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22 May, 2025 – Alpha Ideas


Some stuff I am reading today morning:

Interim India-US trade deal by July 8 ( Rediff )

Early harvest for India-EU deal by July ( FE )

IPO Josh is back ( MC )

Be warned . IPO mania is back ( ML )

Thread : Bharat Electronics Ltd (SR )

Woes continue at IndusInd Bank ( Fortune)

“Sell US” narrative gains fresh momentum ( CNBC )

America’s debt crisis back in spotlight ( CNN )

The US Bond market is not amused ( Bond Dad )

Interview with Tom Gayner ( The Market )



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