Mcpro

Buckling up for the stagflation trade

What can investors do?

Defence push quadruples with latest DAC approvals, execution to now be in focus

Kotak Institutional Equities noted that Bharat Electronics has secured around Rs 22,000 crore in orders so far against a target of Rs 27,000 crore, implying a potential miss if timelines slip further

Drone warfare is redefining India’s defence bets: Where should investors look?

Scalable, cost-efficient defence technologies are now taking centre stage

Domestic Strength vs Global Headwinds — Auto sector stands at a crossroads

Domestic demand fuels growth, but exports and geopolitics cloud the road ahead

Chart of the Day: Construction firms to face profitability pressures

Heightened competition and low bid prices have put revenue growth at risk

How the ongoing geopolitical conflict affects NBFCs

The tension could adversely impact funding cost and asset quality for NBFCs

Personal Finance | Don’t be your own portfolio's worst enemy

Use fear to your advantage in investing and do not run away from markets

Startup Street | From faculty to enterprise -- Is a trend emerging?

India’s number of faculty-led start-ups is still modest relative to the US in absolute terms, but the trend at top institutions is accelerating 

Regime change looms in Kerala as Left loses ground

As Kerala heads to the polls on April 9, a change of guard looks likely — and with it, the possible end of Communist politics as a national force in India 

India's BRICS presidency faces its toughest test as Iran war splits the bloc

With Iran, Saudi Arabia, and the UAE — all BRICS members — on opposing sides of a major war, India's chairmanship has shifted from setting an agenda to preventing a collapse

Airlines hit by rising costs face fare hike dilemma

Rupee depreciation, disruption to international flight traffic and rising fuel costs are increasing cost pressures for airlines. Hiking fares is the obvious solution to protect margins but a sharp increase can hurt demand

The advantage HUL gets by retaining the foods business

Unilever’s global sale of its foods business to McCormick Company excludes the India business, throwing off the alignment HUL has with Unilever’s business structure

Secondary supply glut, not liquidity, is slowing IPOs as war jitters add to investor caution

A surge in secondary share sales worth nearly Rs 4 lakh crore in FY26 has flooded the market with listed equity, leaving investors with reduced appetite for new issues even as domestic inflows remain strong.

The global economy turns out to be more resilient than we had feared

Trump’s tariffs have not led to the kind of retaliatory action many expected

Will RBI turn to past playbooks to halt rupee’s relentless slide?

India’s macroeconomic position today is far more resilient than it was in 2013,but could deteriorate quickly if the Middle East conflict drags on and crude oil prices remain elevated

Downtrading in derivatives is not a smart move

Retail traders migrating from margin-funded trading to F&O isn't a smart pivot -- It's a distress signal

Is there a window of opportunity for investors in chemicals?

Geopolitics and supply shocks reshape the industry, but selective import substitution and feedstock are advantages

GDP is growing. So, why isn't industry?

Eight years of solid GDP growth, and consumer goods production has barely moved---something doesn't add up 

Will the fresh ministry approvals give impetus to electronics stocks?

MeitY clears 29 proposals under ECMS, creating new winners in the electronics ecosystem

Chart of the Day | Data shows India’s external balance sheet is improving

The latest International Investment Position data shows a steady strengthening of India’s external position even as foreign equity inflows soften

West Asia war impact is coming for NBFC balance sheets soon

NBFCs would be fighting multiple fires as the West Asia war drags on.

April MPC meet: Why the rate-setters may opt for a cautious pause this time

In the backdrop of the Iran–Israel–US war, the RBI’s policy team faces a tough challenge

EPL retains growth focus in Indovida merger, execution key

The merger will nearly double EPL’s revenues and operating earnings

Is WTO fighting a losing battle amid war worries?

The Cameroon ministerial signals that the world trade body is navigating a world that has outgrown its assumptions

Top VCs shift to mid-sized investments as early, late-stage deals lose share: Bain-IVCA report

Firms like Accel, Peak XV, Elevation Capital, Lightspeed and Nexus are doing more deals in the $10–50 million (Series A–B) range, while smaller bets below $10 million and large cheques above $100 million have declined as a share of investments.