For most of the past year, AI stocks have felt almost unstoppable. Each earnings season seemed to bring another rally, another wave of bullish forecasts, and renewed excitement around the…
When Oracle shares plunged roughly 11% after earnings, it wasnβt because the company was failing. In fact, demand for its AI infrastructure is booming. The trigger was something far more…
BSE 500 stocks have been at the centre of my attention over the last few months, and honestly, the market hasnβt been straightforward. An overwhelming majority of stocks felt pressure…
If thereβs one thing Iβve learned while closely tracking Indiaβs energy sector, itβs this: energy policy is never just about fuel. Itβs about kitchens, balance sheets, political choices, and the…
Adani Enterprises Ltd has made a move that feels far bigger than a routine transaction; it feels like a signal.Β And when I read that it has decided to exit…
As I closely track every Union Budget, Iβve noticed thereβs a pattern: most big transformational initiatives in economics rarely come from any headline-grabbing announcements. But they are often driven internally,…
When I track major restructuring stories in Indiaβs financial sector, very few stand out the way the acquisition of Reliance Capital by IndusInd International Holdings Ltd (IIHL), part of the…
Over the past few weeks, Iβve been closely tracking midcap stocks, and something interesting stood out to me: a cluster of midcap companies quietly hitting their 52-week highs, with some…
Iβve followed the markets long enough to know that sometimes prices move not because of earnings, not because of policy, but simply because of perception. Thatβs 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 wasnβt just the price move that caught my attention; it was the combination of improving fundamentals and selective analyst upgrades that caught my interest.…
SoftBank Group has spent the past couple of years in quiet, cautious mode, almost uncharacteristically restrained. Even the boldest investors would have paused like this. So when I came across…
