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29 April, 2025 – Alpha Ideas


Some stuff I am reading today morning:

The Rogue Army that owns Pakistan (Open)

Industrial output growth slips to 4 year low (DH)

High US tariffs pushing Chinese exporters to India (Rediff)

Indian Refiners scoop up Russian crude (OP)

IndusInd Bank’s Deputy CEO resigns (HT)

M&M’s acquisition of SML Isuzu (Fortune)

The Case for Silver (Sahil Kapoor)

Delenda est Pakistan (BW)

Thread: How China swallowed the Ship Building Industry (Jukanlosreve)

How are US firms and consumers responding to tariffs? (Apollo)



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