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China Can’t Win
Author: Raoji
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Linkfest : 08 April, 2025
Some stuff I am reading today morning:
Trump threatens additional 50% tariffs on China ( BT )
Trump Tariffs rattle stocks for 3rd Day ( CNBC)
India fears import surge from China ( Rediff )
FD rates could decline after RBI meet ( Fortune)
Stock Talk : Coal India & IRCTC ( FE )
Long stock market boom has doomed US & India ( BS )
Trade & Capital at the crossroads of War ( Quipus Capital)
This is what real market uncertainty looks like ( Morningstar)
A tale of two crashes ( DR )
Anatomy of a Market Crisis ( Aswath Damodaran)
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What Selloff?
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Linkfest: 07 April, 2025
Some stuff I am reading today morning:
Asian Markets plunge (Yahoo Finance)
US Stock Futures resume plunge ( The Street)
Crude Oil Crashes (Oil Price)
Trump on the stock market sell off (CNBC)
Fed Chair Powell warns on Trump’s Tariffs (CNN)
India unlikely to retaliate against Trump’s Tariffs (MC)
Shipbuilding, Shipbuilding, Shipbuilding (DR)
Blood on the Street (Blair Belle Curve)
Our best advice is to chill (Albert Bridge Capital)
An Investor’s To-Do list for chaotic markets (Morningstar)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
The absurdity of Trump Tariffs (Arnaud Bertrand)
List of Countries & their Tariffs (White House)
Chaos doesn’t last (AI)
Uncertainty is the cost of Opportunity (AI)
Grauer Weir: Mall Maul (AI)
SME: Best & Worst (AI)
The 2 most dangerous words in investing (BI)
5 Trillion $ and Counting (AI)
Interview with Ajay Khandelwal (CM)
Hindalco: Capacity Dalo (AI)