2025-05-19Niranjan Ghatule
This article covers Morgan Stanley’s insights on Q4 earnings based on the results declared so far. It highlights key trends in revenue growth, EBITDA margins, sector performance, and how companies across Nifty, mid-cap, and small-cap segments have fared against market estimates.
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2025-05-16Niranjan Ghatule
India's defence stocks are on fire! After Operation Sindoor and news of a possible ₹500 crore additional defence allocation, the Nifty Defence Index is up nearly 50% in just 3 months. Major defence companies like Paras Defence, Garden Reach Shipbuilders, and Data Patterns have delivered over 80-100% returns. Learn what's driving this rally and what it means for investors.
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2025-05-16Niranjan Ghatule
Cochin Shipyard is emerging as a key player in India's defense manufacturing drive amid rising geopolitical tensions. With a strong order book, growing revenues, global collaborations, and a sharp surge in its stock price, the PSU is well-positioned to benefit from the country’s focus on self-reliance in defense.
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2025-05-15Niranjan Ghatule
Discover where the big money flowed in April as we break down the sector-wise investment trends of Mutual Funds (MFs) and Foreign Institutional Investors (FIIs).
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2025-05-08Niranjan Ghatule
Tata Motors shares rally 3% for the second day as hopes rise for a US-UK trade deal that could remove tariffs on Jaguar Land Rover vehicles. With 78% of Tata Motors’ revenue coming from JLR and 22% of JLR’s sales driven by the US market, this deal could significantly boost the company’s fortunes.
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2025-04-21Niranjan Ghatule
The Indian IT sector faces a major blow as Foreign Institutional Investors (FIIs) offload $1,614 million worth of equities in the first half of April 2025 — the highest sectoral outflow since June 2024. Let’s take a closer look at what’s behind this heavy selling and what it could mean for the market.
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2025-04-17Niranjan Ghatule
Waaree Renewable Technologies posts record Q4 FY25 results! Profit jumps 83% YoY to ₹94 Cr, revenue surges 74% to ₹476 Cr. Strong order book, margin expansion, and highest-ever cash flow. Full-year PAT up 61% to ₹229 Cr. Read the full financial breakdown!
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2025-04-13Niranjan Ghatule
As March 2025 wrapped up, mutual fund portfolios across the industry revealed intriguing shifts. The timing is no coincidence — with global tariff headlines looming and the Q4 earnings season about to unfold, fund managers were actively repositioning their bets. This early move provides retail investors a fascinating glimpse into where the “smart money” has started parking itself.
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2025-03-16Niranjan Ghatule
This article provides a comprehensive overview of key market events, corporate actions, and global economic indicators for the week of March 17-21, 2025. It highlights crucial updates on India’s WPI inflation, corporate board meetings, global central bank decisions, and major economic data releases from the U.S., China, Eurozone, UK, and Japan.
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2025-03-15Niranjan Ghatule
This article provides insights into the stocks recently bought by top mutual fund schemes in February 2025. It covers the latest investment trends of Parag Parikh Flexi Cap, HDFC Flexi Cap, Quant Small Cap, and Tata Small Cap funds. By analyzing these investments, readers can understand which sectors and companies are attracting institutional interest.
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