ONGC Defies the Nifty Slide — But One Tax Clause Could Change Everything
The mood in Indian equities right now is somewhere between cautious and genuinely spooked. The NIFTY 50 has shed 12.4% in a single month — dropping fr…
Apple Is Selling You a Toll Booth and the Market Thinks It’s a Speed Bump
The mood in tech is one of managed anxiety. The Nasdaq sits well off its 52-week high. Oil is above $100. Geopolitical noise that doesn’t resolve
The Market Is Watching Iran. SQM Is Watching Something Else.
There’s a particular kind of market mood that forms when geopolitical noise crowds out everything else. Traders are watching crude oil push past $100 …
The “Demand Is Dead” Trade Is Getting Expensive to Hold
The consensus spent most of early 2026 convinced that global manufacturing was on its back. Copper was supposed to keep sliding. Oil was supposed to s…
HDFC Bank Is Near Its 52-Week Low. The Market Is Arguing About the Wrong Thing.
The dominant story on HDFC Bank right now is FII selling. That’s the narrative. Institutional money rotating out of India, high-weightage names taking…
The Market Thinks It Knows What Vedanta Is Worth. It Doesn’t.
The dominant narrative around Vedanta’s five-way demerger goes something like this: split the conglomerate, eliminate the discount, watch the parts tr…
$140 Is Doing a Lot of Heavy Lifting Right Now
$140. That’s where Oracle is sitting as of March 27 — down from $202 in mid-January, trading near its three-month low, and priced as though the last three years of … Read more
What Happens to Nvidia If TSMC’s Lights Go Out?
What is the market actually pricing when it looks at Nvidia right now — the Rubin cycle, or the risk that the infrastructure beneath it cracks before the product ships? … Read more
What Is the Market Still Getting Wrong About $100 Oil?
If crude oil has already moved 72% in three months, what exactly is the market still not pricing in? WTI settled at $99.6 on March 27, 2026, according to front-month … Read more
Why the Market Is Mispricing Coal India’s Next Act
That’s the question the Indian equity market thinks it has answered. It may have the answer wrong. Coal India is, by almost any measure, a remarkable enterprise. It produces roughly … Read more
The Jury Said $3 Million. The Market Heard “Big Tobacco.”
The mood around Alphabet right now is familiar. Not analytically familiar — emotionally familiar. It has the texture of a story that’s already been written, where the ending is assumed … Read more