Alpha Ideas

Wishing readers on the occasion of Ram Navami

Some stuff I am reading today morning:

Iran places 5 demands to end war (MC)

Trump’s approval ratings at new lows (Reuters)

Fertilizer prices spike (CNBC)

Tata Trusts seek 5-year roadmap from Tata Sons (FE)

India’s Defence AI Reality Check (Inc 42)

Company: Tata Communications (BT)

Wait times for Hitachi Transformers hits 30 months (Climateer)

When a £200,000 watch raised red flags (HT)

The economic consequences of the Iran war (Noah Opinion)

Significance > Success (Collab Fund)