In the midst of the pandemic, the supply chain disruptions caused by China and the Doklam/Ladakh stand-off, it was expected that Indo-China trade would get impacted. But, what has happened, is the exact opposite. India-China merchandise trade looks s

Just a couple of days before Dussehra, Prime Minister Modi announced the ambitious Gati Shakti (National Masterplan) for multi-modal connectivity. Apart from de-clogging these infrastructure projects, the PM Gati Shakti also endeavours to adopt a mor

Infosys Ltd – Q2 Results (Sep-21) For the Sep-21 quarter, Infosys reported 20.48 growth in total revenues Rs.29,602 crore. Revenues were sequentially higher by just about 6.12. Net profits for the quarter were up 11.9 YoY at Rs.5,421 cro

Reliance New Energy has been in the news this week. After the acquisition of Norwegian Green firm, REC, and a 40 stake in Sterling & Wilson Solar, the latest deal pertains to manufacturing Hydrogen Electrolyzers. Reliance New Energy has partnere

After a gap of almost 17 months, airlines were allowed to operate flights at 100 of pre-COVID capacity. That effectively means all restrictions on flying have been lifted. The Ministry of Civil Aviation has not yet removed the caps on fares that it

Four months after the RBI gave in-principle approval to Centrum Financial Services to float a small finance bank (SFB), the RBI has granted the SFB license to the consortium of Centrum and BharatPe. The SFB promises to be India’s first pure digital

In the last one month, the stock of Tata Motors has rallied close to 40. One of the key drivers of this rally has been the proposed investment by private equity investors in its Electrical Vehicles (EV) business. On 12th October, the announcement fi

On 12th October, 3 important macro data points were out in the market. The first two were domestic; consisting of September Inflation and August IIP. The third data point pointed to IMF estimates of India’s GDP growth. How did retail inf

The Tata group overall has been one of the biggest wealth creators in the last one year. You pick any stock be it TCS, Tata Steel, Tata Motors, Titan or Tata Power; they have all given exceptional returns in the last one year. But two stocks have sto

Should you invest in Nykaa IPO? The success story of Zomato has motivated a lot of new age start-ups to file DRHP. Start-ups lining up in IPO queue includes big names like Paytm, Policy Bazaar, Delhivery and Nykaa. In the upcoming IPO, Nykaa

As Oravel Stays, the company that owns and operates the OYO brand, gets set for its Rs.8,430 crore IPO, it is likely to face a roadblock from a 6 year old deal that had failed. This pertains to the proposed acquisition of Zostel and Zo Rooms by OYO i

Rakesh Jhunjhunwala is not called the Warren Buffett of India without reason. He is known to bet big on stories that he finds convincing. Titan is, perhaps, the finest example of his acumen in picking stocks early and holding them through its journey