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
BUSINESS
IndusInd Bank – Will the new leadership pave the way for a rerating?
The bank faces the tall and arduous task of scaling up the battered business profitably
BUSINESS
Federal Bank Q1 FY26 – weak quarter with reassuring guidance
The bank’s bid to improve the asset-liability mix, along with fees, should start delivering results gradually
BUSINESS
IndusInd Bank Q1 FY26 -- The worst may be behind, but is it worth waiting for the best?
In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits
BUSINESS
Kotak Mahindra Bank Q1 FY26: a blip not a blow
The bank had an unpleasant start to FY26
BUSINESS
Mas Financial Q1: Steady show in challenging times
Calibrated loan growth with improving margins
BUSINESS
Infosys Q1 FY26 – good show, will the excitement last?
Unlike some peers, the IT major expects the second half to be weaker
BUSINESS
Zensar Q1 FY26: A quarter of good execution
The key market of the US, and the turnaround in the TMT vertical aided revenue
BUSINESS
Are there any re-rating triggers for Yes Bank?
The Q1 earnings report wasn’t impressive enough
BUSINESS
Axis Bank Q1 FY26 – Can it bounce back after a quarter of misses?
Challenges remain and a gradual recovery is likely from FY27
BUSINESS
Wipro Q1 FY26: A quarter of positive surprises
The IT major is likely to register revenue growth this year after two consecutive years of decline
BUSINESS
Ixigo Q1FY26 – Why it should be part of the core portfolio
Besides sectoral tailwinds, the company has a strong foothold beyond metros
BUSINESS
Tech Mahindra Q1 FY26 – Can the turnaround strategy help the stock rerate further?
The company has issued a reassuring outlook in a volatile environment on the back of strong order inflows
TRENDS
HCL Tech Q1 FY26: Short-term pain for long-term gain
Margins took a hit because of the company’s investments for the future
BUSINESS
Should minority shareholders of VIP take the open offer bait?
The deal value of the stake sale agreement is at a 15 percent discount to Friday’s closing price
BUSINESS
Can the VIP stock run more post the change in control?
Multiples PE picks up a 32 percent stake from promoters, to buy 26 percent more
