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  • Trump’s Arctic ambitions torch the most important US asset

    The market reaction to the threat of tariffs on supposed allies over Greenland has been extremely telling 

  • Canada's China EV Deal: A Pacific pivot that splinters Trump's Hemisphere strategy

    Prime Minister Mark Carney's new trade agreement with Beijing, reversing punitive tariffs on Chinese electric vehicles, is less a technocratic fix and more a calculated geopolitical hedge—one that fractures the US vision of a unified Western Hemisphere and reasserts Canadian agency

  • Beyond the Headlines: IMF report reveals stark divergence between gloom narrative and steady growth

    Despite geopolitical storms, tariff uncertainties, and other tensions, the IMF projects global growth to remain solid at 3.3% in 2026, powered by AI-driven investment and adaptive policies

  • The metamorphosis of Davos Man

    Davos Man has shed his cosmopolitan cloak, revealing the enduring pursuit of power and profit in a fragmented world where the strategies have changed, but the game remains the same

  • Tata Capital Q3 FY26: Strong result bolsters outlook

    Quarterly performance reflects both progress and prudence

  • Shadowfax Technologies IPO: Delivering returns or just another parcel of risk?

    The company has solidified its presence in the parcel delivery market through a capital-efficient business model

  • LTIMindtree Q3 FY26 – Is the price already discounting the strong quarter?

    Robust deal wins, strong execution, operational efficiencies, and AI opportunities augur well for the company

  • HEG demerger pushes forward to unlock value for energy business

    As per the scheme, the graphite electrode business will be demerged into a new entity called HEG Graphite Ltd, which will eventually be renamed HEG. The residual business would be later renamed HEG Greentech Ltd

  • Havells Q3 FY26: Cable outperformance balances seasonally weak durables

    ECD segment and Lloyd disappoint. Higher raw material costs lead to margin pressure

  • Is the Nifty at a double top?

    While chartists debate a potential double top at the Nifty's 2024 high, the real resistance level—factoring in the 16-month cost of capital for trapped bulls—lies far closer to 30,000

  • RBL Bank’s Q3 makes investors twitch as big money waits in the wings

    The expected foreign capital infusion from Emirates NBD is critical for RBL Bank’s next leg of growth to come true.

  • Budget Snapshot: The wide gap between India’s healthcare needs and delivery capacity

    A large number of hospital beds are currently concentrated in urban areas

  • One-fifth of Nifty 50 stocks see flat to negative returns over three years

    Nearly 20 percent of Nifty 50 stocks have delivered flat to negative returns over the past three years, despite strong gains in the broader index

  • Tech Mahindra Q3FY26 numbers lend comfort to meeting FY27 target

    The turnaround in communication is good news and sustaining the same remains critical

  • The dangerous triumph of neo-mercantilism

    Liberal trade policies are giving way to frictions that could lead to outright conflict

  • HDFC Bank Q3 FY26: Improving growth trajectory signals stronger FY27 outlook

    The quarter marks an inflection point as the bank returns to loan growth

  • India’s presidency of BRICS offers both threats and opportunities

    India will try to promote the developmental aspects of BRICS instead of framing it as an anti-Western gathering. But it will participate in the group’s efforts to bring about a multi-polar world. The recent US-EU tussle will help BRICS’ campaign 

  • P/E above 1,000? How Shadowfax stacks up against Delhivery and Blue Dart

    Shadowfax’s upcoming IPO is priced at a steep 1,018x FY25 earnings. How does it stack up against listed peers Delhivery and Blue Dart?

  • Budget Snapshot: For defence, execution matches allocation

    This year's Budget narrative shifts from headline allocations to the critical challenge of translating record order backlogs into tangible, profitable deliveries, making execution the true test for both national security and investor returns

  • ICICI Bank Q3 FY26 – One-offs cloud otherwise steady performance

    Loan growth was healthy and margin inched up slightly

  • Substance over Form: Supreme Court redefines treaty benefits for foreign investors

    A landmark Supreme Court judgment in the Tiger Global tax case has fundamentally reshaped the rules for foreign investment in India by enforcing the primacy of economic substance over legal form

  • Wipro Q3 FY26: Remains in the slow lane

    Deal win was slightly soft and the commentary alluded to challenges in discretionary demand

  • Can the Budget extend India’s consumption upcycle?

    Personal income tax restructuring and GST rate rationalisation have lifted consumer sentiment. However, fiscal credibility remains important for anchoring inflation expectations and sustaining investment flows

  • Can India-EU trade deal march to the finish line on Republic Day?

    Top EU leaders to attend the gala January 26 event in New Delhi and participate in the India-EU Summit, triggering expectations of the finalisation of a trade deal between the two

  • Polycab Q3 FY26: Scalable growth amid margin compression

    Polycab's strong rebound in FMEG business and outperformance in W&C continue

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