01 May, 2025 – Alpha Ideas

Some stuff I am reading today morning:

US Trade deal with India is close ( CNBC )

Ukraine, US sign minerals deal ( FE )

Gold purchases touch 12,000 Cr on Akshaya Tritiya ( Fortune)

US Economy contracts ( MC )

US markets are still expensive ( II )

The man who built Sun Pharma ( Forbes )

SEBI bans 3 You Tubers for 5 years ( DH )

ITR Forms 1,4 notified ( Rediff )

China’s solar firms struggle ( OP )

Trying to understand return expectations ( AQR )