13 January, 2025 – Alpha Ideas

Some stuff I am reading today morning:

Global bond trantrum a worrisome start to New Year (Yahoo)

FPIs withdraw 22,194 Cr in Jan (Rediff)

5 IPOs to debut this week (MC)

Russian oil supply to India to get curbed (Reuters)

Oil Bulls are back (Oil Price)

India’s defence exports soar 30x (Fortune)

Gold outlook for 2025 (BI)

Canada plans retaliatory tariffs on US ( CNN )

Dividends are a feature, nothing more (Josh Brown)

7 Pillars of market bubbles (Arcadian)