BUSINESS
Jane Street leveraged India entity to breach FPI rules, powering trading strategy for alleged illicit gains
According to the market regulator SEBI's current foreign portfolio investor norms, FPIs are not allowed to do intra-day trades.
BUSINESS
Why the Rupee’s losing streak is India’s winning strategy
One of the worst-performing currencies in H1 2025? Yes. But it's all part of the RBI’s plan to stay competitive with China in global trade.
BUSINESS
Generics drugs are a shrinking market, CDMO hasn’t delivered, hospitals and diagnostics better plays for investors
Pricing pressure and overall shrinking pipeline makes generics business challenging according to Kunal Vora
BUSINESS
Telecom is the new petrol: Why Bharti Airtel could be a money machine
Sector consolidation, tariff power and fading capex make Airtel a compounding story
BUSINESS
Why betting on India’s affluent consumer over the masses makes sense despite challenges to job creation
Despite recent headwinds, income tax data suggests the number of high earners continues to compound at 15–20% annually.
BUSINESS
Eternal eating McDonald’s and Domino’s lunch, literally: Should you invest in QSR stocks?
The increase in competitive intensity has eroded the pricing power of QSR brands, said BNP Paribas' Kunal Vora, adding that the ability to hike prices and improve margins has thinned down due to the resurgence of smaller chains or unorganized restaurants.
BUSINESS
India Inc’s FY26 earnings forecast likely to see cuts, says BNP Paribas' Kunal Vora
FY25 earnings fell short of expectations, and FY26 consensus estimate looks optimistic, said Head of India Equity Research Kunal Vora.
BUSINESS
Why the bull run may be a trap and what to buy instead -- Sridhar Sivaram weighs in
Investment director of Enam Holdings thinks it’s time to stay cautious than show heroism
BUSINESS
Why Indian IT companies face a rough ride in the AI era
AI is both an opportunity and a threat — but the threat comes first, says Enam’s Sridhar Sivaram
BUSINESS
Large private banks, PSUs, NBFCs or MFIs: Which lender to bet on?
Enam's Sridhar Sivaram said he expects banks’ profit growth to moderate to 12-15% annually, but the downside risk is limited since banking shares have underperformed in recent years and are less exposed to high-risk lending segments.
BUSINESS
Hard to justify market-cap of 95% of stocks, says Sanjeev Prasad
'People assume that all problems are solved, which is what worries me,' says Kotak Institutional Equities' Sanjeev Prasad, adding that the Trump administration has merely paused tariff actions rather than resolving them
MARKETS
The 80:20 jolt: Most stocks nowhere near their peaks
82% of stocks are hovering more than 20% below all-time peaks, pointing to narrow market rebound
BUSINESS
FOMO, flows trigger euphoric market rally. Time to pocket some gains?
Sensex’s biggest-ever single-day jump may tempt investors to stay bullish, but shifting global signals suggest this could be the moment to book partial profits.
BUSINESS
Why US generic drug prices can’t fall much further — even if Trump wants them to
The US drug buyers are highly concentrated, while there is almost perfect competition among sellers
BUSINESS
Why generic pharma may dodge hit even as Trump revives drug pricing order
Trump’s 'Most Favored Nation' policy could reignite legal battles; Indian generic makers seen insulated for now
BUSINESS
Bulls roar again on the back of border peace, earnings beat, and FII frenzy
With India-Pakistan tensions easing, fourth quarter earnings beating expectations, and foreign investors making a strong comeback, the market mood has clearly shifted.
BUSINESS
Buy the neglected, trim the celebrated: Sandeep Tandon on his latest portfolio shifts
Tandon said he remains constructive on the markets but is bearish on large banks as also the defence themes where valuations are stretched
BUSINESS
Markets aren’t overleveraged, sentiment is subdued, great time to invest for retail investors, says Sandeep Tandon
Market veteran and founder of Quant Mutual Fund said he is constructive on the markets and is taking opportunities wherever he sees
BUSINESS
Cautious Confidence: Why investors should temper optimism and stay selective
Market reactions have typically been swift but short-lived, followed by strong recoveries once the scope of the conflict became clearer and appeared contained. The more important and lasting impact on markets is how the underlying stocks fare—and there is no reason to be either pessimistic or overly optimistic on that count, as equity valuations today are neither cheap nor expensive.
BUSINESS
India markets look past Operation Sindoor, trade tailwinds steal the show, earnings to dictate price moves
For now, investors are not pricing in any escalation of the current conflict into a full-blown war situation
BUSINESS
Markets focused on trade, not tension, say leading foreign fund managers
India is acting responsibly, doing what’s necessary for national security while keeping the messaging clear, says a fund manager
BUSINESS
Markets backed by flows, fundamentals, and trade tailwinds; Operation Sindoor should not worry investors: Nilesh Shah
History suggests that post-strikes, markets climb sharply
BUSINESS
'One more leg down is likely, but bull case a possibility,' says Rohit Srivastava
The failure to cross the 61% retracement suggests a retest of previous low
BUSINESS
The dollar's power is at risk, private debt is booming, and capex is on shaky ground: Harvard's Victoria Ivashina
Harvard’s Victoria Ivashina breaks down the hidden forces rattling investors and reshaping capital flows.
