04 August, 2025 – Alpha Ideas

Some stuff I am reading today morning:

ED arrests ex Chief Dealer of Axis MF (BT)

Indian exporters to take a hit on margins (DH)

China pushes back US on oil (Yahoo)

The difficult task of redeveloping Dharavi (BI)

Indian Drones take flight (BW)

Stock Talk: Swiggy (Inc42)

Commodity: Silver (Katusa)

No country for short sellers (Bak Stack)

30% CAGR over 27 years in Oil & Gas Industry (MC)

The Information Problem (DR)