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

22 April, 2025 – Alpha Ideas


Some stuff I am reading today morning:

FED Powell should cut rates ( Donald Trump)

FED Powell notes trouble ahead ( The Street )

Investors are selling America ( Sherwood )

PM Modi meets US VP JD Vance ( Fortune )

ED seizes assets in Mahadev Betting case ( MC )

Warning signs for Indian markets ( Forbes )

SGBs up for pre mature redemptions ( FE )

BYD Semiconductor Deep Dive ( Nomad Semi )

The Barrage of Bullish Influence ( 2Point2 Capital)

Buy the Dip ( Aswath Damodaran )


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