Alpha Ideas

Some stuff I am reading today morning:

Iran President’s Letter to Americans (MC)

Worst might not be over for Indian Equities (CNBC)

Foreign Central Banks sell US Treasuries (FT)

Airline failures loom (Bloomberg)

Indigo hikes airfares as ATF prices surge (BT)

Babus on India Inc Boards (BW)

On Jaiprakash Associates Insolvency (ML)

Will FY27 be a year for Fixed Deposits? (BS)

Nifty 50 Vs Nifty 500 Index Fund (Basu Nivesh)

Stay consistently invested (FE)

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)