08 August, 2025 – Alpha Ideas

Some stuff I am reading today morning:

PM Modi defies Trump tariffs (Open)

Why Trump may be misreading India (CNBC)

India challenges the West on Russia Trade (OP)

Textile exports may take a $5 Billion hit (FE)

Gem & Jewellery exporters stare at severe losses (DH)

AU Small Finance Bank to become universal bank (Fortune)

Sell Side Research: VA Tech Wabag (Axis Securities)

Tax Terrorism in India’s stock markets (BW)

Stealth reform of India’s electricity sector (BS)

Wise words on market cycles (Novel Investor)