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Can Federal Bank's big pivot pay off? Strategy 4.0 bets on long-term rebound

New Delhi, Aug. 6 -- Federal Bank shares haven't fared too well so far this year, yet some analysts are optimistic that it is poised for a re-rating as its transformation strategy kicks in over the ne... Read More


Federal Bank underperforms Nifty Bank sharply in 2025, but the best may be yet to come

New Delhi, Aug. 6 -- Federal Bank shares haven't fared too well so far this year, yet some analysts are optimistic that it is poised for a re-rating as its transformation strategy kicks in over the ne... Read More


Why does a stronger US dollar spell trouble for Indian equities?

Mumbai, Aug. 1 -- Prolonged periods of a strong US dollar are often associated with underperformance in emerging market equities. In the month leading up to June end, when the US Dollar Index (DXY) f... Read More


Not too worried about markets as strong flows are unlikely to taper off soon, says WhiteOak's Mantri

New Delhi, July 28 -- India faces external risks even as the domestic economy stays on a solid footing, according to Ramesh Mantri of WhiteOak Capital Asset Management Co. Improving domestic growth, ... Read More


Auto stocks are surging-even as sales sputter and supply risks rise

New Delhi, July 23 -- Mumbai: India's auto and auto ancillary stocks are on a tear-even as sales sputter and supply chain clouds gather. known auto component makers have posted triple-digit stock mar... Read More


Markets are euphoric, even minor earnings misses can trigger sharp volatility, says DSP MF's Kalpen Parekh

New Delhi, July 21 -- Earnings need to pick up and even a minor disappointment could trigger sharp volatility given that the valuations are still driven by past growth, according to Kalpen Parekh of D... Read More


No whiplash, no windfall? Arbitrage funds face quiet markets

New Delhi, July 17 -- So far in 2025, the Nifty 50 has stayed largely in cruise control- moving within a band of 23,644 to 25,185 levels. With market volatility cooling in recent weeks, an important q... Read More


Have markets jumped the gun on CDMO stocks?

New Delhi, July 15 -- The initial public offering of Bengaluru-based Anthem Biosciences, a contract research and innovation provider, has thrown the spotlight on India's Contract Development and Manuf... Read More


Contract drug developers and manufacturers are booming, and Anthem's IPO just turned up the heat

New Delhi, July 15 -- The initial public offering of Bengaluru-based Anthem Biosciences, a contract research and innovation provider, has thrown the spotlight on India's Contract Development and Manuf... Read More


CDMOs are booming, and Anthem's IPO just turned up the heat

New Delhi, July 15 -- The initial public offering of Bengaluru-based Anthem Biosciences, a contract research and innovation provider, has thrown the spotlight on India's Contract Development and Manuf... Read More