Here are the most clicked items on Alpha Ideas this week:
Ganesh Housing: God Level Margins (AI)
UK FTA & India Textile Exports (AI)
Indian Equity Funds hold 7% in cash (CM)
Power Grid: 3 Lakh Cr Business Outlook (AI)
Indian heirs reluctant to carry on family biz (DH)
Apar: Go West (AI)
4 Cos which can profit from nuclear power mega trend (FE)
Be warned. IPO mania has returned (ML)
30 Quotes from Financial History (CFA Institute)
Carry no more (AI)
Some off beat reads for the weekend:
How Amit Shah crushed Naxalism (GC)
The Fifth Column (Open)
China’s military falters ( ORF )
Trump’s China Policy (American Prospect)
Inequity in Pakistan ( Tribune )
The PKK’s decision to disband ( Crisis)
Israel can make Trillion of $ in Applied AI (TOI)
Israeli society is splitting into two (JPost)
A 55 year old conversation has scandalised the Arab world (NL)
Stalin returns to Moscow (RT)
The Slavic War according to Stalin ( Engelsberg)
Pirates of the Ayahuasca ( N+1 )
The return to Kailash (ORCA)
Thread: The seige of Leningrad (Rina Lu)
Malcolm X at 100 ( Spiked )
Source : Earnings Call of Apar Industries Ltd
Some stuff I am reading today morning:
Interim India-US trade deal by July 8 ( Rediff )
Early harvest for India-EU deal by July ( FE )
IPO Josh is back ( MC )
Be warned . IPO mania is back ( ML )
Thread : Bharat Electronics Ltd (SR )
Woes continue at IndusInd Bank ( Fortune)
“Sell US” narrative gains fresh momentum ( CNBC )
America’s debt crisis back in spotlight ( CNN )
The US Bond market is not amused ( Bond Dad )
Interview with Tom Gayner ( The Market )
