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 started The rumble of heavy trucks hauling goods across India’s highways is about to get a lot louder.Continue Reading
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, the company behind Burger King’s 575 Indian outlets, is undergoing what Elara Securities calls a “balance sheet-led strategicContinue Reading
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 pace that would have seemed impossible five years ago. Centrum’s latest research quantifies the shift: household financial assetsContinue Reading
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 Q3, delivering a wafer-thin adjusted EBITDA of Rs 40 million. For investors chasing growth at reasonable prices, thisContinue Reading
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 significant value for shareholders, with the stock’s current price not even fully accounting for its aluminium and zincContinue Reading
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 and confused even the most hard nosed traders. Fifteen directional swings. 1,559 points of cumulative intraday movement. AContinue Reading
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 stock to run further. The lender’s shares, which have surged 65% over the past year to Rs1,001, nowContinue Reading
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% in 2025 to breach $4,700 per ounce to currently quote at $4763. In Indian currency, gold has breachedContinue Reading
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 opinions ranging from cautious optimism to concerns over stretched valuations, as the gig-based logistics platform prepares to debutContinue Reading
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 opportunities across multiple sectors, according to a new equity strategy note from Jefferies dated January 20, 2026. TheContinue Reading