Synopsis: Jio Platforms’ IPO is largely being discussed for its telecom business, subscriber base and scale. However, the DRHP also contains several lesser-known details that offer a deeper look into how the company operates. From leadership and partnerships to future...
Synopsis: Several important economic reports are lined up across major economies in the coming days. These releases are often closely tracked by investors because they can influence market sentiment, interest rate expectations and views on the strength of global...
Synopsis: While AI headlines focus on software and chips, ace investors Mukul Agrawal, Ashish Kacholia and Vijay Kedia are taking very different approaches. From data centre construction and cooling infrastructure to cybersecurity platforms, their portfolios reveal...
Synopsis: Swiggy shares have fallen nearly 60 percent from their highs, but the bigger question is whether the stock can ever move back toward Rs. 600. With food delivery improving and Instamart still fighting losses in a competitive quick commerce market, what proof...
Synopsis: While investors continue to chase cable stocks like Polycab and KEI Industries, Havells India is quietly expanding its cable business through capacity additions, margin improvement and investments in higher-value segments. With the stock trading at a lower...
Synopsis: While most investors focus on real estate developers, Mukul Agrawal has backed a company working behind the scenes. From Lodha and DLF to Oberoi and Godrej, this construction company has become an execution partner for some of India’s biggest developers and...
Synopsis: For years, this company quietly operated behind the scenes with some of the world’s largest global customers, including Boeing. Now, management is making a series of moves that could significantly change the business over the next few years. What is...
Synopsis: Jaguar Land Rover has gone through a tough year, but the bigger story is what the company plans to do next. From changing its vehicle strategy to focusing more on key markets and brands, JLR is making some important decisions that could shape its future. But...
Synopsis: Backed by large sovereign AI orders, strong partnerships, a growing order book and rapid AI revenue growth, the company is positioning itself at the centre of the country’s push to build sovereign AI compute infrastructure. India’s artificial intelligence...
Synopsis: The Anthropic IPO, OpenAI and SpaceX are attracting attention across global markets. While investors are focused on the opportunities these companies may create, there is another question that few are asking. What could these mega listings mean for Indian...
