Trump Reset Keeps Global Trade Tariffs Alive For Now
The Supreme Court clipped presidential power. Has the market celebrated too quickly? The U.S. Supreme Court may have dismantled the emergency tariff regime, but the trade war narrative is far from over. Within hours of the ruling, President Donald Trump moved swiftly to impose a 15% global tariff under SectionContinue Reading
FMCG Sector Finally Catches a Break
Rural revival, GST cuts, and favorable commodity costs drive volume recovery; but what next for stocks The beleaguered fast-moving consumer goods sector is showing its first convincing signs of revival after years of volume stagnation, margin pressure, and rural demand weakness. But investors betting on the recovery may already beContinue Reading
Alkem Laboratories MedTech Bet
Company acquires 55% stake in German heart device maker Occlutech Alkem Laboratories is acquiring up to 55% of German cardiovascular device specialist Occlutech for approximately EUR 99 million (Rs 1,060 crore) as it builds out a global MedTech business targeting Rs 15,000 crore in revenues within five years. The questionContinue Reading
Trump’s Dreaded Tariff Wall (and Tweets) Just Collapsed—Here’s What It Means
US Supreme Court strikes down emergency tariff powers; Indian goods that faced nearly 50% duties months may now carry just 10% as export economics transform overnight The US Supreme Court delivered a 6-3 ruling Friday that fundamentally rewrites the economics of exporting to America. For Indian companies, the journey hasContinue Reading
Small-Cap Mutual Funds: The Party’s Paused Here’s What It Says About Next Steps
With flows down 23% and volatility high, it shows investors reassessing risk as the easy money phase ends India’s small-cap mutual fund category is at the crossroads. Flows dropped 23% in January 2026 to Rs 2,942 crore from Rs 3,824 crore in December, which marks a shift in investor sentimentsContinue Reading
The IPO Hangover: Once ‘Hot’ Issues Now Trading Up to 51% Below Offer Price
From grey market frenzy to grim reality — after India’s IPO boom, retail investors are nursing losses while promoters cashed out at peak valuations The champagne has gone flat in many IPOs. Twenty-three initial public offerings that dominated headlines during India’s 2024-25 IPO boom are now trading below their issueContinue Reading
Azad Engineering Stock: Order Book Lead Brokers To Up the Ante
Aerospace and energy component maker’s calibrated growth strategy and peak utilization by FY28 drive buy ratings despite near-term moderation, Q3 EBITDA margin hits 39.2% India’s deepening integration into global aerospace has driven Azad Engineering into the frontline. Brokerages are upgrading or maintaining buy ratings based on a Rs 6,500 croreContinue Reading
Goldman Sachs Sees India Stock Rebound in 2026 After Valuation Correction, Says Earnings to Accelerate to 14%
Investment bank turns bullish on Indian equities after 2025 underperformance, cites valuation compression to 10-year average, trade deal boost, and expected return of foreign flows as key catalysts Goldman Sachs Asset Management has turned constructive on Indian equities after the market’s underperformance in 2025, citing improved valuations, rebounding corporate earnings,Continue Reading
Gaudium IVF and Women Health IPO: What You Should Know?
India’s fertility treatment market leader seeks Rs 90 crore for expansion as medical tourism set to increasae Gaudium IVF and Women Health Ltd. is tapping the capital markets with a Rs 165 crore initial public offering, positioning itself as India’s first pure-play listed fertility treatment company. The issue, which opensContinue Reading
Bharat Forge Stock: Defence Orders and US-India Trade Deal See Brokers Up Targets
A 102% surge in defence revenue and Rs 11,130 crore executable order book offset margin pressure from tariffs as brokers upgrade ratings on multi-year growth visibility Bharat Forge is riding a defence-driven growth wave that is fundamentally reshaping its earnings profile. The auto ancillary and forging major delivered consolidated revenueContinue Reading
