Exclusive

Publication

Byline

Aluminium up, cement down: geopolitics drives sector rotation

MUMBAI, May 4 -- Aluminium stocks are rallying while cement names are sliding as geopolitical tensions flare, underscoring a widening gap between globally linked metals and domestically driven materia... Read More


Market cap-to-GDP nears 2007 peak: expensive valuations, but not a bubble yet

Mumbai, April 30 -- India's stock market is back near levels last seen almost two decades ago, with the market cap-to-GDP ratio, or the Buffett Indicator, at 137.70% in 2025-its highest since 146.52% ... Read More


Most of the worst is already priced in, says Old Bridge MF's Kenneth Andrade

New Delhi, April 27 -- Kenneth Andrade, chief investment officer (CIO) of Old Bridge Mutual Fund and founder director of Old Bridge Capital Management, who views investing as a journey where one pays ... Read More


Lighter metal, heavier wallets: has the aluminium rally hit its melting point?

New Delhi, April 27 -- Investors who timed the metal rally well seem to have made quick gains, especially in aluminium stocks. Shares of most aluminium producers are now trading just a notch below the... Read More


Power transmission stocks rally-but are Hitachi, GE still good buys?

MUMBAI, April 20 -- As India's clean energy push accelerates, electricity is increasingly being generated far from where it is consumed-across solar parks and windy coastlines. Moving that power effic... Read More


Have the bulls returned to Indian equities?

New Delhi, April 15 -- Indian equities caught a strong bid on Wednesday, with both the Nifty 50 and the S&P BSE Sensex rallying nearly 2%, as easing tensions in West Asia lifted investor sentiment. Th... Read More


Fragile calm: War clouds still linger, re-escalation haunts equities

New Delhi, April 13 -- The breakdown in Iran-US negotiations could trigger a knee-jerk reaction in Indian equities, keeping markets volatile despite signs that investors are becoming less sensitive to... Read More


HAL's growth engines stall: Can record orders offset GE's delayed deliveries?

New Delhi, April 9 -- In a market where defence stocks have largely remained in favour despite severe geopolitical strain, Hindustan Aeronautics Limited (HAL) has been a bit of an outlier. The stock i... Read More


Why BofA takes a contrarian call cutting India's earnings estimates for second time in a row?

Mumbai, April 6 -- Despite rising optimism, Amish Shah, head of India research at BofA Global Research, remains unconvinced by the India outperformance story, expecting the country to lag its emerging... Read More


From sprint to stumble: Has the mad rush to invest in IPOs lost momentum?

Mumbai, April 6 -- Hunny Yadav, a 30-year-old communications consultant, says his initial public offering (IPO) journey began with a feeling. The kind you get when everyone around you seems to be maki... Read More