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 »

1,559 Points of Wild Swings: The Day Nifty Became a Grinder for Traders

The Baap of Volatility has arrived—and it’s devouring retail portfolios for breakfast, lunch, and dinner Something extraordinary happened on Dalal Street today. The Nifty 50 didn’t just move, but nosedived, rocketed, screamed... 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 »

Gold’s $4,700 Coronation: Will it be the Metal of 2026?

After a historic 74% rally in 2025, the precious metal still remains a solid currency worth every ounce Gold has delivered its most spectacular performance in nearly half a century, surging 74%... Read more »

Brokerages Mixed on Shadowfax IPO as Logistics Firm Seeks Rs 1,907 Crore

Analysts divided on valuation as company turns profitable amid quick commerce boom; price-to-sales premium over Delhivery raises concerns Indian brokerages have offered mixed recommendations on the Shadowfax Technologies initial public offering, with... 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 »