You can borrow someone else’s stock ideas but you can’t borrow their conviction. You can borrow someone else's conviction when stocks go up, but not when they go down.

Hypothesis: we stop buying Russian crude and tariffs go back to 25% High-likelihood winner: Indian IT Likely losers: OMCs & Auto ancillaries #IndianEconomy #Tariffs #IndiaUSTrade

In fundamental long-short, take the other side of MSCI-driven excesses #FundamentalInvesting #MSCIFlows #LongShort #IndiaEquity

Support for the hypothesis from a Nobel laureate.. livemint.com/economy/we-nee… #indianeconomy #Tariffs #IndiaUSTrade

Be careful with unsecured lending exposure in the current macro. Use complacency in certain stocks to consider shorts. #Shortselling #investing #RiskManagement

Support for the hypothesis - economictimes.indiatimes.com/industry/banki… #indianeconomy #TarrifsonIndia #tarrifs #IndiaUSTrade

This recent divergence is a great opportunity in select IT stocks. It's hard to imagine that the current boom in US tech doesn't benefit some of Indian IT players. FIIs exiting the sector en masse further improves the risk-reward. #FII #StockMarketIndia #MultiBagger

While headline inflation looks great, be aware of this, especially with respect to unsecured lending. Source: Financial Express #IndianEconomy #InflationIndia #InterestRates

A balanced article, in contrast to the doom-and-gloom out there. Select IT players will emerge as huge beneficiaries of AI. ft.com/content/e7ea1d… #ArtificialIntelligence #IndianEconomy #AIRevolution