Alpha Ideas

Wishing readers on the auspicious occasion of Ganesh Chaturthi

Some stuff I am reading today morning:

Trump’s 50% tariffs kick in (CNBC)

3 Ways Modi is planning to beat Trump pain (FE)

Export units across India halt production (Rediff)

SC orders SIT probe into Reliance’s Vantara (BW)

Can GST 2.0 spark a growth boom? (ML)

Premiumisation of India (SOIC)

Sell Side Research: ITC Hotels (JM Financial)

Does Mutual Fund reshuffling hurt compounding? (BN)

The Third Kind of Investor (Zen Nivesh)

Markets don’t care about your feelings (Trend Labs)