India’s Truck Makers Are Revving Up for a Boom—And Two Stocks Could Deliver
After years of tepid growth, India’s commercial vehicle sector is hitting the accelerator. Nomura says lower taxes, aging fleets, and […]
EQUITIES
EQUITIES
The Burger Rescue: A Pharma Heir’s $200 Million Bet on India’s Fast-Food Wars
After years bleeding cash under private equity ownership, Restaurant Brands Asia is getting a lifeline from an unlikely, which could
SECTOR REVIEW
India’s Investor Boom: The Opportunity Hiding in Plain Sight
As mutual fund AUM hits Rs81 trillion and alternatives surge, Centrum sees industry doubling to $2.3 trillion by 2029 Indian
EQUITIES
Eternal’s Blinkit Break’s Even, but is that Enough to Beat the Valuation Test
The quick-commerce unit hit the black, and that is good Eternal pulled off a rare feat in India’s cutthroat quick-commerce
EQUITIES
Vedanta’s Demerger Unlocks Value as Silver Surge Powers Earnings Upgrade
Nuvama raises target 17% on commodity tailwinds; current market price yet to fully factor in aluminium and zinc businesses alone
EQUITIES
AU Small Finance Bank: Does the Rally Still Have Legs?
Strong quarter masks limited upside as stock trades at 2.8x FY28 book value AU Small Finance Bank’s impressive third-quarter performance
ALTERNATES
Gold’s $4,700 Coronation: Will it be the Metal of 2026?
After a historic 74% rally in 2025, the precious metal still remains a solid currency worth every ounce Gold has
IPO Review
Brokerages Mixed on Shadowfax IPO as Logistics Firm Seeks Rs 1,907 Crore
Analysts divided on valuation as company turns profitable amid quick commerce boom; price-to-sales premium over Delhivery raises concerns Indian brokerages
SECTOR REVIEW
India-EU Trade Deal: 4 Sectors Set to Expand as $130 Billion FTA Nears Finish Line
Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on
IPOS
Know Your IPO: Logistics Platform Shadow Fax Technologies Hits the IPO Market
Asset-light delivery network targets expansion as quick commerce boom drives demand, but premium valuation and client concentration raise concerns for