Gold’s Golden Year: How the Yellow Metal Outshone Equity Funds in FY26
Gold ETFs delivered strong double-digit returns while equity funds struggled through a volatile FY26. The comparison is real — but the takeaway is not what most investors think. For most of the past decade, the standard advice in Indian personal finance conversations has been to keep gold as a modest,Continue Reading
India Inc. Just Closed Its Books on FY26. The Question Is What Comes Next
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
ELSS at a Crossroads: The Tax-Saving Category Rethinks Its Purpose in the New Regime
For nearly two decades, ELSS was the friendly gateway to equity for salaried India. As the tax hook weakens, the category has to earn its keep on returns alone. For a generation of salaried Indians, the equity linked savings scheme — ELSS — was often the first mutual fund theyContinue Reading
UHM Vacation Ltd. SME IPO: What You Should Know
A Mumbai-based B2B travel technology aggregator plans to raise Rs 34.17 crore via the BSE SME platform. UHM Vacation Ltd., a B2B travel and tourism technology platform incorporated in 2009, opens for subscription on June 4 with the issue closing on June 8. The company is listing on the BSEContinue Reading
Vahh Chemicals Ltd. SME IPO: What You Should Know
A Gujarat-based textile auxiliary chemicals manufacturer plans to raise Rs 12.77 crore via the BSE SME platform. Vahh Chemicals Ltd., an ISO 9001:2015 certified manufacturer, supplier, and trader of textile auxiliary chemicals, opens for subscription on June 4 with the issue closing on June 8. The company is listing onContinue Reading
The NFO Alphabet: Decoding the Types of New Fund Offers Hitting the Market
A ground-level look at the categories being launched across Indian AMCs this quarter, and what the composition of the pipeline says about the industry’s direction. For an industry that had built its launch calendar around a steady flow of thematic and sectoral equity schemes, 2026 has been a yearContinue Reading
CMR Green Technologies Ltd. IPO: What You Should Know
India’s largest secondary aluminium recycler hits the market with a Rs 631 crore pure offer-for-sale, priced at the upper band of Rs 192. CMR Green Technologies Ltd., India’s leading non-ferrous metal recycler with the highest market share in the domestic secondary aluminium market, opens for subscription on June 3 withContinue Reading
Everyone Is Talking About AI. But the Real Money Is Behind It.
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
This Iron Ore Company Delivers the Goods
Record production, record sales volumes, coal mining commenced, capacity heading to 100 mtpa by FY31 India’s largest iron ore producer does not often generate excitement. NMDC is a PSU miner — methodical, capital-intensive and slow-moving by the standards of the broader market. But the fourth quarter of FY26 was, byContinue Reading
Merritronix Ltd. SME IPO: What You Should Know
A Hyderabad-based defence and aerospace electronics systems manufacturer plans to raise Rs 66.51 crore via the BSE SME platform. Merritronix Ltd., an electronics systems design and manufacturing company specialising in high-reliability, mission-critical products for defence, aerospace, and industrial electronics, opens for subscription on June 1 with the issue closing onContinue Reading