Alpha Ideas

Some stuff I am reading today morning:

US Markets crash ( CNBC )

US Congress begins anti-tariff movement ( The Street)

The absurdity of Trump Tariffs ( Arnaud Bertrand )

US tariffs to hit India’s Gems & Jewellery exports ( Rediff )

India’s seafood exports at risk ( Fortune)

India pins hope on US BTA ( FE )

Trump Tariffs push China closer to India ( MC )

INDIA alliance rolling out red carpet to Adani ( BW )

Two most dangerous words in investing ( BI )

Geopolitics doesn’t matter, until it does ( Klement )

Some stuff I am reading today morning:

Regulating Imports Using Reciprocal Tariffs (White House)

List of Countries and Reciprocal Tariffs (White House)

Key takeaways from Trump’s Tariffs (CNN)

Stock Markets slump on Tariffs (FE)

America is headed for grim fiscal reckoning (Bloomberg)

Company: M&M (Forbes)

Stock Talk: KSolves India (Proinvest Nirmiti)

Lodha alleges Board Resolutions were forged (BSE)

Market Manipulation: Bharat Global (Money Life)

Indian Equities have outperformed all other asset classes (CM)