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... 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... 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... Read more »
Indian equity markets ended Monday’s bruising session well off their lows, with the Nifty 50 recovering sharply from an intraday bottom of 24,600 to close at 24,865 which is a sign that... Read more »
The Middle East Is at War. Here’s What It Means for Every Asset Class in Your The world woke up to a fundamentally different geopolitical reality on Saturday morning. The United States... Read more »
A decade ago, UltraTech made roughly one in every six bags of cement sold in India. Today it makes closer to one in three There is a moment in every infrastructure supercycle... Read more »
The most popular trade in equities is built on a forecast that history says you shouldn’t trust India’s small-cap universe has a problem. Consensus expects 35% of Nifty Small Cap 250 companies... Read more »
The retail battle on discounts is beginning to converge, but the war continues The battle for India’s grocery wallet is taking an unexpected turn. While quick commerce giants Zomato and Swiggy dominate... Read more »
Jefferies warns structural shift will shrink managed services and increase cyclicality India’s information technology sector is experiencing its worst selloff in years, with the Nifty IT index plunging over 21% since January... Read more »
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... Read more »