Alpha Ideas

Some stuff I am reading today morning:

Govt to sell 4% stake in IRFC (BT)

Tata Sons Board defers N Chandra’s reappointment (MC)

Govts rush to hoard critical minerals (CNBC)

Iran’s leaders brace for attack (Bloomberg)

Gurugram is India’s luxury housing capital (Rediff)

Small Caps: Strength through Adversity (ML)

Company: Flipkart (Forbes)

Gen X is India’s hidden consumer powerhouse (Redseer)

What if AI doesn’t end the world? (KL)

Investing in light of the Big Cycle (Ray Dalio)

Some stuff I am reading today morning:

Global trade tariff confusion (Bloomberg)

India to reassess US trade deal (MC)

India as beneficiary of New World Order (Climateer)

$100 Oil price forecasts resurface (OP)

SEBI plans overhaul of PMS regulations (BS)

Company: SISCOL (BI)

The 2028 Global Intelligence crisis (Citrini Research)

How will Open AI compete? (Stratachery)

Dubai’s crazy rich Chinese (Economist)

US Paper Privilege (DR)