The SIP Generation Faces a Reckoning

The great Indian equity story is sobering, or so it seems and retail investors may be caught in the crossfire. A new analysis from Kotak Institutional Equities reveals that investors who started systematic investment plans (SIPs) in Indian equities after calendar year 2023 are now staring at modest returns. The weighted-average internal rate of return … Read more

Defence Giant’s Stellar Quarter Sparks Up Stock, But How Much Upside Left

Brokerages lift targets after earnings beat, but watch Bharat Electronics valuation India’s state-owned defence electronics manufacturer Bharat Electronics delivered a quarter that had analysts scrambling to revise their models upward. The company’s third-quarter performance beat expectations across every metric, prompting both Motilal Oswal and Nirmal Bang to raise their target prices—though both remain cautious about … Read more

Know Your IPO: Accretion Nutraveda Ltd. – Ayurvedic CDMO Player Seeks BSE SME Entry

Contract Manufacturer Posts Sharp Revenue Jump Ahead of Rs 24.77 Crore Fundraise; Sustainability Questions Emerge ANL operates as a Contract Development and Manufacturing Organization (CDMO) specializing in Ayurvedic and Nutraceutical products across multiple dosage forms. Established in 2021, the company manufactures tablets (film-coated and chewable), capsules (hard gelatine and HPMC), oral liquids (syrups, suspensions, tonics), … Read more

The Quality vs Growth Dilemma: Why This Blue-Chip Giant Trades at 51x Earnings

Margin shine can’t mask muted demand as India’s decorative giant navigates competitive headwinds Asian Paints delivered a curious third quarter—margins sparkled even as topline growth sputtered, leaving analysts divided on whether the worst of competitive pressures has passed or merely paused. The company’s consolidated revenue crawled 4% year-on-year to Rs 88.7 billion, missing Motilal Oswal’s … Read more

Market Forecasters Miss the Mark 60% of the Time, Data Reveals

Year-end index targets have proven wildly inaccurate over two decades, with analysts consistently underestimating bear markets and overestimating bull runs The Street’s annual ritual of predicting next year’s market levels is not just unreliable, it’s even wrong more than half the time, according to a analysis from DSP Mutual Fund that tracked 20 years of … Read more

Know Your IPO: Msafe Equipments Ltd; Height Safety Player Eyes BSE SME Listing

Greater Noida-Based Manufacturer Seeks Rs 66.42 Crore as Profit Margins Surge in Competitive Landscape Msafe Equipments Ltd. (MEL) is set to make its debut on the BSE SME platform with a book-building IPO opening January 28, 2026. The Greater Noida-based manufacturer of height safety equipment is offering 5.4 million equity shares in a price band … Read more

Know Your IPO: Kanishk Aluminium India – Decoding the BSE SME Debut

Jodhpur-Based Extrusion Manufacturer Seeks Rs 29.20 Crore Amid Questions on Valuation and Financial Trajectory The Issue at a Glance Kanishk Aluminium India Ltd. (KAIL) is set to debut on the BSE SME platform with an IPO opening January 28, 2026. The Jodhpur-based manufacturer is offering 4 million equity shares at Rs 73 apiece, targeting a … Read more

This Strategy Beats Stocks in Seven of Eight Markets While Halving Risk

Balanced portfolios delivered equity-like returns with 47% less volatility over 20 years challenging that diversification across asset classes Forget the old saw about diversification being “di-worse-ification.” A multi-asset strategy crushing pure equity portfolios across most major markets — with half the volatility — is forcing a rethink of how investors should build wealth, according to … Read more

MCX Gains Strength on Record Volumes, But Can the Momentum Last?

India’s dominant commodity exchange delivers robust quarter with revenue and profit more than doubling, as options trading and bullion contracts drive unprecedented growth The Multi Commodity Exchange of India (MCX) is riding a powerful wave of trading activity, with the country’s leading commodity platform posting numbers that have left analysts impressed—if not entirely convinced about … Read more