Some stuff I am reading today morning:
Hindustan Copper OFS (NDTV)
US launches ‘Operation Economic Outcast’ (CNBC)
Dark Transits in Strait of Hormuz (CNN)
TCS to buy Porsche’s IT Consultancy (DH)
Company: Natco Pharma (BI)
Sellside Research: Dhoot Transmission (Ambit)
2 Pharmacy Stocks (FE)
Nvidia’s risky business (Stratechery)
Everyone hates bonds (CS)
The economic war goes nuclear (DR)
Source: Business Line
Some stuff I am reading today morning:
Why I rejected Trump’s Trade Deal (PM Mark Carney)
Trump’s economic challenge (FT)
The bill for Washington spending comes due (WaPo)
Scott Bessent is a Charlatan (Lars Christensen)
Dayanidhi Maran’s fraud (S Gurumurthy)
Made in Amethi: AK 203 (FE)
Sellside Research: Aditya Infotech (ICICI)
Degenerate economy meets Capex bubble (Howard Lindzon)
A stroll through Bubble Land (DR)
How Jack Bogle changed investing forever (Morningstar)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas SME Stars-2026 Edition (AI)
India’s SIP Book (AI)
Hirect:3 to 12x (AI)
The return of Biyani (MC)
Kusumgar: 3 Trends are Friends (AI)
The wealthiest family offices of India (CM)
Ayurveda: $200 Billion Opportunity (AI)
3 Defence Stocks (FE)
The F&O Trap (NDTV)
Medical Devices manufacturing in India (BT)
