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Power-hungry datacentres require large quantities of electricity at low rates
The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments
From retail malls to high streets in cities, F&B outlets are lapping up space driving up real estate activity
Gold financing is a long-term structural opportunity and established players should do well
As an equity asset class, REITs can fuel capital flows into commercial property, though retail investors must be aware of the cons too
Sales of weight loss drug Mounjaro doubled in August
A market research survey shows expenses rising at a higher rate for lower income consumers than for higher income ones, in both urban and rural areas
Thermal power plant utilisation levels declined to 61.7 percent in August 2025
The latest GST reforms address the key issue of the inverted duty structure
It is unlikely to be a one-way street, given the conflicting forces at work
Optimistic guidance for FY26; the B2C segment should act as a key growth lever
Supplies in day ahead market are far exceeding demand
Akasa Air continues to see high occupancy levels
The Indian healthcare market is experiencing robust growth and the hospital chain is uniquely placed in the paediatric segment
Companies in the private sector remain wary of committing large investments to urea manufacturing
Changing weather patterns are increasingly posing risks to renewable power generation
Demand for high-end healthcare facilities remains strong; however, the company’s valuation appears demanding
Robust expansion plans in place, with a target of about 4,000 beds in the next 3-4 years
The company is not profitable at the moment and may continue to make losses in the near term
Future growth to be fuelled by several catalysts, and it could emerge as a stronger player in the healthcare space
Bosch is planning to strengthen its competitive position in the mobility sector and industrial technology. It is actively adding new components, particularly those catering to EVs and advanced electronics.
The bank faces the tall and arduous task of scaling up the battered business profitably
Thermal power generation, however, remains subdued on weak demand
Cognizant has won more mega deals compared to Indian IT peers so far this year
Forays into new segments like sunroof, inorganic and organic strategies show the company’s confidence in the future.
