2025-05-31
Ravi Mehta
This blog provides a detailed analysis of Vodafone Idea’s Q4 FY25 financial results, its newly announced ₹20,000 crore fundraising plan, and the overall risk-reward scenario for investors. It examines the company’s revenue trends, debt burden, ARPU improvement, and competitive landscape in India’s telecom sector.
A major legal blow has landed on Donald Trump’s trade policy ambitions. A U.S. trade court has ruled against his attempt to unilaterally impose tariffs on over $300 billion worth of Chinese goods, calling it an overreach of presidential power. This decision reshapes the future of U.S.-China trade relations and raises important questions about executive authority, economic strategy, and global mark
Ola Electric Q4 FY25 Results: Net loss widens to ₹870 crore as revenue plunges 62% YoY. EBITDA loss doubles, shares remain 60% below peak, and market share continues to slip. Read full financial highlights and performance review.
2025-06-23
Niranjan Ghatule
Massive protests erupt in Pakistan after the US launches a surprise attack on Iran. While Pakistani citizens stand firmly with Iran, anger grows against the double-faced policies of their own government and military. The controversy intensifies as Pakistan had just nominated President Trump for the Nobel Peace Prize before the attack.
After US airstrikes on Iran's nuclear sites, President Trump signals regime change, directly threatening Supreme Leader Khamenei while Iran retaliates against Israel with missile attacks.
A terrifying suicide bombing at a Damascus church shocks Syria amid escalating Iran-Israel war and US airstrikes on Iranian nuclear sites. As tensions in the Middle East reach a boiling point, the brutal attack raises new fears of widespread regional conflict.
2025-06-23
Niranjan Ghatule
Jefferies upgrades Polycab with a target price of Rs 7,150 citing strong order book and improving FMEG margins. Stock rises 5% but remains 17% below all-time high amid Ultratech and Adani competition.
Jeffries' top strategist Christopher Wood, known for his bullish stance on Indian equities, has issued a serious warning about high valuations and heavy equity supply in the Indian stock market. After a strong rally since April 2025, Wood cautions that midcap valuations are dangerously high and promoter selling is surging. This blog explains the risks, recent large deals, sector outlook, and Wood'
Global brokerages Morgan Stanley and CLSA have shared their latest views on the Indian IT sector. While Morgan Stanley remains cautious, highlighting muted growth and advising trimming on rallies, CLSA expects a V-shaped recovery driven by strong BFSI demand.
2025-06-20
Niranjan Ghatule
India achieves a major milestone in global aviation as Reliance Aerostructure partners with France's Dassault Aviation to manufacture Falcon 2000 business jets in Nagpur. This historic move not only strengthens India’s ‘Make in India’ vision but also positions the country among global aviation leaders like the US, France, Canada, and Brazil.
Trend Ltd has captured investor attention with back-to-back action in its stock following a recent analyst meet. While no specific data or guidance was shared, the company’s strategic shift toward market share expansion, focus on in-house brands like Zudio, and exploration of new categories such as beauty, innerwear, and footwear reflect its evolving growth ambitions.
edanta Limited has sold a 1.6% stake in Hindustan Zinc Limited for INR 3,028 crore as part of its ongoing demerger and deleveraging strategy. This move strengthens its balance sheet while reflecting investor confidence. Despite the sale, Vedanta shares traded 1% lower at Rs 454 on June 18, 2025.
2025-06-21
Niranjan Ghatule
SEBI has proposed strict regulations on the use of Artificial Intelligence (AI) and Machine Learning (ML) in stock market operations. From algorithmic trading to portfolio management and advisory services, AI is transforming financial markets.
India may be on the verge of its biggest-ever oil discovery in the Andaman Sea. With potential reserves comparable to Guyana’s massive oil fields, this find could revolutionize India’s energy security, reduce dependence on imports, and drive multi-trillion dollar GDP growth.
The National Payments Corporation of India (NPCI) has implemented new UPI rule changes from June 16, reducing transaction time by 50 percent. Payments will now complete within 15 seconds, with faster reversals and status checks. Upcoming changes in 2025 will introduce beneficiary bank name display, balance check limits, and restricted auto-pay timings, aiming to improve user experience and reduce
2025-06-10
Ravi Mehta
China's rare earth export restrictions have sent shockwaves through the global auto industry, causing serious disruptions. Major Indian automakers like Maruti Suzuki have halted production and delayed the EV Brezza launch, while others like Bajaj Auto and TVS Motors warn of potential output cuts
After finally clinching their maiden IPL title in 2025, Royal Challengers Bangalore may soon see a major shift in ownership. Diageo, the current owner, is reportedly exploring a sale due to growing regulatory pressure. Here's how this could reshape IPL’s future
This article explores the latest brokerage views on Tata Motors following its Q4 results and global trade developments. It covers contrasting ratings and target price revisions from Jefferies, CLSA, Goldman Sachs, and Macquarie, with a special focus on JLR's performance, tariff impacts, and future outlook.
