This Bank Just Got Better — and the Stock Still Has Upside
RoA at 2.32% for FY26, asset quality at multi-year best, advances growing 16% — MOFSL calls ICICI Bank its top BUY in the sector If you had to pick one bank stock to hold through a cycle, ICICI Bank would be a strong candidate — and its latest quarterly resultsContinue Reading
Passive Funds Are Quietly Eating Active’s Lunch — Here’s the AMC Scorecard
ETFs and Index Funds drove a 7.4% q-q surge in passive AUM while equity AUM shrank, says Nomura. Nippon and HDFC are leaning hardest into the shift — a structural read every investor should clock. While market headlines fixate on Flexi Cap and Small Cap flows, a quieter structural shiftContinue Reading
India’s AI Cycle Has a Hidden Winner – And It’s Not Software Companies
A Rs 1.5 trillion data center build-out is quietly creating one of the most compelling multi-year opportunities in Indian capital goods When most investors think about the AI boom, they think about software, chips and cloud platforms. But look somewhere else entirely — at the cables, transformers, switchgear and gensetsContinue Reading
Post IPO Review: This Fintech Could Be India’s Wealth Creation Story
A scalable platform, industry-leading margins and 35% EPS growth over two years — the bull case for India’s most talked-about retail investing app If you have been watching India’s retail investing boom from the sidelines, Groww may be the most direct way to own it. The platform — listed asContinue Reading
Gold Is Up 60% This Akshaya Tritiya. Is It Still Worth Buying?
Silver has done even better at 160%. Here is what Kotak’s research says you should do with your bullion allocation right now Akshaya Tritiya 2026 arrives on April 19 with gold already trading above Rs 1,50,000 per 10 grams on MCX — one of its strongest runs in recent memory.Continue Reading
This Stationery Stock Has 59% Upside — and the Growth Story Has Barely Begun
Creative stationery growing at 78%, steel bottles scaling fast, margins bottoming — Antique calls Flair Writing a creative steal deal Sometimes the most interesting stock ideas come from the most unexpected places. Flair Writing Industries — the maker of Hauser pens, creative stationery and steel bottles — has just receivedContinue Reading
This AMC Just Delivered a Steady Quarter — What is the Upside?
AUM up 20%, SIP franchise healthy, yields stable — here is the full Q4FY26 breakdown and what it means for the HDFC AMC stock HDFC Asset Management Company turned in a clean, unhurried quarter for Q4FY26 — the kind of result that does not generate dramatic headlines but quietly reinforcesContinue Reading
India’s Mutual Fund Industry Shows Resilience Despite Market Turbulence – Who’s Ahead?
SIPs Hit Record Highs Even as Market Losses Drag Down AMC Profits India’s mutual fund industry demonstrated remarkable resilience in the March 2026 quarter, with systematic investment plan (SIP) flows surging to record highs even as a brutal market correction hammered asset management companies’ bottom lines. A fresh results previewContinue Reading
Citius Transnet Investment Trust InvIT Is Open: What You Should Know
Citius Transnet Investment Trust, a SEBI-registered infrastructure investment trust focused on transport assets, opens for subscription today. Citius Transnet Investment Trust is sponsored by Epic TransNet Infrastructure Private Limited, which is wholly owned by schemes of Infrastructure Yield Trust managed by EAAA India Alternatives Limited. As of March 2025, EAAAContinue Reading
This Water Stock Just Got a 29% Upside Call — And the Tailwinds Are Only Getting Stronger
A pure-play water technology company with a record order book and a proven turnaround case If you have never heard of VA Tech Wabag, you are not alone — but that may be exactly why this stock is interesting. A pure-play water technology company headquartered in Chennai with over tenContinue Reading