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Phoenix Mills offers a cheaper retail proxy. Real estate is the risk

New Delhi, April 9 -- Shares of The Phoenix Mills Ltd have risen nearly 8% in the past two sessions, buoyed by its March-quarter (Q4FY26) business update. While the quarter was robust for its retail c... Read More


How transshipment shielded Adani Ports from war headwinds in March

New Delhi, April 7 -- Adani Ports and Special Economic Zone Ltd stock has fallen by about 10% to Rs.1,376 since the West Asia conflict began on 27 February. The fall would have been steeper if not for... Read More


Why Ather Energy could benefit from the oil price shock

New Delhi, April 1 -- Amid the oil shock triggered by the war in West Asia, one sector that stands to benefit is electric vehicles (EVs). Consumer preference for EVs could increase if the war drags on... Read More


From 'next HDFC' to reality check: What's ailing Bajaj Housing Finance?

New Delhi, March 30 -- The stock of mortgage lender Bajaj Housing Finance Ltd hit a new 52-week low of Rs.75 on Friday. It is now just 9% higher than its public issue price of Rs.70 in September 2024.... Read More


Why SBI Life is winning the valuation game vs HDFC, ICICI Prudential

New Delhi, March 25 -- The stock of SBI Life Insurance Company, India's largest private life insurer by market capitalization, has gained 17% over the past year. In contrast, HDFC Life Insurance Compa... Read More


Eternal: Zomato turf intact, but Blinkit may face a new threat

New Delhi, March 18 -- Eternal Ltd's stock fell for 18 consecutive sessions till Friday, losing nearly a quarter of its value to Rs.216. It is rare for a Nifty50 index constituent to have such a long ... Read More


What's fuelling the Bharat Forge stock rally, and will it continue?

New Delhi, March 9 -- Bharat Forge Ltd stock hit an all-time high of Rs.1,935.50 on Friday. It's up 24% so far in 2026, making it the best performer in the Nifty Auto index. Ashok Leyland Ltd is a dis... Read More


UPL restructuring spooks investors, Street assumes 40% holding company discount

New Delhi, Feb. 23 -- UPL Ltd has announced a massive restructuring exercise aimed at simplifying its complex holding structure. In reaction, the Street dragged down its shares by a whopping 15% on Mo... Read More


Paytm may look cheap next to PhonePe-but that could be a trap

New Delhi, Feb. 19 -- Shares of One 97 Communications Ltd, parent of fintech firm Paytm, have been in focus amid news flow around the potential valuation of PhonePe's upcoming public issue. The intere... Read More


Bajaj Finance is sacrificing immediate profits for long-term safety. Will it succeed?

New Delhi, Feb. 4 -- Bajaj Finance Ltd's consolidated profit after tax for the December quarter (Q3FY26) is up 23% year-on-year to Rs.5,317 crore if accelerated provisions for expected credit loss (EC... Read More