2025-11-13
Niranjan Ghatule
Tata Motors Commercial Vehicles delivered strong Q2 FY26 results with 12% volume growth, improved margins, record H1 free cash flow, successful demerger, EV expansion, and a robust outlook driven by GST reforms, festive demand, and infrastructure growth.
Tesla shareholders have approved a historic $1 trillion pay package for Elon Musk, paving the way for him to become the world’s first trillionaire. The deal ties Musk’s reward to ambitious goals, including 1 million robo-taxis and leadership in robotics and AI.
Avenue Supermarts (D-Mart) reported its Q2 FY26 results with revenue rising 15.4% year-on-year to ₹16,218.79 crore and net profit growing 5.1% to ₹746.55 crore. The company maintained a steady profit margin despite higher expenses and inflationary pressures.
2025-11-17
Niranjan Ghatule
China strongly responds to Japan’s recent Taiwan-related comments, citing historical agreements and urging Japan to honor commitments from key diplomatic documents.
China has raised strong concerns over Japan’s recent military and security policy shifts, including ambiguous remarks on the Three Non-Nuclear Principles, discussions on acquiring nuclear-powered submarines, and moves toward amending Article 9 of the Constitution.
China condemns the U.S. approval of a USD 330 million arms sale to Taiwan involving F-16, C-130, and Indigenous Defense Fighter components, calling it a violation of the one-China principle and a dangerous signal to pro-independence forces.
2025-10-27
Niranjan Ghatule
Kotak Mahindra Bank’s Q2FY26 results showed steady loan growth and improving asset quality but pressure on margins. Major brokerages, including Morgan Stanley, UBS, Jefferies, and BofA Securities, shared mixed to positive views.
Tata Motors Q1 FY25 PAT falls 30% YoY to ₹3,924 crore, hit by weak JLR demand, tariff uncertainty, and margin pressure. Brokerages give mixed ratings with targets ranging from ₹550 to ₹805, highlighting strong CV performance but challenges in PV and JLR segments.
SBI Research, in its August 1, 2025 report, has warned that the 25% U.S. tariffs on Indian goods could backfire on America. The report highlights a potential 2.4% inflation spike, a USD 2,400 annual cost increase for U.S. households, and a GDP drag of up to 50 basis points. It calls the tariffs a “bad business decision” with greater negative impact on the U.S. economy than on India.
2025-10-25
Niranjan Ghatule
Porsche AG has reported its Q3 2025 financial results, revealing a sharp decline in profits due to extraordinary expenses and U.S. tariffs, yet showcasing strong automotive cash flow and record deliveries in key markets
Suzlon Energy’s latest shareholding data for September 2025 reveals that promoters, FIIs, and DIIs slightly reduced their stakes, while public investors continued increasing their holdings.
Jaguar Land Rover (JLR) reported a 24.2% drop in wholesales and a 17.1% decline in retail sales for Q2 FY26, impacted by a major cyber incident, the planned wind down of legacy Jaguar models, and higher U.S. tariffs. CEO Adrian Mardell confirms phased restart of manufacturing and recovery efforts underway.
2025-11-12
Niranjan Ghatule
India’s retail inflation hits a record low of 0.25% in October 2025, far below the estimated 0.48%. The CPI data reflects falling food prices but raises concerns about economic slowdown and weak demand. Here’s how it impacts RBI’s policy and market sentiment.
The Finance Ministry released India’s monthly accounts up to August 2025 for FY 2025-26. Receipts stood at ₹12.82 lakh crore (36.7% of BE), while expenditure reached ₹18.80 lakh crore (37.1% of BE). Key highlights include higher tax devolution to states, major subsidies, and focus on capital expenditure.
India’s state budgets for FY 2024-25 show stark fiscal contrasts. Uttar Pradesh, Odisha, and Jharkhand post strong revenue surpluses, while Andhra Pradesh, Tamil Nadu, and Punjab face rising deficits due to subsidies and committed spending. Full analysis of figures, trends, and drivers.
2025-08-20
Niranjan Ghatule
Donald Trump’s decision to impose 50% tariffs on India’s Russian oil imports while sparing China has triggered global criticism. U.S. Treasury Secretary Scott Besant defended the move by citing India’s sharp rise in Russian oil imports from under 1% to 42%, accusing New Delhi of profiteering.
India and Saudi Arabia sign a historic intelligence-sharing agreement, marking a major strategic shift in Gulf diplomacy. As counter-terror ties deepen, Pakistan’s long-held influence in the Arab world begins to erode.
Reliance Industries posted a 78% YoY jump in Q1FY26 net profit, driven by stake sale gains and strong growth in Jio and Retail, while O2C remained soft. Top brokerages like Motilal Oswal, Jefferies, HSBC, Nomura, and Nuvama reiterated “Buy” ratings, citing long-term growth potential from new energy, telecom, and a recovering retail segment. Here's a detailed roundup of brokerage views and growth
