Meesho’s Post IPO Review: A Mass-Market Miracle
JM Financial analysts initiate coverage with REDUCE rating as India’s value commerce champion trades at premium valuations post-IPO JM Financial just dropped their first report on Meesho after the company’s December 2025 listing, and the thesis is fascinating: Meesho has built something genuinely important for Indian e-commerce, but the stockContinue Reading
Households Sitting on $10 Trillion Wealth Pile; Financial Assets To Surge To $18-20 Trillion
Morgan Stanley Report Shows Historic Shift Away from Gold and Property; Equity Investments Triple in Five Years Indian household wealth has swelled to a record $10.1 trillion, with families dramatically reshaping their portfolios by moving money from traditional gold and real estate into stocks and mutual funds at an unprecedentedContinue Reading
Tariff Tremors and the Uneasy Mood on Dalal Street
Indian equity markets have entered the new year on a high and an slippery footing, unsettled less by domestic weakness and more by renewed turbulence in global trade policy. The latest bout of volatility on Dalal Street is a reminder that in an era of integrated capital flows, tariff decisionsContinue Reading
India’s Macro Stability Points to Structural Re-rating as Economy Transforms
Declining oil intensity, rising exports signal sustainably lower real interest rates ahead; household wealth shift accelerates India’s improving macroeconomic fundamentals are creating conditions for a structural re-rating of the country’s equity markets, with declining oil dependency, rising service exports, and stabilizing inflation setting the stage for a multi-year transformation inContinue Reading
Morgan Stanley Sees ‘Upside Surprise’ for Indian Stocks, Sets Sensex Target at 95,000
Investment bank cites favorable valuations, growth momentum as catalysts for 13% rally by December 2026 Morgan Stanley is positive on Indian equities projecting the BSE Sensex will reach 95,000 by December 2026, a potential 13% upside from current levels, according to a strategy report released Monday that marks a significantContinue Reading
Groww’s Post IPO Review: Analysts See Revenue Doubling by 2028 Despite F&O Headwinds
Motilal Oswal initiates coverage with ‘BUY’ rating as India’s largest broker tries to prove it’s more than a derivatives play Motilal Oswal just put out its first report on Groww after the company’s recent listing, and the numbers are eye-catching: they expect revenue to double from Rs 40.6 billion inContinue Reading
The Bharat Coking Coal IPO decoded
A 58% market share meets a 17% production decline. You’re making steel. You need coal. Not just any coal though. You need coking coal—the special kind that can withstand extreme blast furnace temperatures. Here’s the problem. India doesn’t produce nearly enough of it. We import most of our requirements. That’sContinue Reading
GMP is on an overdrive as this major IPO market indicator thrives on hype and hope
Unofficial traders are making huge pre-listing bets as retail investors chase listing gains, but the unregulated ecosystem of GMP is far from foolproof Every evening in Mumbai and Ahmedabad’s mobile streets, a peculiar ritual unfolds. Men huddle over mobile phones, scribbling numbers on scraps of paper, trading shares that don’tContinue Reading
IPO Bonanza: January may see Rs 18,000 cr fundraise as Fractal Analytics, Clean Max queue up
AI major Fractal and renewables firm Clean Max among big-ticket offerings lined up for the month The primary equity markets are gearing up for a busy start to 2026 with several companies reportedly preparing to tap investors this month for over Rs 18,000 crore, headlined by artificial intelligence firm FractalContinue Reading
Gold Poised to Scale Higher as Fed Cuts Fuel Rally, Yes Bank Says
Central bank buying, ETF inflows support bullish outlook Gold is set to extend its remarkable rally toward $4,550 an ounce as Federal Reserve rate cuts and a weakening dollar create ideal conditions for the precious metal, according to Yes Bank Ltd. The bank’s technical analysis suggests gold will confirm aContinue Reading