The financial conglomerate’s long-suffering insurance arms are rebounding. But is that enough to justify a valuation that’s relied heavily on its stellar lending business? For years, investors saw the financial conglomerate’s underperforming... Read more »
India’s state-owned iron ore miner is digging itself into a profitability hole. Higher output can’t compensate for soaring costs and weak pricing power. NMDC is learning a that in commodities, volume isn’t... Read more »
India’s second-largest paint maker is chasing market share at the expense of profitability, why that may not paint a good hue on the stock Berger Paints India is discovering that winning the... Read more »
India’s hotel operator is mastering the art of rate increases while learning the hard way that filling new inventory takes time. . For Chalet Hotels, the average room rates surged 16% year-on-year... Read more »
Morgan Stanley’s harsh downgrade signals a structural shift threatening the state aerospace champion’s monopoly India’s state-owned aerospace champion may be losing altitude. Hindustan Aeronautics stock tumbled 6% on February 4 as investors... Read more »
India’s consumer lending giant is front-loading provisions in a bet that pessimism today beats nasty surprises tomorrow. Investors aren’t convinced—yet. Bajaj Finance delivered a textbook example of financial prudence. Net profit fell... Read more »
India’s largest private port operator is shifting gears from mere cargo handler to end-to-end supply chain powerhouse—and investors are taking notice Adani Ports & Special Economic Zone is no longer content being... Read more »
How a routine AI product launch sparked global software stock panic, dragging India’s Nifty IT Index down 6 percent in its worst session since April The AI Tool That Crashed India’s IT... Read more »
Rising costs and tepid demand cloud near-term prospects for SAIL, even as long-term bets hinge on execution Steel Authority of India Ltd is caught in a perfect storm of margin pressure and... Read more »
After months of battering by foreign outflows and tariff threats, Indian markets finally catch a break. Whether this lifeline from an unlikely ally can reverse the tide remains the billion-dollar question. The... Read more »