Crisil Ratings has mapped the damage sector by sector. The list goes well beyond fuel prices and refiners. With the Strait of Hormuz virtually closed, the risk of passage had simply become too high. And with that, one of the world’s most critical energy corridors has gone dark taking with it a supply chain that … Read more
PhillipCapital sees GDP at 7.5% and a Nifty at 27,500, but the real story is where earnings are actually going to show up In dealing rooms in Mumbai, everybody has their fingers crossed. The war in the Middle East is keeping oil traders on edge. Geopolitical alignments that held for decades are shifting. AI is … Read more
FIIs have been dumping India’s most widely held stock on Iran war fears Reliance Industries is up 3% in trade today, but do not mistake the bounce for a full recovery. The stock dropped 4% this week and 8% over the past month as it was caught in the broad wave of selling that has … Read more
India imports half its crude and LNG through a waterway that is now closed. The oil basket reaction could be mixed. The war in the Middle East has stopped being a headline risk for Indian energy investors. As of this week, it is a balance sheet event. US and Israeli strikes on Iran, followed by … Read more
Rs64,000 crore erased in two days. An all-time high just last week. India’s biggest engineering company got caught in a conflict it didn’t start — but the fundamentals haven’t changed. Here’s what the numbers say. On February 24, Larsen & Toubro touched an all-time high of Rs4,440. Four days later, US and Israeli strikes on … Read more
Three upcoming equity issues are expected to collectively raise in the region of Rs 2,000 crore, while an InvIT is targeting Rs 6,000 crore — among the largest infrastructure trust offerings India’s primary market has seen. Four upcoming mainboard initial public offerings — Rajputana Stainless, Innovision, Skyways Air Services and Raajmarg Infra InvIT — are … Read more
Five mainboard issues, Rs 8000 crore on the table, a war in West Asia and a Nifty with its back to the wall – India’s IPO market is not flinchin India’s primary market is readying for significant action this fortnight with five mainboard issues — one already open and four set to follow — expected … Read more
Born in an IIT Bombay lab, built into a 35% market share business — Sedemac is a technology India’s Deeptech Auto-Electronics Pioneer that Comes to Market Sedemac Mechatronics is not a conventional auto ancillary story. It began as a college project at IIT Bombay in 2004, when Manish Sharma and two seniors started working on … Read more
A hundred new listings in FY26, a 9% listing-day pop, and a final return of negative 0.10% — Axis Capital data lays bare the cost of a market that prioritised volume over value India just completed its biggest IPO year on record. It has not gone well. A total of 100 companies listed on Indian … Read more
Washington steps in as private insurers abandon the strait — but with cover cancelled from March 5 and oil up 17% in days, India faces a mounting crisis at the pump US President Donald Trump has ordered the federal government to provide political risk insurance for all commercial shipping through the Persian Gulf and warned … Read more