Jio’s IPO Is Priced for a Future Reliance Hasn’t Built Yet
A 2.5% Jio stake offering sits on the table, and nobody knows what to do with it — not because the opportunity lacks clarity, but because the price ta…
India Stocks
Infosys Is Automating the Work It Sells
Infosys just announced a partnership designed to make software development faster and cheaper — and the market shrugged, either a sign of fatigue or a…
Dapagliflozin Got the Headline. Generic Erosion Got the Portfolio.
On January 1, 2026, Lupin’s share price sat at 2,191 INR. By late March it had climbed to 2,344. Now it’s at 2,294. An FDA approval just landed. Someh…
WTI Jumped $28 in Eight Weeks. HPCL Hasn’t Figured Out Who Pays for That Yet.
WTI crude settled at $93.5 per barrel as of April 2026. Eight weeks ago it was $65.2. HPCL’s stock hasn’t priced that gap the way it should have — and…
India Wants to Make Its Own Magnets. That Sentence Alone Should Tell You Something.
Something is shifting in the room — not the numbers, not the headlines, but the posture. Indian energy developers have been playing defense for years,…
TCS Fell 23% Since January. The Dividend Crowd Still Isn’t Listening.
TCS has shed 23% from its January 20 peak of 3,296 INR to the current 2,533 INR, and the stock is now sitting less than 8% above its 52-week floor. Th…
DMart’s Private Label Bet Is the Number BofA Didn’t Mention
On January 1, 2026, DMart was trading at 3,841.6 INR. By April 7, it had crossed 4,500. That’s a 17% move in roughly one quarter — before most institu…
TVS Motor and the Framework the Market Forgot to Update
TVS Motor is being valued like a company running out of road, and that’s probably the most useful thing about it right now.
The stock sat at ₹3480.9 …
Adani Ports and the Hinterland Margin Nobody Modeled
Adani Ports is underpriced on its own operational story — and the broader market is too distracted by crude oil noise to notice. The stock last traded…
Yes Bank Lost 4.4 INR in Three Months. Nobody Flinched.
Hands across Dalal Street dumped Yes Bank from 22.3 INR in January to 17.9 INR by April 5, 2026. Four rupees. Gone. No single event triggered it. No f…