Synopsis: Brokerages turn bullish on defence stocks after DAC approves Rs 2.38 lakh crore; HAL, BEL, and BDL top picks amid strong orders and growth opportunities. The Defence Acquisition Council (DAC) is India’s apex body for defence procurement, chaired by the Union...
Synopsis: The article compares Swiggy and Zomato, highlighting HDFC Securities’ views on their growth, profitability, platform fee hikes, and operational momentum, emphasizing long-term financial prospects and expansion strategies. The article compares Swiggy and...
Synopsis:- A $1 billion investment backed by global investors signals strong confidence in India’s AI-driven data centre space. With $435M, $240M, and $35M contributions and plans to scale capacity from 300 MW to 1 GW, the business is targeting 25% market share and...
Synopsis: IT stock is in focus upon announcing a $560M acquisition of Optimum Healthcare IT and Stratus, enhancing its healthcare and insurance capabilities. The deals expand client base, strengthen digital and cloud offerings, and support cross-selling in high-growth...
Synopsis: Indian markets tripled from 2020–2026, navigating COVID panic, liquidity-driven rallies, and midcap outperformance. Disciplined investors who stayed patient through fear, euphoria, and uncertainty reaped life-changing returns, highlighting the power of...
Synopsis: The company just posted its best quarter ever. But the real story is quietly being built overseas. But its ₹200 Cr South Korea semiconductor factory due by end of 2026 is the opportunity most investors are completely missing. There are companies that grow...
Synopsis: India’s rapidly expanding data centre ecosystem is opening new opportunities for large real estate developers. Lodha is building a massive integrated campus designed to attract global hyperscale operators and AI infrastructure. With land monetisation and...
Synopsis: Growing disruptions across a key global aviation corridor are forcing airlines to rethink long-standing routes. As uncertainty rises and travel patterns begin to shift, attention is slowly moving toward alternative transit points. A new possibility is...
Synopsis: Mumbai’s fast-growing data centre boom is bringing new challenges alongside digital growth. Rising demand for power and water is starting to put pressure on the city’s already stressed infrastructure. As expansion continues, questions are emerging about...
Synopsis: India’s equity market has lost over $639 billion in market capitalisation in 2026, marking the sharpest decline in 15 years. The erosion exceeds the entire stock market of several countries, including Mexico and Malaysia. Global uncertainties, rising oil...
