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THE THESIS With Brent whipsawing above $100 on Strait of Hormuz attacks before easing to ~$98, US indices red on Iran uncertainty, and India VIX cooling but still elevated, the conviction tilt is unambiguously defensive-quality. The book is leaning into FMCG with pricing power and large-cap industrial compounders – not chasing risk-on cyclicals into a…
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The Thesis InvestorAi is betting on India’s metals and infrastructure cycle. Three of seven conviction picks are steel and aluminium – a directional bet on domestic capex acceleration as VIX drops below 19 and US-Iran ceasefire expectations ease geopolitical risk. Brent near $97 keeps steel margins firm while falling volatility invites cyclical re-rating. Where We’re…
No news Business IndiGo Q1 Results, IndiGo Net Profit Falls 21% On year To Rs 2,161 Crore New Delhi37 minutes ago Copy link IndiGo is the largest company in the Indian airline market with 64.5% stake. Interglobe Aviation, a company operating India’s largest airline Indigo, has received a net profit of Rs 2,161 crore in the…