Some stuff I am reading today morning:
DIIs overtake FIIs (Fortune)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Tesla is left out of US trade deal (The Street)
Stock Talk: HDFC Bank (FE)
Software stocks are getting crushed (Tker)
Google’s 52x AI Growth (Tomasz Tunguz)
Buffett’s Coca Cola bet (Felix Prehn)
Germany wants its Gold back (DR)
The Coming Crypto Apocalypse (Nouriel Roubini)
Lessons of a first time Fund Manager (Generalist)
Some stuff I am reading today morning:
Japanese stocks hit record highs (CNBC)
Why Indian markets have bottomed out (Samit Vartak)
The Index is lying to you (Capitalmind MF)
India, Malaysia sign 11 agreements (BS)
Not easy for India to cut Russian oil (OP)
The different races in AI (Aakash Gupta)
AI boom is causing shortages everywhere else (WaPo)
Interview with Sandy Nairn (The Market)
India’s Tourism Paradox (ML)
Proven Survivors (Microcap Club)
Here are the most clicked items on Alpha Ideas this week:
What led to the India-US trade deal ( Bloomberg)
What caused partner exits at Peak XV ( MC)
NSE terminals to Dubai bookies (BW)
Traders dump software stocks ( Bloomberg )
3B BlackBio: Small Fish, Growing Pond (AI)
India’s Ride Hailing Platforms (AI)
India’s nominal GDP growth (AI)
Beneficial to US (AI)
Budget 2026 changes SGB tax rules (BS)
Trump’s profiteering hits $4 Billion (New Yorker)
