02 April, 2025 – Alpha Ideas - The Legend of Hanuman

02 April, 2025 – Alpha Ideas


Some stuff I am reading today morning:

All eyes on Trump Tariffs ( CNBC )

GST collections hit record high ( BS )

India’s defence exports hit record high ( Fortune)

Highway toll charges hiked ( Rediff )

Stock Talk : Adani Group ( FE )

SIPs in the age of volatility ( BT)

Commodity : Copper ( Katusa )

Private Equity in your portfolio ( Morningstar )

Masa’s love for debt ( Climateer )

Desperate in Deutschland ( DR )


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