24 July, 2025 – Alpha Ideas

Some stuff I am reading today morning:

India-UK FTA to be inked today (FE)

India to become third largest economy by 2028 (MC)

Tilaknagar Industries buys Imperial Blue for 4,150 Cr (Fortune)

UPI to be used for credit (BW)

The Revenge of Badla (Shankar Sharma)

Reflections from a Banker’s Journey (RBI)

On the US-Japan Trade Deal (Paul Krugman)

How many stocks should be there in your portfolio? (AA)

The AI Questions that matter (Margins)

Seeing the lottery (Seth Godin)