Source: Business Line
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RBI’s Gold
Source: Business Line
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Linkfest: 05 January, 2026
Some stuff I am reading today morning:
FPIs pull out 7,608 Cr in just 2 days (Rediff)
How the Pentagon snatched Nicolas Maduro (Economist)
Venezuela crisis won’t have impact on India (DH)
EU’s Carbon Border Tax goes live (OP)
US building non-ferrous metals smelter (SM)
Silver Mania begins (DR)
Sector: MRO (FE)
Gold Financing & Safety Paradox (Nine One Capital)
Crypto investors are facing violent attacks (Bloomberg)
Which traders survive, which blow up? (L2WTrades)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Death of a Friend (AI)
Jayaswal Neco: Highest Ever (AI)
DSM: Zapping Investors (AI)
Where to invest in 2026? (S Naren)
The Birla Opus Challenge (AI)
India’s MCap-To-GDP ratio (AI)
Low returns in great cos (Nooresh Merani)
India: GCC Nation (AI)
Concentrate to get rich or poor (CS)
Astonishing wave of anti-Indian hate in US (NY Times)
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Weekend Mega Linkfest: 03 January, 2025
Some off beat reads for the weekend:
Bangladesh’s descent into Jihad (Organiser)
5 Elections in 2026 (Print)
No political leadership in Punjab (KBS Sidhu)
Islam is incompatible with democracy (Print)
2026 New Year Message (Xi Jinping)
China View: US-India relations (Sinification)
Somaliland: A Detailed Explainer (TOI)
Discontent in Iran (MEM)
Saudi Arabia Vs UAE (FP)
US Security Guarantees to Ukraine (RAND)
France is becoming used to gratuitous violence (Spectator)
An Elegy to Oxford Street (Spiked)
Mahatam Gandhi was a fraud (Sanjay Dixit)
Nelson Mandela was a communist terrorist (AT)
Bhajan Clubbing (ForPol)
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Death of a Friend
Siddhartha Bhaiya, MD & CIO of Aequitas is no more.
He passed away due to a cardiac arrest while on a holiday abroad.
This news comes as a shock as he was only 49 years old and quite fit as well.
May God give his family the strength to bear this loss.
I knew Siddhartha for many years now.
He was one of the best fund managers in the country with an enviable track record of success.
He was very honest in his dealings, blunt in his opinions and fearless in his convictions.
He had built Aequitas from the Ground Up. He was very proud of his team, the work culture and the legacy they wanted to build.
He had lots of ambitions for the Co-he was confident they would do well in global markets like they succeeded in India.
He was a true friend to me. I had invited him to speak in investor meets-he would adjust his super busy calendar to accommodate me. Used to say – ‘I want to support you and would do this for you’
Will miss him.
