Global bond yields are at multi-decade highs; the sectors you own decide how much of the pain shows up on your screen. If your broking app looks pretty bloody awful these weeks, don’t blame what’s happened in India. The bond markets moving sharply thousands of kilmetres away in Washington andContinue Reading
By Dilip Davda The week under report was the seventh negative week in a row for the secondary market, as geopolitical tension kept rising. The US-Iran and Russia-Ukraine flare-ups pushed crude to a fresh historic high, while the dollar firmed up on reports of a US Fed rate hike. FearContinue Reading
93% of cash trading, ~100% of futures, 76% EBITDA margins coming back, and a Rs 4.4 trillion valuation. The most anticipated listing in Indian market history is done. The harder question for investors starts now: after the IPO, how much upside is actually left in the National Stock Exchange?Continue Reading
By Dilip Davda Six negative weeks in a row now for the secondary market, and the pressure isn’t letting up. Rising geopolitical tension, boiling crude oil prices, and continued volatility in the rupee-dollar pair are all weighing on sentiment together. The primary market keeps moving Even with all that noise,Continue Reading
330,000 MTPA of lead recycling capacity, plastic and aluminium adding diversification, EV battery recycling optionality, PAT CAGR of 28% to FY29 The company, founded in 1993 and headquartered in Chennai, is India’s largest secondary lead producer, recycling used lead-acid batteries into refined lead, lead alloys and lead oxide that feedContinue Reading
By Dilip Davda The wait is finally over. NSE has received final confirmation for its IPO, which opens on September 17 and closes on September 21, with listing likely around September 24. The size, however, has been trimmed by roughly Rs 10,000-11,000 crore from earlier estimates. The company is offeringContinue Reading
RevPAR growing, occupancy improving, Zona Rosa scaling, branded residences pipeline building — India’s hotel sector is delivering on the demand cycle thesis that analysts have been building for the last two years — and Apeejay Surendra Park Hotels’ Q1FY27 results are the latest validation. The company — operator of TheContinue Reading
Let’s start with the secondary market, because it’s been a rough patch. Last week marked the fifth negative week in a row, and we saw fresh lows on both benchmarks. The Sensex closed below the psychologically important 75,000 mark, settling around 74,272, while the Nifty broke below its 23,500 supportContinue Reading
40% share in 2W instrument clusters, DICVS demerger creating Pricol Autotech, plastics business doubling, EV electronics content rising There is a quiet but important technology shift happening inside every two-wheeler and commercial vehicle sold in India — the analog instrument cluster is giving way to TFT digital displays, connected vehicleContinue Reading
Which are the companies that benefit from the Defence Acquisition Council Orders. On September 7, 2026, the Defence Acquisition Council — chaired by Defence Minister Rajnath Singh — accorded Acceptance of Necessity to capital acquisition proposals worth approximately Rs 1,10,000 crore across the Indian Army, Navy and Air Force. ApproximatelyContinue Reading
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