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
TRENDS
TCS Q1 FY26 – Is it a long-term add despite the quarterly disappointment?
The current financial year is likely to be similar to FY25 despite assumptions of a back-ended recovery
BUSINESS
Why this mid-sized IT company is a high-conviction pick
The company has a diversified business model with excellent revenue visibility
BUSINESS
RateGain – Is the stock pricing in all the near-term concerns?
FY26 is likely to be subdued with the company focusing on long-term growth and sharpening its sales strategy
