Alpha Ideas

Some stuff I am reading today morning:

Why America is hiring in India (NY Times)

NSE likely not to change F&O expiry day (MC)

RBI may cut repo rate by 25 bps in April (Rediff)

US auto tariffs to hit Indian parts makers (DH)

India set to tap vast oil reserves (OP)

India’s AC market poised for exponential growth (Fortune)

What ails India’s manufacturing (CNBC)

Stock Talk: Sarda Energy & JK Infra (FE)

Company: Infra.Market (BI)

Retail Quota in IPOs (Bala)

Some stuff I am reading today morning:

My friend S Swaminathan of Iris passes away (BSE)

Trump imposes 25% tariffs on autos and auto parts ( WH )

FPIs are loading up on Indian debt (MC)

L&T wins its largest order ever (Fortune)

Major tax changes effective from 01 April, 2025 (BT)

Millions of UK tyres sent to India (BBC)

Stock Talk: Godrej Consumer (Rediff)

One in Five Ultra Rich Indians wants to migrate (NDTV Profit)

Gold’s secret panic (Katusa)

Buying at a low valuation (Microcap Club)