Alpha Ideas

Some stuff I am reading today morning:

Trump hints 20-25% tariffs on India (MC)

Trump’s pharmaceutical tariffs expected any day (CNBC)

Trump gets tariffs, Americans get price hikes (Reuters)

India’s Derivatives Delusion (ML)

NSDL Vs CDSL (Fortune)

Company: Aditya Infotech (BI)

Rush to get Mutual Fund licenses (CM)

Interview with David Rosenberg (The Market)

Maldives: From India Out to India First (BW)

Nothing works all the time (CS)

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

75+ IPOs have received SEBI approval ( Rediff )

Speculative frenzy in US stock markets ( Sherwood )

Europe balks at unbalanced Trade deal ( CNBC )

World faces steel glut ( DH )

Why Indian IT services cos can’t do products ( Niteen S Dharmawat )

Sona Comstar Vs Rani Kapur ( BS )

Stock Talk : Titan ( FE )

Silicon Valley bets on defence manufacturing ( AP )

How people invested before the Internet ( Onveston )

The 7 rules of stock market bubbles ( OC )

Some stuff I am reading today morning:

SME IPO hype fizzles in 2025 ( Fortune)

US & EU reach trade deal ( Investing )

TCS to layoff 12,000 employees ( BS )

On Microsoft layoffs ( Om Malik)

Curious timing of ED raids on Anil Ambani ( BW )

Musk is at crossroads with Tesla ( Yahoo )

Stock Markets go to extremes ( Humble $ )

Is the S&P a thirst trap? ( Contessa )

The risks of passive investing dominance ( AA )

Ferrari status ( Ted Lamade )