Alpha Ideas

Some stuff I am reading today morning:

The US HIRE Act is a threat to India (MC)

Indian shipbuilders woo overseas customers (Nikkei Asia)

SEBI is forcing Bank Nifty shakeup (FE)

Indian SC gives relief to Vodafone (HT)

US SC confronts Trump & his tariffs (NY Times)

US market’s bubble still has good ways to go (Yahoo)

When the Market rhymes with 1929 (EndGame Macro)

Bangladesh may scrap Adani contract (DH)

SIP AUM Analysis (CM)

Should you just buy stocks until you die? (WSJ)

Some stuff I am reading today morning:

India set to triple rare earths magnets plan (MC)

India exits Ayni Air Base, Tajikistan (BW)

GST Collections rise despite rate cuts (DH)

Swiggy yet to deliver to waiting investors (Inc42)

Company: Pudumjee (Zen Nivesh)

Startup: WickedGud (Forbes)

3 Tough Truths about Climate (Bill Gates)

The end of Calcutta Stock Exchange (Jayati Bhattacharya)

Trend following in a bubble (CS)

Why Size matters in Factor Investing (Alpha Architect)