HAL’s Two-Year Tejas Logjam Is About to Break — And the Order Book Just Hit Rs 2.5 Trillion
State-owned planemaker poised to begin deliveries of long-delayed fighter jet in first half of FY27 as GE engine supply finally ramps up, says Antique Stock Broking, which flags a Rs 4.5 trillion pipeline ahead Hindustan Aeronautics Ltd. is approaching what could be a defining year, with the state-owned defence manufacturerContinue Reading
Oil Crashes, Markets Surge as Trump’s Iran Ceasefire Rewrites the Playbook Overnight
Trump announces a two-week US-Iran ceasefire, sending oil prices crashing from $111 to below $96. Indian markets, SGX Nifty, and global stocks surge. Here’s what it means for you. India woke up on Wednesday morning, April 8, to a world that looked markedly different from the one it went toContinue Reading
India’s $15.8 Billion Foreign Exodus Sets Stage for FY27 Rebound
Earnings down to 10% in fourth quarter as Strait of Hormuz crisis bleeds into corporate profits, but Motilal Oswal reckons valuation reset has created entry point Indian equities are navigating their most treacherous stretch in two decades, with foreign investors yanking $15.8 billion out of the market this calendar yearContinue Reading
Safety Controls and Devices BSE SME IPO: EPC and Substation Company Hits Market
The Lucknow-based EPC company serving government and power sector clients is raising Rs 48 crore. Issue opens April 6, closes April 8. Safety Controls and Devices Limited, a Lucknow-based EPC company specialising in substations, solar plants, firefighting systems, and hospital projects for the Ministry of Ayush, is opening its SMEContinue Reading
Government Cuts Excise Duty — What It Means For OMCs
The government has moved to cushion India’s oil marketing companies with a significant excise duty reduction and a new windfall tax on refined product exports. Which companies gain the most? Here is what Nomura says With crude oil prices surging on the back of the Iran-US-Israel conflict and pump pricesContinue Reading
Defence Just Got a Shot in the Arm — Here Are Companies to Own
The Defence Acquisition Council has cleared a sweeping round of approvals covering missiles, strike aircraft, warships and anti-drone systems. Motilal Oswal says the sector remains a structural buy — and names its picks with price targets Even as the broader Indian market grapples with an energy shock, rising inflation andContinue Reading
India’s Earnings to Get Cut — Here Is What to Own and What to Dump
The Iran conflict has exposed India as Asia’s most vulnerable large economy to an energy shock. Goldman Sachs says earnings could be hit. Here is the full damage assessment and the investment playbook that follows from it Of all the major Asian economies caught in the crossfire of the Iran-US-IsraelContinue Reading
Emiac Technologies SME IPO: What You Should Know
The Jaipur-based digital solutions company is raising Rs 31.75 crore. Issue opens March 27, closes April 8 Emiac Technologies Limited, an AI-based technology and digital solutions company providing digital marketing, content creation, branding, and business automation services, opens its SME IPO tomorrow — March 27 — and closes on AprilContinue Reading
India’s Mutual Fund Flows Hold Firm Even as Markets Wobble
SIP contributions hit a record high, passive AUM crosses Rs 15 trillion and retail investors stay put through the worst equity correction in years. Antique Stock Broking says the industry’s structural growth story is intact. India’s mutual fund industry has done held together while everything around it has not. EquityContinue Reading
Vivid Electromech SME IPO: What You Should Know
The 30-year-old LV and MV electrical panel manufacturer is raising Rs 130.54 crore on NSE SME Emerge. Issue closes March 27. Vivid Electromech Limited, a Mumbai-based manufacturer of low-voltage and medium-voltage electrical panels and automation systems with over 30 years of operational history, is currently open for subscription on NSEContinue Reading