01 August, 2025 – Alpha Ideas

Some stuff I am reading today morning:

US finalizes Tariff rates (White House)

India not to compromise on core interests (BS)

Oil markets are now paying attention to Trump’s threats (OP)

Indian Pharma braces for Trump’s tariff fallout (Forbes)

SC recalls verdict on Bhushan Steel (Rediff)

Regulatory overreach by SEBI (ML)

The cheap Rs 10 NAV myth (FE)

Interview with Michael Pettis (The Market)

The Paradox of Skill (Safal Niveshak)

Copycats are the biggest threat to successful strategies (NI)