Jio Platforms IPO Likely to Open October 21 — India’s Biggest-Ever Public Issue
Jio Platforms is on the verge of launching the largest IPO in Indian capital market history, surpassing Hyundai Motor India’s Rs 27,870 crore issue from 2024. The Mukesh Ambani-led Jio Platforms is likely to open its maiden public offering on October 21 (Wednesday), with the bidding window expected to closeContinue Reading
Dilip Davda: Record September With 101 Issues, A Dry Spell, and Jio Waits in the Wings
By Dilip Davda Rising geopolitical tension kept global markets under pressure last week, and India, as a major importer of crude oil priced in dollars, was hit hardest. Fear of rising inflation and a possible US Fed rate hike kept everyone on their toes. After a gap of over 25Continue Reading
IPO Listing Gains Tracker: How the Recent Crop of IPOs Performed — Big Winners, Flat Debuts & Losers
A bumper late-September to early-October 2026 IPO season delivered a sharply mixed scorecard The primary market has been in overdrive. Across late September and early October 2026, dozens of mainboard and SME IPOs hit the bourses, and the listing-day results have been anything but uniform. Some rewarded investors with instantContinue Reading
NBFCs Are Paying You More Than Your Bank Is — But Every Retail Saver Needs to Know This
The RBI’s 25 basis point hike on October 7 took the repo rate to 5.50% and shifted the stance to calibrated tightening. If you have been scanning FD rate comparison tables lately, you will have noticed something uncomfortable. The NBFC column keeps paying more than the bank column. The gapContinue Reading
Rate Cuts Are Officially Off the Table
The Reserve Bank of India’s October policy marks the sharpest pivot in its policy posture since the start of this cycle. For months, India’s rate-sensitive investors — borrowers, depositors, bond fund holders, and equity portfolio managers — have been reading a steady stream of mixed signals. Not any more. TheContinue Reading
R.K.Fashion IPO (NSE SME) – Review By Dilip Davda
The company is engaged in the business of retailing imitation jewellery and personal care products. It is doing the business on third party manufacturing contract on a B2B and B2C models. The company is operating in a highly competitive and fragmented segment. Based on its recent average financial data, theContinue Reading
This Small-Cap Defence Stock Owns a Niche Almost Nobody Does
One small-cap Indian defence stock is sitting on exactly the kind of picks-and-shovels structure that converts a sector tailwind into company-specific compounding. India’s shipbuilding sector is at the beginning of a multi-year growth phase that most retail investors are still watching through the large-cap shipyard names — MDL, GRSE,Continue Reading
This Mid-Cap Steel Stock Is Up 65% YTD — And a Transformative Capex Cycle Is Only Just Getting Started
One mid-cap Indian steel stock is building the operational transformation that turns a mid-cap into a compounder. India’s steel sector is in the middle of a demand cycle that most retail investors are watching through the large-cap lens — Tata Steel, JSW, SAIL. The real action, in several cases, isContinue Reading
This Auto Component Stock Has 45% Upside And a EV Story
Content-per-vehicle compounding 4.3x in three years, Romania losses narrowing toward breakeven, India margin recovery underway, Bajaj EV programs scaling Varroc Engineering is building the kind of operating leverage that converts into earnings compounding, with overseas breakeven as the single biggest unlock. India’s auto component sector is going through a once-in-a-generationContinue Reading
Hospital Stocks Had a Rough Session. But What Now
Pharmacy mark-ups in question, cash-patient earnings mostly insulated, radio-pharmaceutical handling costs explaining the headline, insurance package rates buffering the hit, what’s in store for hospital stocks now? India’s hospital sector is working through a regulatory scare that analysts have been bracing for since the DPCO cycle of 2013 — andContinue Reading