Alpha Ideas

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 )