Some stuff I am reading today morning:
NGT nod for 80,000 Cr Nicobar project (BW)
Macron in India (FE)
3 Land Deals, 3 Disclosure Styles (ML)
Silver prices under pressure (DH)
Oil bears are underestimating geopolitical risk (OP)
China’s Tech shock (CNBC)
Application software faces existential threat from AI (Yahoo)
Sell Side Research: Engineers India (IDirect)
AI could become a Macro problem (Alpha Seek)
The real financial cost of childhood trauma (AP)
Some stuff I am reading today morning:
India AI Impact Summit 2026 begins today (DH)
Chinese are driving gold prices (CNBC)
US markets are very expensive (DR)
Sellside Research: Kilburn Engineering (IDirect)
Sanity Check (Brooklyn Investor)
The returns you keep (Calm Investor)
Retail Investors & the Mispricing Puzzle (AA)
30 Years of Value Investing (Rich Pzena)
Perfect Portfolio (Humble $)
Western countries see World War III coming (Politico)
Here are the most clicked items on Alpha Ideas this week:
Don’t tell FM (AI)
Why Indian markets have bottomed out (Samit Vartak)
The coming collapse of Indian IT (Vikas Vij)
Godrej Prop: Discount Offer (AI)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Falling Fertility (AI)
On Insider Trading (AI)
India-Largest Silver Importer (AI)
The SaaS bloodbath (East Wind)
CemIndia: Racking It (AI)
