BUSINESS
From showstopper to slump: Can Tata’s Trent regain its market mojo?
A 40% YTD slide, slowing growth and fierce value-fashion competition test one of India’s hottest retail stocks
BUSINESS
Wakefit says profit turnaround is no flash in the pan as it ramps up offline push
The home-solutions brand plans faster furniture-led growth and a major Tier-2 retail rollout as its Rs 1,289-crore IPO opens for public subscription.
BUSINESS
Hotels may not be a compelling premiumisation play as room for growth narrows, say market experts
Massive room additions and high capex may test the premiumisation thesis as margins and real returns may come under pressure
BUSINESS
Festive spark for QSR, but recovery still half-baked? Experts weigh in
QSRs will benefit from India’s consumption growth,but health trends, competition and high capex keep investors cautious, say experts. Product innovation, operating leverage, and GST 2.0 benefits are the key drivers for margin expansion, they say.
BUSINESS
Funds build cash, valuations bite: Why midcaps may stay on the backfoot
A tactical cash build-up by domestic funds ahead of January earnings and stretched valuations are among the reasons why the broader market momentum seems to have paused. Experts feel large-caps may continue to outperform in the near term as investors prioritise safety over momentum.
BUSINESS
Bihar election verdict more of a stabiliser than catalyst for stock market, say experts
NDA’s stronger-than-expected performance in Bihar state elections have reinforced policy continuity and lent further political stability to the ruling NDA alliance. Investors are looking beyond the headlines to developments relating to India-US trade deal, welfare economics, and sector-specific triggers.
BUSINESS
Honasa shares glow after Mamaearth swung to profit: Can the premium pivot spark a re-rating?
A return to profit, stronger margins and rapidly scaling young brands have signalled a turnaround at Honasa Consumer, but the next chapter may hinge upon its premium bets such as Lumineve and Fang, as analysts weigh of solid execution can deliver a sustained re-rating.
BUSINESS
No chill for AC stocks as unseasonal weather dampens demand, delaying demand recovery
Muted guidance, lower margins and shorter summer have left India’s air conditioning industry struggling. Experts now say the long-awaited recovery may be pushed further away to FY27.
BUSINESS
PhysicsWallah’s Prateek Maheshwari: Pricing is a choice not a strategy; profitability coming very soon
Affordable education, expanding offline network and improving margins to drive next leg of growth, says Co-founder Prateek Maheshwari
BUSINESS
Beyond PoS: Pine Labs sees future growth from digital checkouts and fintech push
Over the past three to four years, Pine Labs has begun scaling up globally, entering South-East Asia, the Middle East, Africa and more recently, the US. The CEO and MD said these markets are already showing strong traction.
BUSINESS
Muhurat picks for Diwali 2025: Siddarth Bhamre selects a cement champ, snacking star and a colourful play
Samvat 2082: From JK Lakshmi Cement’s solid gains to Bikaji’s festive crunch and Kansai Nerolac’s bright comeback - Asit C Mehta’s Siddarth Bhamre shares his Dhamakedar Diwali bets
BUSINESS
Diwali Stock Picks 2025: HDFC Securities identifies top three high-beta rockets to fire up your portfolio
As Indian markets reset for Samvat 2082, Devarsh Vakil, Head of Prime Research at HDFC Securities, shares his top three 'Dhamakedar' stock ideas - MSTC, Northern Arc and Sheela Foam - poised to deliver high-risk, high-reward returns in the year ahead.
BUSINESS
Diwali stock picks 2025: MOSL’s Siddhartha Khemka puts the spotlight on three cracker stocks
Diwali Stocks to Buy: Motilal Oswal’s Siddhartha Khemka shared his three Pataka Picks for a bright and profitable Samvat 2082.
BUSINESS
Diwali Stock Picks 2025: A growing exchange, promising ancillary play and logistics firework
Diwali Stocks to Buy: Moneycontrol’s Dhamakedar Diwali Stocks showcases three high-conviction stock ideas picked by market expert Narendra Solanki of Anand Rathi to add sparkle to your portfolio.
BUSINESS
Diwali Stock Picks 2025: Gaurang Shah’s top bets to add sparkle to your portfolio in Samvat 2082
Diwali Stocks to Buy: Gaurang Shah of Geojit Financial Services sees Sensex and Nifty hitting fresh highs by the end of 2025, driven by policy reforms, trade deal and revival in consumption. BEL, Eternal (Zomato) and Jio Financial Services are his top three Diwali picks.
BUSINESS
LG Electronics India IPO: 10 levers that could power its next growth wave
From premium appliances to global exports, LG is eyeing bold moves as investors rush to grab a piece of its blockbuster IPO
BUSINESS
WeWork India CEO Karan Virwani says planning to add around 20,000 desks this fiscal
From occupancy to enterprise clients to AI adoption, CEO Karan Virwani outlines how WeWork india is building scale without compromising profitability.
BUSINESS
Tata Capital CEO says IPO to boost Tier-I capital, targetting affordable housing and vehicle finance for growth
MD & CEO Rajiv Sabharwal said the Tata Capital IPO is expected to boost the Tier 1 capital of the NBFC from 12.8% to over 22%, while reducing the leverage to below 5x. The company plans to improve profitability by increasing exposure to high-margin products such as affordable housing, micro home loans, equipment finance and leasing.
BUSINESS
While MPC poll sees a pause in October, some street voices hoping for an accommodative stance
Some market veterans believe that more than the rate cut, investors may find support from a change in stance by the central bank, signalling a dovish tilt by the RBI.
BUSINESS
Data centres poised for explosive growth, experts see opportunities in diversifying across ecosystem
Investors eyeing India’s data centre boom should diversify across the entire ecosystem, including renewable energy, power, real estate, telecom and technology providers, according to top money managers.
BUSINESS
Anand Rathi Stock Brokers taps IPO to expand margin trading, Chairman targets to keep leverage conservative
While many new-age players chase scale with ultra-low brokerage, the company stressed that the strategy at Anand Rathi Share & Stock Brokers is more customer AUM driven.
BUSINESS
India's GDP growth and earnings, along with future Fed rate cuts key to FIIs' return, says Julius Baer's Mark Matthews
A new Fed rate-cut cycle, stronger domestic policy support, and a rebound in earnings could draw foreign investors back to Indian markets, says Julius Baer’s Mark Matthews.
BUSINESS
China’s anti-involution shift: Indian themes that can offer multi-year opportunities
China’s so-called anti-involution campaign has driven a structural reset in the local economy, and for India, this opens up opportunities across commodities, renewables, chemicals and EVs.
BUSINESS
Urban Company near 'breakeven' stage, focus now on margins, says CEO as IPO fully subscribed on day one
Urban Company’s core India consumer services segment has shown steady margin improvement, while nascent businesses like InstaHelp and Native are still investment-heavy. Management expects operating leverage and scale benefits to drive profitability in the medium term.
