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Can the proposed PFC-REC merger revive their stocks?

New Delhi, Feb. 13 -- The potential merger of Power Finance Corporation Ltd (PFC) and REC Ltd (formerly Rural Electrification Corporation Ltd) returned to the headlines when the finance minister reviv... Read More


Three stocks turning around just as the market mood improves

New Delhi, Feb. 9 -- Markets are remarkably forgiving when the mood turns. Over the past few days, equity sentiment has staged a sharp turnaround. A relatively benign Union Budget 2026-27, improving g... Read More


Budget 2026: Auto sector left wanting

New Delhi, Feb. 1 -- Going into the Union Budget 2026-27, expectations from the automobile sector were decidedly high. While the budget was not hostile towards the sector, it was not ambitious either.... Read More


India-EU FTA: Tailwind or trouble for India's auto sector?

New Delhi, Jan. 30 -- The India-EU trade deal has failed to excite the Street, despite its brilliant optics as the "mother of all deals". Since the trade agreement was officially locked in on 27 Janua... Read More


Will rare-earth pivot extend Nalco's rally, or end it?

New Delhi, Jan. 22 -- Nalco recently grabbed headlines for its entry into critical minerals and rare-earth elements (REEs). Chairman and managing director Brijendra Pratap Singh mentioned on 19 Januar... Read More


China plans to stop subsidizing solar exports. Which Indian firms stand to benefit?

New Delhi, Jan. 16 -- For decades, pushing out exports has been China's top priority. A fifth of the economy is driven by exports, which have come under pressure of late as China-US relations have sou... Read More


HDFC Life Insurance sees steady Q3. But is the margin pain over?

New Delhi, Jan. 16 -- HDFC Life Insurance Company Ltd delivered a decent performance in the December quarter (Q3FY26), broadly in line with expectations. New business premium expanded 10% year-on-year... Read More


Adani's cement giant in the making - who wins and who loses?

New Delhi, Dec. 30 -- A pan-India cement "powerhouse" is in the works, according to the management of Ambuja Cements, one of the cement businesses housed under the Adani group. The Adani group's ceme... Read More


Zen Technologies: When the theme is hot, but the numbers are not

New Delhi, Dec. 22 -- India's focus on defence has sharpened steadily over the past few years. Operation Sindoor in May brought renewed attention to the country's defence capabilities and strengthened... Read More


Kaynes Technology: Hidden red flag or misunderstood giant?

New Delhi, Dec. 11 -- Kaynes Technology India Ltd's stock has corrected 16% since Kotak Institutional Equities' 3 December report flagged potential governance issues and accounting ambiguities. The K... Read More