22 August, 2025 – Alpha Ideas

Date:


Some stuff I am reading today morning:

Mukesh Ambani caught in Trump Trade fury (Bloomberg)

Steepest earnings downgrade for India (DH)

Russia dangles discounts for India (OP)

GST reforms could boost consumption boom (CNBC)

SEBI plans longer tenor derivatives products (BS)

SEBI raids Finfluencer Avadhut Sathe (MC)

Where did the integrity go? (Discipline Funds)

Playing the Ultra Long Game (Novel Investor)

The FED brews up a nasty potion (DR)

Over Tourism in Europe (CNN)



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