Alpha Ideas

Some stuff I am reading today morning:

Trump could scale back tariffs ( CNBC )

Trump Trade is now floundering ( Yahoo )

How China retaliated against Trump’s tariffs ( Rediff )

Canada’s anger with Trump ( Toronto Star )

Tata Motors begins trial of Hydrogen Powered trucks ( DH )

Gensol Engineering falsified documents ( ICRA)

How AI is changing India’s IT services industry ( Forbes )

Family offices strengthen Indian Capitalism ( Harsh Mariwala )

India’s sandwich generation struggles ( BW )

Restoring SEBI’s credibility ( Money Life )

Some stuff I am reading today morning:

US Tariffs to take effect from today ( Yahoo)

Global coffee prices soar to record highs ( BW )

Stagflation in the US ( The Street)

Massive selloff in PSUs ( MC )

Private Sector is transforming India’s Defence ( Fortune)

Stock Talk : Defence Stocks ( FE )

Concessions for Dharavi Redevelopment Project ( HT )

A history of US stock market crashes ( Callie Cox )

Best Business in AI ( Tomasz Tunguz )

London – City of Inheritance, not Opportunity ( Standard)

Some stuff I am reading today morning:

Bank’s CASA deposits fall ( FE )

Court orders FIR against SEBI officials ( Rediff )

Pressure on Nifty as trade wars continue ( DH )

Paytm receives notice for FEMA violations ( HT )

Madhabi Buch’s legacy at SEBI ( MC )

Trump announces strategic crypto reserve ( CNBC)

What’s behind the market meltdown ? ( Fortune )

Open Letter to SEBI chief TK Pandey ( BW )

Analysis of Midcap Funds ( MF Guy )

Option Rot ( Terrain )