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07 July, 2025 – Alpha Ideas


Some stuff I am reading today morning:

August 1 is the new US Tariff Deadline (CNBC)

Nations chase US Trade Deals (Yahoo)

Discounts on Russia Oil reduces for India (OP)

India’s rare earth magnet shortage (Forbes)

Industrial Policy is back again (ML)

Millennium Management in SEBI’s crosshairs (BW)

Sector: Hospitals (FE)

Stock Talk: Reliance Industries (Finshots)

Company: Hyundai Motor India (BT)

Interview with Tweedy, Browne (The Market)



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