Some stuff I am reading today morning:
India set to triple rare earths magnets plan (MC)
India exits Ayni Air Base, Tajikistan (BW)
GST Collections rise despite rate cuts (DH)
Swiggy yet to deliver to waiting investors (Inc42)
Company: Pudumjee (Zen Nivesh)
Startup: WickedGud (Forbes)
3 Tough Truths about Climate (Bill Gates)
The end of Calcutta Stock Exchange (Jayati Bhattacharya)
Trend following in a bubble (CS)
Why Size matters in Factor Investing (Alpha Architect)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet: 2025 Edition (AI)
A Crash is Coming (Engelsberg)
The great Indian IPO heist (Safal Niveshak)
SW Solar: Bole Kuch, Hoye Kuch (AI)
Mining is only 1% (AI)
SIPs Sahi Hai (AI)
SSKL: Saree Ki Baari (AI)
Bringing the Gold home (AI)
Fund Management is becoming a commodity (Dhruv Rathod)
IPO Pricing Explained (AI)
Some off beat reads for the weekend:
A Crash is Coming (Engelsberg)
Slaughter in el-Fasher (Al Majalla)
Inside India’s cybercrime villages (Guardian)
Indians trafficked in Oman (New Lines)
The struggle for Pakistan’s conscience (MEM)
Bangladesh’s pivot to China (ORF)
What the West could learn from Israel (Spiked)
Russia’s Burevestnik Missile Test (FP)
The end of Bolivia’s pink tide (NI)
How UK lost its shipbuilding industry (CP)
Quantum Computing is coming for your digital secrets (Walrus)
The dangerous charisma of Zohran Mamdani (TOI)
The untold story of Major Chint Singh (GC)
What made blogging different? (TPM)
The Second Bhatoora (Parminder Singh)
Some stuff I am reading today morning:
The biggest takeaways from Trump-Xi meeting (CNBC)
SEBI extends deadline for T+0 settlement (MC)
Interview with RBI Dy Governor Sankar (BS)
5 Charts on the unstoppable US Tech rally (Morningstar)
White Collar jobs are disappearing (WSJ)
$555B of Cloud Spend (Tomasz Tunguz)
How US lost the trade war (Paul Krugman)
Re-run of the Dot Com Delirium (DR)
Iron Air Batteries could dethrone Lithium (OP)
Positioning for What’s Next (Miller Funds)
Source : From the Movie ‘ Margin Call’
