15 April, 2025 – Alpha Ideas


Some stuff I am reading today morning:

India may open Mutual Funds, Equities to Foreign Individuals (BW)

3 New Players to launch Mutual Funds (CM)

Diesel demand falls to lowest level since Covid (Rediff)

Lodha Brothers settle disputes (Money Life)

Company: DTDC (Forbes)

Stock Analysis: Captain Polyplast Ltd (Dr Vijay Malik)

Interview with Marc Chandler (The Market)

145% tariffs on China are clobbering the toy industry (CNN)

How Vivek Oberoi built a 1200 Cr Empire (Fortune)

Thoughts on Tariffs & Market Declines (Morgan Housel)


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