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04 July, 2025 – Alpha Ideas


Some stuff I am reading today morning:

SEBI Order against Jane Street (SEBI)

Centre clears mega defence purchases of 1.05 Lakh Cr (MC)

Trump’s Mega Bill passed (CNBC)

Trump to send tariff letters to 170 countries today (FE)

Reliance shifts FMCG business to RCPL (DH)

Why Mumbai, Bengaluru realtors are feeling the heat (Rediff)

Delhi halts fuel bank on old vehicles (BT)

India pushes forward in rare earths (OP)

Is Gold Jewellery a good investment? (BN)

The Gospel according to Compound Interest (DR)



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