Large caps stabilising, mid-tiers outperforming, AI deflation weighing on guidance across the globe The Indian IT sector has had a complicated year. Growth has been modest. Guidance cuts have arrived from Accenture, Infosys, Cognizant and others. And yet the stocks have rallied — supported by reasonable valuations, attractive dividend yieldsContinue Reading
Order inflows up 19%, government capex running ahead of last year’s pace, thermal upcycle intact, transformer availability improving The West Asia conflict has been the single most disruptive variable in India’s capital goods sector through FY27 — affecting EPC companies with Middle East exposure, pushing commodity prices higher and slowingContinue Reading
HV T&D ordering plateauing after stellar execution, private capex recovery gaining momentum across data centres, metals and O&G The capital goods and engineering sector in India has been one of the strongest performers in the market over the last two years — and Q1FY27 confirms that the executionContinue Reading
Flat QAAUM, stable yields, other income beating across the board — JM Financial reviews all six listed AMCs and names HDFC AMC and CRAMC as the preferred plays in a sector where valuation divergence is the real story When six asset management companies report results within two days of eachContinue Reading
Vacancy at an 18-month low despite 46 million square feet of new supply, GCCs accounting for 38% of all leasing, and rentals rising in every major city The narrative around India’s commercial office market has been one of cautious optimism for the last several quarters — strong demand from globalContinue Reading
Rs 1.78 trillion in production, Rs 384 billion in exports, private sector scaling fast — the cycle is real. But execution and localisation now separate the winners from the rest. SOIL and BEL lead the picks. India’s defence sector has arrived at a genuine inflection point. Production in FY26 reachedContinue Reading
GenAI deflation is accelerating, West Asia is hitting revenues, guidance midpoints are out of reach — Kotak cuts fair values by up to 21% and tells investors to back challengers over incumbents The India IT sector has spent the last eighteen months navigating a slowdown that most analysts expected toContinue Reading
Monthly SIPs have crossed Rs 310 billion despite zero equity returns over two years and massive foreign selling. The conventional wisdom about retail investor behaviour is that it is driven by returns — people invest when markets go up and pull money out when they fall. India’s SIP story isContinue Reading
Top line at a three-year high, midcaps leading profit growth, margins holding Every quarter, the aggregate of BSE500 earnings tells a story that individual stock reports cannot — a panoramic view of where Indian corporate India actually stands, stripped of the noise of any single company’s result. Nuvama’s Q4FY26 earningsContinue Reading
India’s datacentre capacity is set to grow at 30% annually through 2030. The companies supplying the industrial equipment to build them are sitting on multi-year order backlogs — and the market has barely noticed. There is a version of the AI investment thesis that most people know — semiconductors, hyperscalers,Continue Reading
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