Alpha Ideas

Some stuff I am reading today morning:

INR breaches 90/$ (Rediff)

India is set to host Putin (CNBC)

India-US deal on the back burner (BW)

Indigo cancels 300 flights in 2 days (BS)

Massive disruption of Indigo flights (BT)

Sanchar Saathi’s flip flop (Forbes)

The Indian destination wedding market (BI)

The Hot Hand fallacy (Safal Niveshak)

The path to $200/oz Silver (DR)

Q3 CY2025 Letter to Investors (Hayden Capital)

Some stuff I am reading today morning:

Putin visits India tomorrow (BS)

Meesho faces major investor protest (HT)

Silver at record highs (MC)

Long delays at Delhi Airport (BT)

GIFT City is India’s answer to Dubai (DH)

India’s new Labour codes (ML)

Company: RSWML (BI)

Note to Investors (Nine One Capital)

The shift to hard assets (Ritesh Jain)

OpenAI Vs Google (Josh Brown)