03 April, 2025 – Alpha Ideas

Some stuff I am reading today morning:

Regulating Imports Using Reciprocal Tariffs (White House)

List of Countries and Reciprocal Tariffs (White House)

Key takeaways from Trump’s Tariffs (CNN)

Stock Markets slump on Tariffs (FE)

America is headed for grim fiscal reckoning (Bloomberg)

Company: M&M (Forbes)

Stock Talk: KSolves India (Proinvest Nirmiti)

Lodha alleges Board Resolutions were forged (BSE)

Market Manipulation: Bharat Global (Money Life)

Indian Equities have outperformed all other asset classes (CM)