Synopsis: India’s Rs. 1.25 lakh crore ISM 2.0 accelerates semiconductor growth by strengthening the entire value chain. It focuses on expanding chip manufacturing, design capabilities, materials, equipment, and supply chains to reduce import dependence and build a...
Synopsis: A diversified EPC major spanning ports, metros, airports, highways, and data centers has closed the year with a record order book, expanding margins, and a credit rating upgrade, positioning it as a prime beneficiary of India’s infrastructure capex...
Synopsis: Over the last 15 years, the Nifty 50 has outperformed gold in overall returns, driven by India’s economic growth and corporate earnings, delivering higher long-term wealth creation with more volatility. Gold provided lower but steadier returns, acting as a...
SYNOPSIS: India’s nuclear energy push is creating opportunities for companies linked to clean, reliable power infrastructure. Four stocks to watch are MTAR Technologies, BHEL, Kirloskar Brothers, and HCC. These firms benefit from strong order books, engineering...
Synopsis: A global brokerage has mapped out where the index could head next, giving three possible outcomes. One of them touches a level rarely spoken of before. Here’s what needs to align for that to happen. Talk of the Sensex hitting six figures has been...
Synopsis: While most investors chase the next AI hardware story, one distribution business has quietly built something harder to replicate: a nationwide network connecting global tech brands to India’s smallest towns. Here’s why that infrastructure matters...
Synopsis: Foreign investors have trimmed their stakes in several Indian small-cap stocks during Q1 FY27 amid a broader global risk-off environment. Four companies that witnessed notable FII holding declines, the businesses they operate, and why changes in foreign...
Synopsis: A record-breaking listing is about to reshape India’s telecom story. As one telecom giant prepares to go public, brokerages are split on what it means for its biggest rival’s stock in the weeks ahead. India’s telecom sector is entering an...
Synopsis: SpiceJet and IndiGo are showing opposite stock trends due to differences in financial strength and operational performance. While SpiceJet struggles with debt, grounded aircraft, liquidity issues, and market share pressure, IndiGo benefits from lower fuel...
