Source: Wall Street Journal
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Trump’s Tariff Trajectories
Source: Wall Street Journal
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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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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)
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Weekend Mega Linkfest: 01 August, 2025
Some off beat reads for the weekend:
The RSS Century (Open)
Inside story of VP Dhankar’s resignation (Print)
Trump wants to derail India’s rise (Korybko)
From EU to Eunuch (RT)
Reject the moral blackmail of Marxist-Jihadi axis (TH)
Not safe to be openly Jewish in Europe (TOI)
Saudis Vs Houthis (JPost)
What the Houthis really want (Engelsberg)
Belgium’s broken prisons (New Lines)
Confessions of Canada’s secret poor (Macleans)
Thread: Mujib’s 1974 Lahore Visit (Paperclip)
Letter from PM Indira Gandhi to President Nixon (State)
Thread: Finland & Nazi Germany (Rina Luru)
Travelogue: Iceland (BBC Travel)
Sport: Pok-ta-Pok (Smithsonian)
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Top 5 Firms by Market Cap
Source : Business Standard
