Synopsis: The AI investment boom is being driven by massive spending, bold growth assumptions, and unprecedented capital concentration. This article examines whether expectations are running ahead of reality and highlights the critical warning signs investors should...
Synopsis: India’s rise as a global smartphone manufacturing hub has transformed it from an import-dependent market into a major exporter. Beyond headline export numbers, the real question is whether this shift generates lasting economic value through foreign exchange...
Synopsis: India’s online insurance market is dominated by one player holding a 93% share, PB Fintech. After years of losses, it has turned around with a 165% surge in profits and is now targeting Rs 1 trillion in premiums. Strong GST tailwinds and large protection...
Synopsis: The Indian government’s planned sale of 52.98 percent of BPCL, valued at Rs. 46,200 crore, was the country’s largest disinvestment attempt. High costs, limited buyers, labor issues, and policy uncertainty delayed the deal, prompting the question: should the...
Synopsis: India’s IPO market exploded in 2025, raising a record Rs 1.6 trillion, outpacing the US and China in volume. SEBI reforms, 200 million retail investors, and 7.3% GDP growth fueled the surge. However, 63% came from promoter exits, not business capital....
Synopsis: A popular stock market trainer with a large online following is under SEBI’s scanner for giving unregistered investment advice through paid courses. The case shows how flashy marketing, bold claims, and blurred lines between education and tips can mislead...
Synopsis: India’s exports to Mexico face a pivotal crossroads with up to a 50% tariff wall (many at 35%) looming from early 2026. Sparked by Mexico’s Senate to shield local factories from import floods by non-FTA countries like India, these levies, ranging...
Synopsis: How did the Murugappa Group, once a Burma-based money-lending firm, evolve into a Rs 90,000 crore conglomerate and master the art of corporate turnarounds in India? The Murugappa Group started as a banking and money-lending business in Burma (now Myanmar)...
Synopsis: India is emerging as a global hotspot for data centres, attracting billions from tech giants like Google, Microsoft, and NVIDIA. Driven by cost advantages, digital growth, and strategic demand from Asia and Europe, the country is rapidly positioning itself...
Synopsis: When the price of an asset quadruples in a decade after decades of underperformance, it deserves attention. When it doubles in a single year amid global uncertainty, it demands scrutiny. This editorial examines the history, macro trends, and company-level...
