Alpha Ideas

Some stuff I am reading today morning:

IMF raises India’s growth forecast to 6.6% (BS)

Google to invest $15 Billion in India AI Data Centre (CNBC)

Tech Mahindra to build Indian AI LLM (MC)

Thread: View on Indian markets (Pankaj Tibrewal)

Wall Street sounds the alarm on AI (Yahoo)

India speeds up US trade talks (HT)

Fixed rate gold booking schemes collapse (BW)

Company: TAFE (Forbes)

The perils of Thesis Drift (Microcap Club)

How Crypto became a Trump Trade (Paul Krugman)