Alpha Ideas

Some stuff I am reading today morning:

Trump sends Tariff Letters to 14 countries ( DH )

SBI @ 70 ( Rediff )

SBI’s 3.5 Lakh Crore secret ( MC )

SME IPOs in 2025 ( MC )

Study on Equity Derivatives after recent measures ( SEBI )

Company : Stellapps ( BI )

Lessons from 1 Cr in Mutual Funds ( FE )

A personal history of American Finance ( Net Interest )

Why Elon Musk should stick to Business ( Yahoo )

An abundance of Scarcity ( DR )

Some stuff I am reading today morning:

August 1 is the new US Tariff Deadline (CNBC)

Nations chase US Trade Deals (Yahoo)

Discounts on Russia Oil reduces for India (OP)

India’s rare earth magnet shortage (Forbes)

Industrial Policy is back again (ML)

Millennium Management in SEBI’s crosshairs (BW)

Sector: Hospitals (FE)

Stock Talk: Reliance Industries (Finshots)

Company: Hyundai Motor India (BT)

Interview with Tweedy, Browne (The Market)