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HDFC Bank falls on governance rumours: an opportunity or a warning?

New Delhi, March 31 -- It has been a tough month for Indian investors with broad market indices slipping 7-9%. Against this war-driven, gloomy backdrop, one stock has had it particularly rough: HDFC B... और पढ़ें


How do excise cuts change India's oil sector math?

New Delhi, March 30 -- Despite Brent crude at $115 a barrel, shares of oil marketing companies (OMCs) Indian Oil Corp Ltd (IOCL), Hindustan Petroleum Corp Ltd (HPCL), and Bharat Petroleum Corp Ltd (BP... और पढ़ें


Can the Sterling demerger revive Thomas Cook's fortunes?

New Delhi, March 26 -- Thomas Cook India announced the demerger of its resorts and resort management business into Sterling Holiday Resorts Ltd (SHRL) on 20 March. Investors were not enthused, and the... और पढ़ें


Cement demand holds up, but can it offset rising cost pressures?

New Delhi, March 19 -- Cement stocks were on a steady run earlier this week before Thursday's pullback, as broader markets came under pressure from rising crude prices following fresh attacks on key e... और पढ़ें


Three segments quietly winning amid war, oil shocks, and the market bloodbath

New Delhi, March 8 -- The escalation of the West Asia conflict, resulting in the assassination of Iran's supreme leader, the choking of the Strait of Hormuz, and Iran's retaliation on neighbouring cou... और पढ़ें


Oil marketing companies under pressure as peak earnings meet rising geopolitical tail risks

New Delhi, March 3 -- The market's reaction to the joint US-Israel strikes on Iran wasn't exactly subtle. The war is choking the Strait of Hormuz, hurting tanker flows and causing oil markets to react... और पढ़ें


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,... और पढ़ें


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... और पढ़ें


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... और पढ़ें


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... और पढ़ें