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19 June, 2025 – Alpha Ideas


Some stuff I am reading today morning:

Fed doesn’t cut rates (CNBC)

Markets could sell off if US enters Iran-Israel war (Yahoo)

India,Canada re-engage (BS)

Minutes of SEBI Board Meeting (SEBI)

Stock Talk: Grasim (Rediff)

Sector: Shipping (FE)

Broker Research: Siemens Energy (HDFC Sec)

Interview with Dan Niles (The Market)

The dark side of China’s gold frenzy (NY Times)

Manage the Noise (Big Picture)



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