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

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,... Read more »

Indian Markets Discovered Something Better Than Foreign Money

Inflows came together in 2025 that Indian markets have never seen before. The question is whether it’s enough Right at this moment, fund managers in India are sitting on Rs 2.08 lakh... Read more »

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

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... Read more »

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

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,... Read more »

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

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... Read more »

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

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... Read more »

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

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... Read more »

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

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... Read more »

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

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... Read more »

Polycab’s Volume Playbook: How 40% Growth Came at a Margin Cost

India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low The numbers tell two different stories. Revenue surged 46 percent. Margins crashed... Read more »