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)