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08 May, 2025 – Alpha Ideas


Some stuff I am reading today morning:

US Fed holds rates steady ( BS )

India – Pakistan conflict escalates ( Time )

Trump on India- Pakistan conflict ( CNBC )

India pursues 10 trade deals ( Fortune)

Liquor cos to get impacted by UK FTA ( DC )

45,000 Cr twist in DHFL case ( BW )

Company : GHCL Textiles ( TM )

Stock Talk : Kotak Bank ( FE )

Apple shifts from Google to AI search ( HT )

The Great European rotation ( Verdad )



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