BUSINESS
Wipro Q2 FY26: When will order inflows translate into growth?
Though the company’s commentary on deals and deal ramp-up is reassuring, the divergence between wins and execution is a concern
BUSINESS
Infosys Q2 FY26 – Steady execution overshadowed by weak guidance
Tepid full-year guidance points to an expected softness in the second half
BUSINESS
Axis Bank Q2 FY26 – A good quarter excluding the one-off
Business growth gained momentum, interest margin did better than expectations
BUSINESS
Tech Mahindra Q2 FY26 – strong execution, confident outlook
There’s room for re-rating, as the company delivers on its promised turnaround strategy
BUSINESS
HCL Tech Q2 FY26: Time to reverse the underperformance
With a diversified industry exposure and strong focus on AI, the company looks well placed to grow
BUSINESS
TCS Q2 FY26 – What does the pivot to AI mean for investors?
There could be relief rally, but the IT major is unlikely to come out of its sluggish growth phase in a hurry
BUSINESS
Can Q2 FY26 earnings bring back FIIs to Indian markets?
The fiscal and monetary measures announced this year could help companies overcome challenges
BUSINESS
Will banking stocks react to a tepid Q2 FY26?
A pick-up in demand, along with fiscal and monetary measures, to support credit growth
BUSINESS
Is this the unexpected Navratri gift of RBI to banks?
Further easing of the regulatory environment to boost the performance of lenders
BUSINESS
IKS Health – Why you should look at this healthcare BPO, post correction
The company’s core business is largely insulated from technology disruptions
BUSINESS
Should one look to buy the oversold IT stocks, post Accenture’s in-line report?
A re-rating of the sector as a whole looks unlikely till there is a new technology cycle with meaningful earnings visibility
BUSINESS
Will the Indian IT sector crumble under the new H1B visa guidelines?
Though the reliance on H1B is coming down, there are other headwinds to be tackled
BUSINESS
Muthoot Finance – How long can the glitter last?
Gold financing is a long-term structural opportunity and established players should do well
BUSINESS
Can Control Print be a stock worth printing for the long term?
The company has a strong balance sheet and a unique core business that cannot be ignored
BUSINESS
IRCTC – Can it leverage the consumption push to gain speed?
Most of the businesses have matured and offer modest organic growth opportunities
BUSINESS
What to expect from Indian equities, post GST 2.0?
It is unlikely to be a one-way street, given the conflicting forces at work
BUSINESS
Why does this IT service growth leader merit attention?
Industry-leading earnings growth and the AI edge should help the stock do well
BUSINESS
Safari Industries – Is it a good time to pack the bag with the stock?
Heightened competitive intensity and the entry of new players have eroded the profitability of incumbents
BUSINESS
Will VIP be able to overcome the rough patch with the change in ownership?
The company likely to report gradual improvement
BUSINESS
Wipro bolsters its ER&D footprint with an acquisition
The transaction should add about 3 percent to the company’s top line
BUSINESS
Can the GST overhaul counter the tariff pain for Indian equities?
The proposed tax rejig could lead to a fiscal stimulus of roughly 50 basis points of the GDP
BUSINESS
Can Trump’s tariff derail India’s China Plus One ambition?
Trump’s punitive tariff could cloud India’s ambition of becoming a viable alternative to China unless trade negotiations succeed. However, it could well turn out to be India’s 1991 moment, forcing the country to take long-pending economic reforms to leap into the next level
BUSINESS
Can Trump’s tariff derail India’s China Plus One ambition?
China has built a moat around its manufacturing that is hard to replicate, and a favourable tariff differential was a way to eat into that pie.
BUSINESS
How should investors navigate the additional 25% US tariff jolt?
Equities are not cheap but if the penalty tariffs go into effect, then pockets of opportunity could arise. Here’s a guide on how to navigate these choppy waters
