Some stuff I am reading today morning:
India’s refiners turn to US (OP)
What AI means for India (Nandan Nilekani)
Sector: Shipyards (FE)
Company: Force Motors (Rediff)
Sellside Research: Kilburn Engineering (ICICI Direct)
CCL Vs Vintage Coffee (Zen Nivesh)
America & China’s drone arsenals (WSJ)
Choose your own way (Microcap Club)
Inside the Gulf’s Trillion $ AI gamble (CNBC)
Anti Indian sentiment rising in US (MC)
Here are the most clicked items on Alpha Ideas this week:
Eveready: Bane of Bain (AI)
OBSC: Execution Perfection (AI)
Unimech: Post IPO Landing (AI)
Gem Aromatics: Post IPO Stench (AI)
Kilburn: Going Nuclear (AI)
NSDL: Recurring is Half (AI)
Looking under the Hood (Howard Marks)
Multiple ways to get 15% CAGR returns (Gorilla Game)
China advances on India’s borders (WaPo)
The great Mumbai land grab (ML)
Some off beat reads for the weekend:
Bangladesh risks sliding into a Jihadi state (FP)
Massacre in Tadamon, Syria (Guardian)
Lebanon’s impossible choice (Arab News)
Corruption in Ukraine (RT)
China Vs Japan (RAIR)
Ecuador Vs Organised Crime (Crisis)
USA Vs Venezuela (Cradle)
Congress Vs Vande Mataram (S Jayashankar)
Trump & Epstein (Time)
Britain’s Jews no longer feel at home (Spiked)
The truth about Zionism (TOI)
How the Traffic Light changed the world (Engelsberg)
Forgotten photographs of Yazidis (New Lines)
The true story of Benghazi (Ricky Doggin)
Drive: Arunachal Pradesh (Team BHP)
