Categories
Links

Linkfest: 05 August, 2025

Some stuff I am reading today morning:

Trump threatens India with more tariffs (X)

India’s response to Western threats (MEA)

Amit Shah becomes India’s longest serving HM (MC)

India Inc Promoter’s holding slumps to 8 year low (Rediff)

With Nil Assets, Anil Ambani lives a full life (ML)

A tale of 3 Exchanges (FE)

India’s CDMO rise (Niveshaay)

India’s IT sector is shedding jobs (CNBC)

India’s $12 Billion R&D Fund (Forbes)

What Sumo wrestling taught me about Trading (Trendlabs)

Categories
ConferenceCall

CAMS = Computers Axes Manual Sytems

Source: Earnings Call of Computer Age Management Systems Ltd

Categories
Chart

Trump’s Tariff Trajectories

Source: Wall Street Journal

Categories
Links

Linkfest: 04 August, 2025

Some stuff I am reading today morning:

ED arrests ex Chief Dealer of Axis MF (BT)

Indian exporters to take a hit on margins (DH)

China pushes back US on oil (Yahoo)

The difficult task of redeveloping Dharavi (BI)

Indian Drones take flight (BW)

Stock Talk: Swiggy (Inc42)

Commodity: Silver (Katusa)

No country for short sellers (Bak Stack)

30% CAGR over 27 years in Oil & Gas Industry (MC)

The Information Problem (DR)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas SME Stars-2025 Edition (AI)

Tracking Performance of SME IPOs (AI)

Why IT Services cos can’t and won’t build IT products (NSD)

India’s Derivatives Delusion (ML)

Curious timing of ED raids on Anil Ambani (BW)

India’s Oil Turmoil (AI)

Company: Nitco (BI)

Bikaji: Less Unhealthy (AI)

CMS: Frustrated Survivor (AI)

Global glut of steel (DH)