Here are the most clicked items on Alpha Ideas this week:
India’s Top 1% (AI)
Returns of Gold ETFs (AI)
25 Transformative Investment Ideas (HDFC Sec)
The rogue Army that owns Pakistan (Open)
Thread: How China swallowed the shipbuilding industry (Jukanlosreve)
Defence Stocks: On the March (AI)
Coming Flood of PTA (AI)
Chart: Apparel Advantage (AI)
IITian CEO struggled to afford Bengaluru rent (HT)
SEBI bans 3 You Tube influencers (DH)
Some off beat reads for the weekend:
J&K: Indian Dream, Pakistani Nightmare (Open)
Shifting Tide in Kashmir (ORF)
Pahalgam & China (First Post)
Pahalgam & Bangladesh (Organiser)
Pahalgam’s Lessons (TFT)
India’s real enemy within (Hill Post)
Why PM Modi struggled in Varanasi in 2024 elections (Scroll)
An AI bubble threatens Silicon Valley (American Prospect)
How North Koreans helped liberate Kursk (RT)
EU’s Game Plan for Ukraine (Korybko)
The Israeli Army’s Language Gap (New Lines)
Is Jordan the next Domino? (TOI)
Not the Fall of Saigon (Jacobin)
No, Ukraine is not fighting a Proxy War (RAND)
The fall of the ‘Davos Man’ (DC)
Some stuff I am reading today morning:
GST revenue hits record high in April 2025 (Rediff)
Oil price rout is good for India (OP)
Air India stares at $600 Million additional costs (MC)
Apple warns of $900 M Tariff headwinds ( Yahoo)
Why SEBI sounded the alarm on opinion trading apps (FE)
Zomato shuts 15 min food delivery business (DH)
Company: Ghodawat Consumer Ltd (BI)
IITian CEO struggled to afford Bengaluru rent (HT)
Interview with Bryan Whalen (The Market)
Buffett’s $325 Billion Mistake (DR)
