Alpha Ideas

Some stuff I am reading today morning:

US Senate bill proposes 100% tariffs on India (BT)

US-Iran may be at risk of ‘forever war’ (CNBC)

India-UK FTA comes into force (DH)

Hero announces 1000 Cr investment in Ather (Inc 42)

Groww is India’s largest commodity derivatives broker (MC)

Company: Asian Shoes (BI)

SpaceX stock falls below IPO price (Yahoo)

India’s Human Capital Deficit (ML)

China & Critical Minerals Diplomacy (FT)

The best upgrade (Seth Godin)

Some stuff I am reading today morning:

INR breaches 96/$ levels (FE)

Cash levels of mutual funds fall to 19-month low (MC)

IBM stock price falls by 25% (Yahoo)

Yotta’s AI Infra Playbook (Inc 42)

AI won’t stop China’s decline (FT)

The mileage cost of E20 Petrol (Forbes)

India’s frequent infrastructure failures (ML)

The Re-Mining Revolution (DR)

The discipline to stay boring (Oakmark)

Research: The intra month Momentum Cycle (AA)