Alpha Ideas

Some stuff I am reading today morning:

US 30Y yields hit highest levels since 2007 (Yahoo)

No US-Iran talks (CNBC)

Tata Sons defers AGM (Forbes)

Noel Tata’s real test (ML)

Swiggy turns Indian-owned (NDTV)

Stock Talk: Faze 3 (Katalyst)

2 Dredging Stocks (FE)

Medical Devices manufacturing in India (BT)

Where is the moat in AI? (Saad Khan)

Challenges of starting your own fund (EM)