Alpha Ideas

Some stuff I am reading today morning:

Markets jump on Trump’s Zero Tariff comments ( DH )

JSW nears deal to buy out Akzo Nobel India ( BS )

Security clearances of Turkish firms revoked ( Fortune)

Indigo defends code sharing with Turkish airlines ( Ommcom )

Trump doesn’t want Apple building in India ( CNBC)

Gold Loan NBFCs raise concerns ( FE )

How SME IPO funds are misused ( SEBI )

China’s $ 70 Billion investment in Pakistan ( MC )

Tariffs are squeezing US small businesses ( Yahoo)

Rebalance when you can ( Prime Cuts )

Some stuff I am reading today morning:

Operation Sindoor ( PIB )

OFS in Wendt ( BSE )

Eicher Motors posts record profits ( Fortune )

BSE Market Cap crosses 1 Lakh Cr ( BW )

Is the worst over for IndusInd Bank ? ( Forbes )

Judges, Money & Markets ( ML )

Generics likely to be unaffected by Trump ( Rediff )

Top Non Life Insurers ( CM )

US-China relations have changed ( CNBC )

Buying the dip still works ( AP )

Some stuff I am reading today morning:

Retail inflation slows to 6 year low (DH)

‘Boycott Turkey’ gains momentum in India (MC)

On India’s retaliatory tariff proposals (Rediff)

SECI Chairman RP Gupta sacked (ML)

Why India could face higher oil prices (OP)

On Structured co-investments via AIFs (BW)

Technical View: Indices & Ratio Charts (NM)

Thread: Raymond Lifestyle (BTS)

The India factor in Dell’s AI Playbook (Forbes)

Best investors are steadfast (Cliff Asness)