Some stuff I am reading today morning:
India eyes 208 Hydel projects on Brahmaputra (MC)
Indians spent $11 Billion on gold this Diwali (CNBC)
The crash that could torch $35 Trillion (Economist)
Oil Market sceptical about Trump’s sanctions (OP)
Inside the portfolios of SRK, Aamir & Salman (FE)
Company: Meesho (Inc 42)
The biggest debate in wealth management (Josh Brown)
The rise of Alternatives (Verdad)
Tech Dreams Vs Resource Reality (DR)
Performance is subordinate to Survival (AM)
Source: Business Line
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)
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)
