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29 July, 2025 – Alpha Ideas


Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

75+ IPOs have received SEBI approval ( Rediff )

Speculative frenzy in US stock markets ( Sherwood )

Europe balks at unbalanced Trade deal ( CNBC )

World faces steel glut ( DH )

Why Indian IT services cos can’t do products ( Niteen S Dharmawat )

Sona Comstar Vs Rani Kapur ( BS )

Stock Talk : Titan ( FE )

Silicon Valley bets on defence manufacturing ( AP )

How people invested before the Internet ( Onveston )

The 7 rules of stock market bubbles ( OC )



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