DMart vs Swiggy vs Eternal: Who’s Really Winning the Retailing Market?

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 »

Is This An Existential Crisis For India’s IT Sector?

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 »

FMCG Sector Finally Catches a Break

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... Read more »

Can Indian IT Stocks Survive The AI Era?

With Nifty IT down 15% in a month and FCF yields at crisis levels, analysts ask: Is this a Kodak moment or a generational buying opportunity? The question haunting Dalal Street’s technology... Read more »

This State’s Liquor Policy Overhaul Hands Two Spirit Makers a Shot at Double-Digit Gains

Uttar Pradesh is rolling out the welcome mat for alcohol manufacturers, and it could change the fortunes of two home grown brewers.  When India’s largest state decides to roll out the welcome... Read more »

Nifty IT Extends Decline: Down 4% as Sector May Face Structural Repricing

The Nifty IT Index fell another 4 percent in morning trade Wednesday, closing at 33,583—a level that marks a deep 11 percent decline in CY2026 alone. What started as isolated selloffs around... Read more »

The AI Tool That Spooked India’s IT Sector Stocks: What Actually Happened

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 »

India’s Trump Card: A Trade Deal That Rewrites the Narrative

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 »

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 »

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 »