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 to deliver earnings growth of 30% or more over the next two years. The uncomfortable truth sitting right beneath that forecast: only 26% … 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 headlines with their 10-minute delivery promises and billion-dollar cash burn, the real story emerging tells a tale—one where DMart’s boring brick-and-mortar strategy might … 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 1, 2026, erasing over Rs 1 lakh crore in market capitalization from the top five IT stocks alone. What started as concerns about … 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 is true. Either the market misunderstood the deal. Or the market understood it perfectly. In UPL’s case, it was the latter. UPL Limited’s … Read more
Emkay Global is upping its target on IndusInd Bank, read on IndusInd Bank has had a rough few years. Microfinance stress, a derivatives fiasco, senior management exits, and a quarterly loss that shook investor confidence. The stock has shed 10.5% over the past 12 months even as the broader Nifty-50 gained 11.6%. At one point … Read more
India’s offshore benchmark Gift Nifty clocks its highest-ever single-day trading value on Feb. 20 amid shifting US Trump Tariffs GIFT Nifty recorded an all-time high single-day turnover of $23.48 billion on February 20, 2026, marking a milestone for India’s offshore derivatives market. Trading activity reached 457,989 contracts, surpassing the previous record of $22.88 billion set … Read more
Rural revival, GST cuts, and favorable commodity costs drive volume recovery; but what next for stocks The beleaguered fast-moving consumer goods sector is showing its first convincing signs of revival after years of volume stagnation, margin pressure, and rural demand weakness. But investors betting on the recovery may already be late to the party, with … Read more
Company acquires 55% stake in German heart device maker Occlutech Alkem Laboratories is acquiring up to 55% of German cardiovascular device specialist Occlutech for approximately EUR 99 million (Rs 1,060 crore) as it builds out a global MedTech business targeting Rs 15,000 crore in revenues within five years. The question is, is this disciplined diversification … Read more
US Supreme Court strikes down emergency tariff powers; Indian goods that faced nearly 50% duties months may now carry just 10% as export economics transform overnight The US Supreme Court delivered a 6-3 ruling Friday that fundamentally rewrites the economics of exporting to America. For Indian companies, the journey has been dramatic: tariffs that peaked … Read more
Aerospace and energy component maker’s calibrated growth strategy and peak utilization by FY28 drive buy ratings despite near-term moderation, Q3 EBITDA margin hits 39.2% India’s deepening integration into global aerospace has driven Azad Engineering into the frontline. Brokerages are upgrading or maintaining buy ratings based on a Rs 6,500 crore order book that provides multi-year … Read more