Capital: ReTale Story (AI)
Irrational Exuberance in US Markets (Sonali Basak)
Sell Side Research: Top October Picks (Axis Securities)
The ‘When to take Profits’ problem (DR)
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Weekend Mega Linkfest: 03 October, 2025
Some off beat reads for the weekend:
100 Years of RSS (Narendra Modi)
Ladakh on the boil (Goa Chronicle)
Social collapse looms in Pakistan (FP)
The Islamabad-Tehran-Istanbul Railway (Korybko)
The young UK generation are mollycoddled (Boris Johnson)
India has become Israel’s biggest cheer leader (ME Monitor)
How Canada squandered its Drone Lead (Walrus)
Japan between the Great Powers (Engelsberg)
The silence of the US Generals (Robert Hubbell)
Nightclubs of Lagos, Nigeria ( New Lines)
ChatGPT is blowing up marriages (Futurism)
Thread: True story about Shambuka Vadha & Eklavya (JD)
The curious story of Nawab of Arcot (Kaipullai)
An eyewitness account of the Goa Inquisition (Amit S)
Lee Kuan Yew’s eulogy for his wife (IM)