The Baap of Volatility has arrived—and it’s devouring retail portfolios for breakfast, lunch, and dinner Something extraordinary happened on Dalal Street today. The Nifty 50 didn’t just move, but nosedived, rocketed, screamed and confused even the most hard nosed traders. Fifteen directional swings. 1,559 points of cumulative intraday movement. A market that went up, down, … Read more
Strong quarter masks limited upside as stock trades at 2.8x FY28 book value AU Small Finance Bank’s impressive third-quarter performance has delivered everything investors hoped for except one thing: room for the stock to run further. The lender’s shares, which have surged 65% over the past year to Rs1,001, now trade at valuations that leave … Read more
After a historic 74% rally in 2025, the precious metal still remains a solid currency worth every ounce Gold has delivered its most spectacular performance in nearly half a century, surging 74% in 2025 to breach $4,700 per ounce to currently quote at $4763. In Indian currency, gold has breached the Rs 1.5 lakh mark … Read more
Analysts divided on valuation as company turns profitable amid quick commerce boom; price-to-sales premium over Delhivery raises concerns Indian brokerages have offered mixed recommendations on the Shadowfax Technologies initial public offering, with opinions ranging from cautious optimism to concerns over stretched valuations, as the gig-based logistics platform prepares to debut on January 20 in a … Read more
Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on the cusp of sealing a Free Trade Agreement that could reshape investment opportunities across multiple sectors, according to a new equity strategy note from Jefferies dated January 20, 2026. The deal, nearly two decades in … Read more
Asset-light delivery network targets expansion as quick commerce boom drives demand, but premium valuation and client concentration raise concerns for investors evaluating the three-day offering Shadowfax Technologies Ltd., one of India’s largest third-party logistics providers, is seeking to raise approximately Rs 1,907 crore through an initial public offering that opens January 20, 2026. The Bengaluru-based … Read more
India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low The numbers tell two different stories. Revenue surged 46 percent. Margins crashed 300 basis points. Polycab India Limited’s December quarter results have exposed a fundamental tension in the organized cable manufacturing sector: when commodity costs … Read more
Bank delivers 11.5% profit growth as NIMs expand, but NII growth slows to 6.4% amid deposit mobilization challenges. HDFC Bank reported its third-quarter FY26 results on January 18, showcasing improved margins and pristine asset quality, though net interest income (NII) growth moderated to 6.4% year-on-year. The private sector lender posted a net profit of Rs … Read more
Despite a 4% profit decline, three leading brokerages see 20-24% upside—unpacking the fundamentals that drove their conviction When ICICI Bank reported a 4% drop in quarterly profit two days ago, the initial reaction might have seemed concerning. But dig deeper into the numbers, and a different story emerges – one that investors tracking India’s banking … Read more
The listing-day fireworks are real. But the long-term wealth creation? Well… India’s 2025 IPO market gave investors exactly what seemed promising: good opening-day gains. Two-thirds of the 108 mainboard listings popped on debut. Average first-day return? 9.2 percent. Retail investors who scored allocations felt like lottery winners. They should have sold immediately. THE POP-AND-DROP PHENOMENON … Read more