2025-06-07Niranjan Ghatule
India’s millionaire population has grown rapidly, outpacing global trends. Capgemini’s World Wealth Report shows 8.8% growth in HNWI wealth in India versus a global average of 2.6%. However, this rising prosperity also raises concerns about economic inequality and the future of inclusive growth.
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2025-06-06Ravi Mehta
Warren Buffett’s Berkshire Hathaway has fully exited from two major S&P 500 ETFs and significantly reduced its stakes in top banking stocks, sparking global speculation. Is Buffett anticipating a financial downturn, or is this a calculated portfolio shift toward stability?
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2025-06-03Niranjan Ghatule
This blog post provides an in-depth analysis of Morgan Stanley’s latest report on Indian food delivery and quick commerce companies, Swiggy and Eternal. It covers the brokerage’s investment rationale, growth projections, technical outlook, and market sentiment.
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2025-06-01Niranjan Ghatule
This week (June 2–6, 2025) is packed with crucial global and domestic economic indicators, policy decisions, and corporate actions that could influence markets worldwide. From RBI’s MPC meeting in India to the U.S. nonfarm payrolls and ECB rate decisions
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2025-05-27Niranjan Ghatule
This article explores the early arrival of the monsoon in India and its varied impact on key sectors like auto, FMCG, cement, power, and consumer durables. Understand which industries benefit and which face challenges as weather patterns shift earlier than expected.
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2025-05-25Ravi Mehta
A detailed preview of the key market cues for the week of May 26 to May 30, including macroeconomic data, earnings reports, corporate actions, and major global events that could influence market sentiment.
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2025-05-25Niranjan Ghatule
The Reserve Bank of India (RBI) has transferred a record ₹2.69 lakh crore dividend to the Government of India for FY25, surpassing all previous figures. This article explains how RBI earns its income, the reasons behind this massive transfer, and its impact on the economy, fiscal deficit, and stock markets. A must-read for investors and finance enthusiasts.
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2025-05-23Niranjan Ghatule
President Trump has reignited the trade war with a bold move—announcing a 50% tariff on the EU and threatening Apple with a 25% tariff unless iPhones are made in the USA. As markets react and the bond yield surges past 4.60%, this article explores the deeper implications for the economy, stocks, and why the bond market is the key signal to watch now.
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2025-05-23Niranjan Ghatule
Honasa Consumer (Mamaearth) stock hit the 20% upper circuit after its Q4 results, driven by strong volume growth, robust performance in focus categories, and promising FY26 guidance. This article dives into the key highlights, future outlook, and why the market reacted so positively.
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2025-05-22Niranjan Ghatule
Tata Teleservices (TTML) stock has surged nearly 35% in just two trading sessions following reports of a potential capital infusion by Tata Sons. This article explores the reasons behind the sudden rally, the financial pressure from AGR dues, and what it could mean for the company's future.
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2025-05-21Ravi Mehta
BSE is enhancing its scrutiny of SME IPOs by implementing Artificial Intelligence to detect irregularities and streamline the approval process. This article explores how AI is transforming IPO evaluation, improving transparency, and restoring investor confidence in the SME segment.
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2025-05-21Ravi Mehta
A sharp sell-off by FIIs, worth over ₹10,000 crore, surprised Indian markets yesterday. While there was no major domestic trigger, rising Japanese bond yields appear to be the key driver. As the Bank of Japan reduces its bond holdings through Quantitative Tightening, yields have surged, impacting the popular carry trade.
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