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12 May, 2025 – Alpha Ideas


Some stuff I am reading today morning:

How India-Pakistan reached an understanding ( NDTV)

India sets new normal in fighting terror (HT)

Key takeaways from DGMO’s press conference (BS)

US announces China Trade Deal (White House)

Price restrictions on US medicines (Trump)

6 reasons US markets are rallying (Josh Brown)

No duty cuts by India on UK wines ( Rediff)

MF Industry’s AUM reaches near 70 Lakh Cr (CM)

The value of a second opinion (Oblivious Investor)

Vikram Misri, the diplomat from Srinagar (Fortune)



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