Alpha Ideas

Some stuff I am reading today morning:

RBI rate cut decision today (HT)

Trump imposes additional 50% tariffs on China (White House)

Trump’ China tariffs sends stocks tumbling (Yahoo Finance)

Speech of US CEA Chairman Steve Miran (White House)

Interview with US Treasury Secretary Bessent (CNBC)

BlackRock CEO Larry Fink says US in recession (The Street)

Stock Talk: Sagility (Candor Investing)

Lohum eyes expansion into Critical Minerals Recycling (Fortune)

Intense competition in India EV 2 Wheeler Market (Forbes)

Bear Markets & Bad Decisions (BI)

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)