05 September, 2025 – Alpha Ideas

Some stuff I am reading today morning:

Efforts on to seal India-EU FTA (MC)

40% GST on carbonated drinks (FE)

Gold could hit $5000/oz (Sherwood)

Company: Fineotex Chemicals (BI)

Sell Side Research: SAMHI Hotels (Yes Securities)

Interview with Peter Berezin (Market)

The state of AI gross margins in 2025 (Tanay Jaipuria)

On India-UAE LNG Pact (OP)

America could help India’s Thorium Dream (MIT Technology)

The Hustle Loop (Seth Godin)