I’ve followed the markets long enough to know that sometimes prices move not because of earnings, not because of policy, but simply because of perception. That’s exactly what caught my…
For a long time, jewellery stocks sat quietly in the background of the Indian stock market. They were considered stable, culturally important businesses, but rarely exciting from a returns perspective.…
When cement stocks rallied sharply, it wasn’t just the price move that caught my attention; it was the combination of improving fundamentals and selective analyst upgrades that caught my interest.…
During quarterly earnings call earlier this month, Yoshimitsu Goto, CFO of Japan's SoftBank Group, shared the company’s updated investment strategy. After two years in "defensive mode," SoftBank, one of the…
India’s GDP growth slowed to 5.4% in Q2 FY25, down from 8.1% in the same period last year and 6.7% in the previous quarter, as per government data. Economists had…
Over the years, I’ve learned that markets rarely move in straight lines. They surge, stumble, panic, recover, and then repeat the cycle. So when news broke about bribery allegations involving…
As someone who closely tracks global aviation and consumer-sector trends, I’ve learned that airline earnings reports often reveal far more than just numbers. They quietly expose shifting business models, changing…
The stock market can be humbling, even for the most confident investors, and Thursday morning was a reminder of that. The numbers were hard to ignore when I opened the…