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Reports of SaaS's death at the hands of AI have been greatly exaggerated

New Delhi, Feb. 27 -- The AI scare has come knocking on the doors of Indian IT sooner than expected. Spooked by rapid advances in agentic AI, the Nifty IT has erased 20% of investor wealth this month,... Read More


Religare Enterprises: Can a demerger fix what poor governance had broken?

New Delhi, Feb. 23 -- On 14 February, the boards of Religare Enterprises Ltd (REL) and Religare Finvest Ltd (RFL) approved a demerger of its insurance and financial services businesses into two separa... Read More


Marico's shopping spree powers growth, but also raises the stakes

New Delhi, Feb. 18 -- Marico has bucked the trend of sentiment slowdown in FMCG. The stock has appreciated almost 24% over the past year, while rising competition amid choppy demand has led to a 2% co... Read More


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