Markets

Q2 FY27 Earnings Preview: Banking Margins, IT Discretionary Spend, and Auto Sector Trajectory
Corporate India kicks off the second-quarter earnings season. From Net Interest Margin (NIM) trends in major lenders to IT cloud renewals and automotive sales volumes, here is what Dalal Street is watching.

Why Are So Many Companies Coming to the IPO Market in 2026?
India’s IPO market is getting busy again. Here’s why companies are going public, what investors are looking for and what to check before applying.

The IPO Rush Is Back: What Is Driving India’s Boom?
India’s IPO market has come roaring back in August. We look at what is behind the listing boom and why investors should still be selective.

Indian Stock Market in 2026: What Is Driving Investors?
India’s stock market is being pulled in different directions by foreign flows, oil prices and global uncertainty. Here’s what investors are watching.

From Funding Winter to IPO Boom: How Indian Startups Engineered the Profitability Pivot
The era of zero-interest venture subsidies is over. Indian technology founders have traded vanity valuations for positive unit economics, domestic mutual fund backing, and Dalal Street listings.

AI Tech Bubble or Structural Transformation? Evaluating Valuation Risks Across Global Equities
Hyperscalers are deploying hundreds of billions into chips and energy infrastructure, yet software monetization lags capex. Is this a replay of the 1999 dot-com bubble or a durable productivity cycle?

Small-Cap Cooling: Guide to Rebalancing Into Large-Caps
As midcap and smallcap valuations reach historical highs, learn how to rebalance your equity portfolio into stable, institutional-grade large-cap stocks.

Rupee Gains as FII Inflows Resume: GIFT Nifty Signals
A renewed wave of foreign investment has pushed the Rupee higher against the Dollar, while GIFT Nifty trends hint at a strong opening for equities.

Q1 Banking Scorecard: Margins, Credit and Asset Quality
An extensive quarterly analysis of India’s banking sector, examining why margin pressure is testing lenders even as overall credit growth remains healthy.

Dalal Street's 270-Point Surge: IT & Auto Power Nifty
A chronological breakdown of how domestic markets shrugged off global uncertainty, with tech and auto stocks driving a major intraday breakout.

Global Tech Jitters vs. Indian IT: A Structural Deep Dive
Why Indian IT service giants are holding steady and outperforming broader benchmarks despite massive valuation swings across Silicon Valley AI stocks.

Auto Sector: Why Mahindra & Heavy Vehicles Are Winning
An in-depth corporate case study examining how infrastructure demand, rural recovery, and SUV market dominance are driving massive gains for auto stocks.

US Fed Holds Rates Steady: What It Means for Indian Traders
Got questions about the US Fed's latest policy decision? Here's a breakdown of what happened and how it impacts your stock portfolio.

Pharma Sector: Regulatory Approvals vs Market Risks
A comprehensive analysis of Indian healthcare equities, balancing new regulatory drug approvals against persistent export compliance risks.

Stop chasing the next hot stock tip: Why process beats prediction
Every bull market produces a fresh crop of 'sure-shot' tips. Here's why acting on them is usually a losing game.

How foreign investor flows move the Indian stock market
Why FII buying and selling gets so much attention, and how much weight retail investors should actually give it.

What is the RBI repo rate, and how does it affect your EMIs?
A plain-language guide to the repo rate, why the RBI moves it (or holds it), and what it means for borrowers and savers.

Why the rupee-dollar exchange rate matters for your money
A steady or shifting rupee affects more than travellers and importers — here's how it touches everyday finances.

Small-cap mutual funds and liquidity risk: what to check
Why small-cap fund liquidity draws regulatory attention, and how to evaluate this risk before you invest.
The Morning Bulletin
A round-up of our latest explainers on markets, the economy and personal finance. Email us to be added to the list.
Subscribe by emailWe only use your address to send the newsletter, and you can ask to be removed at any time.