भारती एयरटेल स्टॉक: ग्रामीण डेटा में वो ‘अपसाइड’ छिपा है जिसे कोई मॉडल नहीं कर रहा
जब मैंने पिछली बार एयरटेल के बारे में लिखा था — कार्लाइल के साथ नेक्स्ट्रा डेटा सेंटर डील पर — तो मेरा तर्क यह था कि बाजार इंफ्रास्ट्रक्चर के मुद्रीकर…
NIFTY 50
Bharti Airtel Stock: Rural Data Is the Upside Nobody Models
When I last wrote about Airtel — covering the Nxtra data center deal with Carlyle — the argument was that the market was underpricing the infrastructu…
Can Adani Enterprises Actually Absorb What It’s Building?
The rate of capital expenditure absorption across Adani Enterprises’ green energy and utility portfolio tells investors more about intrinsic value tha…
Tata Steel’s UK Halo Is Already Priced In — The Real Threat Is What the Freight Bill Says
The UK recovery story for Tata Steel is already in the price. What isn’t in the price is the slow bleed happening on the other side of the balance she…
HAL 52-हफ्तों के निचले स्तर पर, जबकि ₹2.38 लाख करोड़ का खजाना इंतज़ार में है
बाज़ार का मिजाज अभी कुछ ऐसा है कि ‘पहले सब बेच दो, हिसाब-किताब बाद में करेंगे’। निफ्टी 50 अपनी हालिया ऊंचाइयों से काफी नीचे आ चुका है, और इसके पीछे की…
HAL at 52-Week Low While ₹2.38 Lakh Crore Waits in the Wings
There’s a particular kind of market mood right now — the kind where everything gets sold together and sorted out later. The NIFTY 50 is well off its r…
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…
The Section 11 Trap: Why Tata Power’s Gujarat Mandate Is Not the Bullish Signal You Think It Is
Let’s get the popular narrative out of the way first: Tata Power gets a government order to run its Mundra plant at full capacity, India’s grid is under record load, … Read more
Tata Power’s Gujarat PPA Hits a 52-Week High — But the Rupee at ₹93 Tells a Different Story
Here’s the wrong way to read Thursday’s Tata Power session: the stock surged roughly 5% to a fresh 52-week high, the Gujarat Power Purchase Agreement is signed, the contract pipeline … Read more
HDFC Bank’s Chairman Walks Out Citing Ethics — and India’s Markets Are Left to Fill the Silence
Eight percent. That’s how far HDFC Bank shares fell in a single session on March 19, 2026, touching a fresh 52-week low after part-time Chairman Atanu Chakraborty resigned and handed … Read more