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FMCG's urban nightmare: Will these stocks get their mojo back?

New Delhi, June 9 -- A well-worn, even if possibly apocryphal, anecdote from Wall Street is that during a prolonged bear market in the 1960s, a horde of disgruntled investors landed at the office of a... Read More


Mint Primer | India Inc's report card: Headwinds take a toll in Q4

New Delhi, June 6 -- The Q4 earnings season has come to an end, with multiple sectors impacted by weak consumer sentiment, margin pressures and global macroeconomic uncertainties. However, some did we... Read More


Operation Sindoor: Booming defence stocks carry a message for investors

New Delhi, May 26 -- To paraphrase the ancient Greek statesman and general Pericles, just because you do not take an interest in geopolitics, doesn't mean geopolitics will not take an interest in you.... Read More


Do your favourite bank stocks pass the 'Buffett filter'?

New Delhi, May 14 -- Writing to his shareholders in 1990, investing legend Warren Buffett was at his candid best when describing his stance towards bank stocks. "The banking business is no favourite o... Read More


Mint Primer: What IT companies' Q4 show means for investors

New Delhi, April 30 -- Global macroeconomic headwinds, a once-in-a-generation technological shift, and a mercurial occupant of the White House - the Indian IT sector clearly has its plate full. The Q4... Read More


Mint Primer: Will gold soon touch Rs.1 lakh/10gm?

New Delhi, April 22 -- While many of us have been obsessing over portfolio strategies, a simple nostrum from our grandmothers-"buy gold!"-is beating almost every asset class, not just in India but glo... Read More


Quick commerce, long payback: Can Zomato and Swiggy deliver returns to shareholders?

New Delhi, April 21 -- Summer of 1997. The dotcom boom was in full swing on Wall Street. Venture capital firms, investment banks and retail investors were in a mad scramble to get their hands on anyt... Read More


Mint Primer: What Trump's tariff tantrums mean for investors

New Delhi, April 10 -- US President Donald Trump has done it again - stumped the markets with his brand of shock-and-awe policymaking. Not just opponents, even top administration officials seem to be ... Read More


Black Monday: The new Don of Dalal Street

New Delhi, April 7 -- A truly enlightened being, the Bhagavad Gita informs us, is one who treats friend and foe alike. By this measure at least, US President Donald Trump might be the very definition ... Read More


Mint Primer | Warren Buffett says konnichiwa to Japan: Why?

New Delhi, March 21 -- The billionaire-led Berkshire Hathway earlier this week disclosed it had increased its shareholding in Japan's five biggest trading houses. The Omaha-based conglomerate hiked it... Read More