alphaideas

Investment blog for the Indian markets

[alphaideas @alphaideas]

Weekend Mega Linkfest: 05 June, 2026
https://t.co/UwDCE0HW7J #megalinkfest

[alphaideas @alphaideas]

JM Financial: Our Turn will Come

https://t.co/WZ2jBXePIx

[alphaideas @alphaideas]

Mufin: Mediclaim Benefits

https://t.co/EqXzjdyZwu

[alphaideas @alphaideas]

Linkfest: 05 June, 2026

https://t.co/Z9NcLyqe44 #linkfest

[alphaideas @alphaideas]

Feast in the East

https://t.co/mEuCmBGx09

[Nitin Mangal @nrmangal]

Promoter is talking about risk, 3 days after selling his stake… crazy times

[Pankaj Tibrewal @pankajtibre]

A theme quietly building in 2026:

INR weakness + Yuan appreciation + Import Substitution.

The Chinese Yuan has appreciated nearly 20% against the INR over the last year, creating a reasonably meaningful shift in competitiveness if it sustains.

The market seems to be noticing.

The Nifty India Manufacturing Index is outperforming Nifty this year by a wide margin.

The logic is straightforward:
• A weaker rupee makes Indian exports more competitive globally.
• A stronger yuan makes Chinese imports relatively more expensive.
• Domestic manufacturers gain from import substitution.
• Earnings often follow currency-driven competitiveness with a lag.

We've seen similar setups in previous cycles where currencies did the heavy lifting before profits and stock prices caught up.

Could manufacturing—particularly exporters and import-substitution beneficiaries—turn out to be this cycle's biggest surprise?

#Manufacturing #India #MakeInIndia #Investing #Markets #Exports

[alphaideas @alphaideas]

Performance of Smallcap SIPs

https://t.co/SF8XVPVWzC

[alphaideas @alphaideas]

Linkfest: 04 June, 2026

https://t.co/7J1SgDHDKr #linkfest

[alphaideas @alphaideas]

The Coming India Data Centre Boom

https://t.co/KOuQY96uBR

[alphaideas @alphaideas]

Bitcoin: Never Say Never

https://t.co/OuBLNqw6Rx

[alphaideas @alphaideas]

Linkfest: 03 June, 2026

https://t.co/HFuEQSC3A1 #linkfest

[पाकीट तज्ञ @paakittadnya]

Annamalai meeting Amit Shah in Delhi.

[alphaideas @alphaideas]

Jyoti CNC: 10,000 More

https://t.co/rynpbc62qT

[alphaideas @alphaideas]

Premier: MIL Problem

https://t.co/MSnj9oBATn

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Ukraine has released the full video of Operation Spiderweb the daring container hidden drone operation which left over 40 Russian airforce aircraft damaged or destroyed last year.

[Ole Lehmann @itsolelehmann]

if you're under 50 and you stay healthy, i think you will live to 150 years old minimum

the medical singularity is happening.

just in the past 2 months alone:

> revmed's pancreatic cancer drug (daraxonrasib) doubled survival in the deadliest cancer there is, 13.2 months vs 6.7 on chemo. it got a standing ovation from 40k+ doctors at the world's biggest cancer conference

> a one-time gene editing infusion (verve-102) permanently switched off the gene that drives bad cholesterol and cut it up to 62% from a single dose. one and done, no daily pill for life

> a lung cancer pill (lorlatinib) kept 60% of patients with spread cancer progression-free at 5 years. the longest anyone has ever held back a metastatic solid tumor with a single drug

> mayo built an ai that catches pancreatic cancer on routine ct scans up to 3 years before doctors can. it spotted 73% of the earliest cases vs 39% for human radiologists

> lilly's new weight loss drug (retatrutide) hit up to 30% body weight loss in its big phase 3 trial, and along the way it cut knee arthritis pain by 76% and dropped bad cholesterol about 20%

and we are still just at the beginning of the exponential

call me crazy but i'm a believer when Demis hassabis says we will cure all disease in the next 10 years

[alphaideas @alphaideas]

Linkfest: 02 June, 2026

https://t.co/9mYVHoxGN3 #linkfest

[Takshila Analytics @takshila30]

An IT/software company postponed declaring results because of labour unrest at company's "farm" 🤷🏻‍♂️
@alphaideas

[alphaideas @alphaideas]

TARC: Cash Flowing

https://t.co/p62IGRXGzG