Alpha Ideas

Some stuff I am reading today morning :

10 Big announcements from Modi Trump talks ( MC )

US & India aim to double bilateral trade to $ 500 Billion ( CNBC )

Trump’s latest tariff salvo is all bark no bite ( CNN )

Raamdeo Agrawal : Govt’s job is done ( Fortune )

Key changes in India’s tax bill ( BW )

The Silver squeeze ( DR )

Disrupted : Human Rideshare models ( PA )

How to pass the stock market’s Stress Test ( SN )

Primary sources ( Rational Walk )

The End Game in Business ( Aswath Damodaran )

Some stuff I am reading today morning:

Talks begin to end Ukraine war ( Trump)

Trump reciprocal tariffs to come on Thursday ( CNBC )

On Modi – Trump talks ( FP )

Equity Mutual Fund inflows remain strong ( Cafe Mutual)

Retail inflation slows to 4.3% ( Rediff )

Torrent Group is new owner of Gujarat Titans ( FE )

A Mega City near Jhansi ( Money Life )

Broken Markets? ( Brooklyn Investor )

What happened to the Green Hydrogen boom? ( OP )

Expertise and Credentials ( Seth Godin )