Alpha Ideas

Some stuff I am reading today morning:

Trump claims US will leave Iran (Yahoo)

IRGC threatens US companies in Middle East (JPost)

Oracle has laid off 12,000 employees in India (Rediff)

The TVS Group’s Governance Crisis (ML)

HDFC’s hidden governance repricing (BW)

Gold is being spent (Vikas Sehgal)

Don’t buy land in Hyderabad (Revathi)

Small Savings Rates Apr-June 2026 (SI)

Bollywood tries to get back its glitter (FT)

Obituary: Vijaypat Singhania (Swarajya)

Some stuff I am reading today morning:

Stocks, bonds, gold all fall (CNN)

FPIs dump record 1.14 Lakh Cr of Indian stocks in March (Rediff)

UAE calls for reparations from Iran (MC)

Thread: US $9 Trillion refinancing (Vivek Gujrati)

Interview with Joerg Wuttke (The Market)

Critical minerals from recycling (ET Insights)

The Electronic Controls India never built (Swarajya)

Cash Conversion Cycle Vs Working Capital Days (Proinvest)

LPG or PNG connection? (BT)

Own Everything (F&F)