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Markets eye stock re-ratings post release of govt's consumption expenditure data

New Delhi, Feb. 27 -- Following the government's capex-push led surge in infrastructure shares such as L&T, the stock market is likely to shift its focus to the consumption story, particularly in rura... Read More


Grasim's big-ticket paints entry adds new colour to the stock

New Delhi, Feb. 26 -- "Birla Opus" is poised to become a familiar name. Indeed, if Grasim's plans work out, you could soon, quite literally, be seeing Opus plastered all over walls, since Birla Opus i... Read More


Can Perplexity do to Google what Microsoft did to IBM back in the day?

New Delhi, Feb. 23 -- Perplexity, the new kid on the AI block, offers an intriguing business model that closely resembles how users interact with platforms like ChatGPT or Gemini. Essentially acting a... Read More


Can Perplexity do to Google what Microsoft had done to IBM back in the day?

New Delhi, Feb. 23 -- Perplexity, the new kid on the AI block, offers an intriguing business model that closely resembles how users interact with platforms like ChatGPT or Gemini. Essentially acting a... Read More


JSW Steel is a long-term bet that needs many pieces to fall in place

New Delhi, Feb. 22 -- Recent reports that companies such as JSW Steel, Tata Steel, are all bidding enthusiastically in coal auctions have surprised nobody, as steelmakers globally strive to secure sup... Read More


Novelis could be a good bet if valuations top $10 bn

New Delhi, Feb. 22 -- In May 2023, Centrum Broking estimated the implied market cap of US-based aluminium manufacturer, Novelis, at approximately $9.7 billion. It was an "implied" market cap as Novel... Read More


Beyond the flight: The critical gap in India's aviation accessibility and rights

New Delhi, Feb. 19 -- The Directorate General of Civil Aviation (DGCA) has issued a show-cause notice to Air India following an incident where an 80-year-old man collapsed and died at Mumbai's Chhatra... Read More


Reversal of pricing reforms for oil PSUs is capping their stocks' upside

New Delhi, Feb. 17 -- The recent run up in the stock prices of many state-owned companies, including those in the energy sector, is impressive, and the rally could continue. Investment bank Jefferies ... Read More


India's most valuable conglomerate is an odd one. It's run by a professional

New Delhi, Feb. 15 -- About a week ago, on 6 February, the Tata Group became India's first conglomerate to race past a combined valuation of Rs.30 lakh crore, or Rs.30 trillion. India's next most-valu... Read More


A silver lining for India in Pakistan's political drama replay

New Delhi, Feb. 13 -- The people of Pakistan appear to have spoken - if not resoundingly enough, at least loudly - against the army's overwhelming dominance in the country's politics. However, with t... Read More