Alpha Ideas

Some stuff I am reading today morning:

Measures against Overseas Derivatives Instruments ( SEBI )

SEBI introduces major reforms for IAs and RAs ( Money Life )

GoI plans 25% tax against Chinese steel imports ( BS )

Nissan to merge with Honda ( CNBC )

Sanghi Ind, Penna to merge with Ambuja ( Fortune )

Company : Eureka Forbes ( Forbes)

Interview with Manishi Raychaudhuri ( Rediff )

Marker forecasters had a poor 2024 ( The Street )

The trouble with US Equity Exceptionalism ( BI )

Don’t ignore Macro ( David Einhorn )