Some stuff I am reading today morning:
India-EU FTA pact by January (DH)
4 Labour Codes,1 Big Leap (Manish Sabharwal)
SC clears Sandesara Brothers (ML)
Russia offers discount of $7 per oil barrel (BT)
Rational Exuberance (Big Picture)
The AI bubble (CST)
Google drops a nuke in AI wars (DR)
Who will the Trillion $ robotaxi race? (Economist)
Crypto crash & the Trump family (Bloomberg)
Trump has called Europe’s bluff (Unherd)
Source: Mint
Some stuff I am reading today morning:
Why Lakshmi Mittal is leaving UK (FE)
Taliban woos Indian investors (BW)
Sindh may return to India (BT)
REITs to be gradually included in indices (Rediff)
Company: Godrej & Boyce (Forbes)
25 Years of Indian IPOs (Calm Investor)
The Crypto Bear Market of 2025 (HL)
The Silver Squeeze (DR)
How to find Doubles (Bill Nygren)
Rethinking Growth Investing (AA)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet- 2025 Edition (AI)
SCI : 2x-3x (AI)
Unleashing the CRDMO tiger (AI)
Not expensive (AI)
Gokex: Dangerous (AI)
The fall of AI stocks (AI)
India’s solar pump landscape (AI)
Anil Ambani bank fraud (ML)
What I learned for Rakesh Jhunjhunwala (Dr Malpani)
Anti Indian sentiment rising in US (MC)