Alpha Ideas

Some stuff I am reading today morning:

Adani likely to settle with US regulators (BW)

Korea stock market is up 75% this year (Bloomberg)

Samsung hits $ 1 Trillion valuation (Yahoo)

Biggest Indian IPOs of 2026 (FE)

Weakening of INR (Nooresh Merani)

Deep Dive: India Solar Manufacturing (Value Quest)

Company: Orbbec (Forbes)

Don’t predict, prepare (Howard Marks)

How do you retire at 55? (Common Sense)

Obituary: Ted Turner (CNN)

Some stuff I am reading today morning:

Centre approves 2.5 Lakh Cr Credit Guarantee scheme (DH)

Iran tightens grip on Hormuz (WSJ)

Project Freedom is temporarily halted (JPost)

Crisis for seafarers in Persian Gulf (CNN)

Turmoil in Tata Trusts (FE)

Cognizant to lay off 12,000-15,000 employees (MC)

Stock Talk: Bhagyanagar India (VaR)

The end of cigarettes is coming (Atlantic)

Non-Linear Momentum (Klementon)

Returns from Collectibles (BI)