India’s infrastructure investment trust sector is on track to transition four to five private trusts to public listings by March 2027, boosting liquidity and broadening ownership, as industry mulls further growth opportunities amidst rising investor participation. Four to five infrastructure…
Vedanta Ltd. is planning its third local-currency bond issuance in 2026, targeting at least 10 billion rupees to refinance existing debt amid rising interest rates and a strengthening rupee, signalling a strategic move to bolster liquidity and extend debt maturities.…
Indian investors are increasingly funneling funds into overseas AI stocks, prompting concerns over market concentration, valuations, and the sustainability of earnings , with seasoned funds reorienting towards tech amid warning signs of a bubble. Indian investors are finding it harder…
Indian stock markets declined over the week amid mounting concerns over US monetary policy, geopolitical tensions, and volatile trading conditions, despite a Friday rebound led by technology stocks and favourable crude prices. Indian equities ended the week lower as investors…
India’s defence sector is entering a robust phase with a new indigenisation list and government backing, offering significant opportunities but posing challenges for investors due to irregular order flows and high valuations. India’s defence industry is entering a stronger phase,…
Barclays warns that an intensifying El Niño could trigger a new wave of commodity shortages, affecting everything from food crops to industrial metals and energy markets, amid warnings of tighter global supply forecasts. Barclays is warning that a new commodity…
Kotak Mahindra Mutual Fund has introduced a new open-ended mutual fund scheme, the Kotak Quality Overseas Equity Active FoF Direct-Growth, aiming to deliver long-term capital appreciation through a focused overseas equity portfolio, with modest assets under management and low entry…
Despite solid first-quarter earnings and consistent dividends, Pfizer India’s reliance on established brands and mature product portfolio prompts debate over its growth potential and valuation attractiveness among investors. Pfizer Ltd. has been trading in a narrow range in India as…
Indian new-age tech shares experienced a choppy week, with mixed performances amid broader market weakness, volatility around derivatives expiry, and recent corporate moves, as investor sentiment remained subdued despite growing public offerings. Indian new-age tech shares ended another choppy week…
NTPC Ltd’s latest results reveal how a shift towards renewables is reshaping the economics of thermal power, with fixed charges underpinning profits despite declining energy sales, and highlighting the sector’s evolving role in India’s energy landscape. NTPC Ltd’s latest results…
India’s non-banking finance companies are entering a robust phase of recovery, driven by sustained loan growth, improved asset quality, and optimistic earnings upgrades, hinting at a potential new cyclical upswing. India’s non-banking finance companies are moving into a stronger phase…
Vanguard’s Indian equity holdings have expanded sharply, reaching Rs 96,715 crore by August 2026, with notable multibagger gains and new additions highlighting the fund’s increasing confidence in India’s growth story. Vanguard’s Indian equity book has continued to swell, with holdings…
