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

04 April, 2025 – Alpha Ideas


Some stuff I am reading today morning:

US Markets crash ( CNBC )

US Congress begins anti-tariff movement ( The Street)

The absurdity of Trump Tariffs ( Arnaud Bertrand )

US tariffs to hit India’s Gems & Jewellery exports ( Rediff )

India’s seafood exports at risk ( Fortune)

India pins hope on US BTA ( FE )

Trump Tariffs push China closer to India ( MC )

INDIA alliance rolling out red carpet to Adani ( BW )

Two most dangerous words in investing ( BI )

Geopolitics doesn’t matter, until it does ( Klement )


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