Global memory supercycle threatens to upend India’s electronics ambitions The global memory chip market is in the grip of what analysts are calling a supercycle — and India’s electronics manufacturers may be caught badly off guard. The culprit? A seismic shift in global memory economics, driven by artificial intelligence’s insatiableContinue Reading

The restructuring announcement revealed several factors that investors did not like, read on When a company announces a major restructuring and its stock falls 14% the same day, one of two things is true. Either the market misunderstood the deal. Or the market understood it perfectly. In UPL’s case, itContinue Reading

Motilal Oswal’s Nifty-500 review shows broad-based profit recovery — here’s what investors need to know India’s corporate earnings machine is back in gear. The Nifty-500 universe — the broadest gauge of Indian listed company performance — delivered profit-after-tax growth of 19% year-on-year in the third quarter of FY26, the strongestContinue Reading

Shree Ram Twistex Ltd. is opening its Rs 110.24 crore initial public offering for subscription on February 23, offering investors exposure to India’s cotton yarn manufacturing sector. The Gujarat-based company produces compact ring spun and carded yarns serving textile manufacturers, garment exporters and fabric processors across domestic and international markets.Continue Reading

India’s offshore benchmark Gift Nifty clocks its highest-ever single-day trading value on Feb. 20 amid shifting US Trump Tariffs  GIFT Nifty recorded an all-time high single-day turnover of $23.48 billion on February 20, 2026, marking a milestone for India’s offshore derivatives market. Trading activity reached 457,989 contracts, surpassing the previousContinue Reading

The Supreme Court clipped presidential power. Has the market celebrated too quickly? The U.S. Supreme Court may have dismantled the emergency tariff regime, but the trade war narrative is far from over. Within hours of the ruling, President Donald Trump moved swiftly to impose a 15% global tariff under SectionContinue Reading

Rural revival, GST cuts, and favorable commodity costs drive volume recovery;  but what next for stocks  The beleaguered fast-moving consumer goods sector is showing its first convincing signs of revival after years of volume stagnation, margin pressure, and rural demand weakness. But investors betting on the recovery may already beContinue Reading