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IndiGo Sees Turbulence: Operational Disruptions and Regulatory Scrutiny Weigh on India’s Largest Carrier

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InterGlobe Aviation’s stock trades at Rs 4,909, with divergent analyst views on its path forward amid capacity constraints and rising costs India’s aviation bellwether IndiGo is navigating choppy skies as operational challenges, regulatory penalties, and cost pressures test the resilience of the country’s dominant airline operator. InterGlobe Aviation reported a muted third quarter for FY26, … Read more

India’s Truck Makers Are Revving Up for a Boom—And Two Stocks Could Deliver

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After years of tepid growth, India’s commercial vehicle sector is hitting the accelerator. Nomura says lower taxes, aging fleets, and surging freight rates are setting up a multi-year upcycle that’s just getting started The rumble of heavy trucks hauling goods across India’s highways is about to get a lot louder. After several years of modest … Read more

The Burger Rescue: A Pharma Heir’s $200 Million Bet on India’s Fast-Food Wars

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After years bleeding cash under private equity ownership, Restaurant Brands Asia is getting a lifeline from an unlikely, which could reshape India’s burger battle – and perhaps its stock.  Restaurant Brands Asia, the company behind Burger King’s 575 Indian outlets, is undergoing what Elara Securities calls a “balance sheet-led strategic reset” that looks more like … Read more

India’s Investor Boom: The Opportunity Hiding in Plain Sight

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As mutual fund AUM hits Rs81 trillion and alternatives surge, Centrum sees industry doubling to $2.3 trillion by 2029 Indian households are abandoning physical assets it seems for financial markets at a pace that would have seemed impossible five years ago. Centrum’s latest research quantifies the shift: household financial assets stood at Rs319 trillion in … Read more

Eternal’s Blinkit Break’s Even, but is that Enough to Beat the Valuation Test

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The quick-commerce unit hit the black, and that is good Eternal pulled off a rare feat in India’s cutthroat quick-commerce wars: its Blinkit division turned operationally profitable for the first time in Q3, delivering a wafer-thin adjusted EBITDA of Rs 40 million. For investors chasing growth at reasonable prices, this looks like validation of founder … Read more

Vedanta’s Demerger Unlocks Value as Silver Surge Powers Earnings Upgrade

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Nuvama raises target 17% on commodity tailwinds; current market price yet to fully factor in aluminium and zinc businesses alone Vedanta’s pending demerger into five separately listed companies is poised to unlock significant value for shareholders, with the stock’s current price not even fully accounting for its aluminium and zinc operations, according to analysis by … Read more

AU Small Finance Bank: Does the Rally Still Have Legs?

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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

Gold’s $4,700 Coronation: Will it be the Metal of 2026?

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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

Brokerages Mixed on Shadowfax IPO as Logistics Firm Seeks Rs 1,907 Crore

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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

India-EU Trade Deal: 4 Sectors Set to Expand as $130 Billion FTA Nears Finish Line

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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