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 »

The Great Indian IPO Pile-Up: 200 Companies Waiting in the Wings, but the Market Isn’t Playing Ball

India’s Rs 2 lakh+ crore IPO pipeline faces a reality check as Sensex loses 3,000 points in nine days Two hundred companies. Over Rs 2 lakh crore in combined fundraising ambitions. Another... Read more »

This Lagging Stock in Consumer Discretionary Just Delivered a Good Quarter

  There is a particular kind of market injustice reserved for companies that do everything right at the wrong time. Jubilant Foodworks — the company that runs Domino’s Pizza in India and... Read more »

Mahindra’s SUV’s, Tractors and EVs – Every Engine Fired, Can the Momentum Hold?

A blockbuster Q3 built on SUV dominance, a farm equipment supercycle and an EV business inching toward viability. Capacity expansion is the next act — and the one that matters most. There... Read more »

Hindalco’s Aluminium Shine Is Real, but Novelis Is Another Story

India’s largest aluminium producer delivered solid domestic numbers. The problem is its American subsidiary is not firing on all cylinders, and the debt pile is getting harder to ignore. Hindalco Industries has... Read more »

Indian Hotels Is Building an Empire, but the Market Wants Proof Now

IHCL’s Q3 numbers were fine. The real story is whether its aggressive asset-light expansion can keep the premium valuation alive as room rates show signs of peaking. The trouble with running India’s... 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 »

Titan’s Gold-Fuelled Demand Is Shining, But Is That Enough?

India’s largest jewellery company posted a good quarter riding the gold price surge, yet there is a genuine dilemma about what happens when the glitter fades When gold prices are rising relentlessly,... Read more »

Ashok Leyland Is Firing on All Cylinders — The Question Is How Much The Market Has Priced In

India’s second-largest commercial vehicle maker posted a quarter that beat expectations across the board, but with the stock’s upside hinges on whether the recovery has legs beyond the next two quarters There... Read more »

Indian Investors Are Rolling On — And Loading Up on Gold

Mutual fund flows stayed resilient in January even as equity markets wobbled, but the real story is the record rush into gold and silver ETFs that signals a subtle shift in how... Read more »