Alpha Ideas

Wishing readers on the auspicious occasion of Dussehra

Some stuff I am reading today morning:

Elon Musk reaches $500 Billion net worth (MC)

Gold, Silver log record gains in H1 FY26 (Rediff)

The great NSE data heist (BW)

Sell Side Research: Top October Picks (Axis Securities)

Rate of Small Savings Schemes (BN)

India PEG ratio is very expensive (D Muthukrishnan)

Hold or sell Gold? (DR)

Picking winning themes (Morningstar)

The battle over Rare Earth magnets (OP)

How AI will change private markets (JC)

Some stuff I am reading today morning:

Foreign investors dump Indian stocks (Bloomberg)

3 out of 4 IPOs flop on debut (BS)

Why is the INR hitting fresh lows? (FE)

Who will build India’s stealth fighter? (MC)

India doubles gold, silver imports (HT)

Company: Capital Small Finance Bank (Proinvest)

The hidden costs of passive investing (Morningstar)

The ‘When to take Profits’ problem (DR)

Hypergrowth Vs Steady Compounding (Tomasz Tunguz)

The Data Center Blob (JP Morgan)