Alpha Ideas

Wishing readers on the occasion of Ram Navami

Some stuff I am reading today morning:

Iran places 5 demands to end war (MC)

Trump’s approval ratings at new lows (Reuters)

Fertilizer prices spike (CNBC)

Tata Trusts seek 5-year roadmap from Tata Sons (FE)

India’s Defence AI Reality Check (Inc 42)

Company: Tata Communications (BT)

Wait times for Hitachi Transformers hits 30 months (Climateer)

When a £200,000 watch raised red flags (HT)

The economic consequences of the Iran war (Noah Opinion)

Significance > Success (Collab Fund)

Some stuff I am reading today morning:

Trump claims US is in talks with Iran (JPost)

Iran threatens retaliation if attacked (MC)

Rajasthan Royals sold for over 15,000 Cr (FE)

Royal Challengers Bengaluru sold for 16,600 Cr (BT)

Oil resumes advance (Bloomberg)

Inside India’s Petrol Pricing system (OP)

Commodity: Silver (The Street)

Indigo warns of demand hit (HT)

Effects of Gulf War not fully priced in (ML)

One risk after another (BI)