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IT earnings: One eye on FY26 guidance, the other on midcaps

New Delhi, April 8 -- Investors in Indian IT stocks have stepped into FY26 on an anxious note. The latest blow: newly announced reciprocal tariffs by the US, which threaten to further derail the secto... Read More


EM earnings brace for tariff wrath

New Delhi, April 7 -- US President Donald Trump's decision to levy reciprocal tariffs on trading partners has opened a can of worms for emerging market (EM) equities. A 10% baseline tariff is levied o... Read More


Can India dodge Trump's trade tariff bullet? Depends on the sector and trade pact talks

New Delhi, April 3 -- US President Donald Trump announced sweeping reciprocal tariffs on its trading partners on 2 April, a move aimed at reducing the country's dependency on foreign products amid its... Read More


Manufacturing PMI rebounds-but don't celebrate just yet

New Delhi, April 2 -- After falling to a 14-month low of 56.3 in February, the seasonally adjusted HSBC India Manufacturing PMI rebounded to 58.1 in March, marking its highest level in eight months. A... Read More


Can L&T's order wins pave way for re-rating?

New Delhi, April 1 -- Financial year 2026 (FY26) has kicked off on a strong note for Larsen & Toubro Ltd (L&T), with the company announcing on Tuesday that its power transmission and distribution vert... Read More


Can L&T's order wins pave way for re-rating?

New Delhi, April 1 -- Financial year 2026 (FY26) has kicked off on a strong note for Larsen & Toubro Ltd (L&T), with the company announcing on Tuesday that its power transmission and distribution vert... Read More


Likely UK plant closure a positive for Ashok Leyland. High promoter pledge isn't.

New Delhi, March 27 -- Ashok Leyland Ltd's step-down e-bus subsidiary Switch Mobility Ltd (Switch UK), is cutting its losses. Post market hours on Wednesday, Ashok Leyland announced that the board of ... Read More


Is the cement sector consolidation at its fag end?

New Delhi, March 26 -- After the Adani Group's entry into the cement sector in 2022, the industry has been undergoing a phase of consolidation. Big cement companies want to get bigger amid the intense... Read More


FMCG stocks are usually a good defensive bet. So why are they underperforming now?

New Delhi, March 24 -- The fast-moving consumer goods (FMCG) sector is usually touted as a defensive play, given its non-cyclical nature as these companies sell essential goods. Small wonder then that... Read More


Robust demand for office spaces to give occupancies a leg-up

New Delhi, March 18 -- Grade-A office spaces are seeing a drop in vacancy levels, along with improving occupancies, as the leasing trajectory is likely to maintain the good run in the March quarter (Q... Read More