Primer: Computer Age Management Services (CAMS IN) - May 2026
CAMS is the dominant Registrar and Transfer Agent (RTA) for the Indian mutual fund industry, holding a commanding market share of approximately...
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Will 50% Tariffs Break India’s Export Edge?
US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...
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India's Largest Exchange Took Major Move To Improve Price Efficiency
The NSE's introduction of reduced tick size mechanism improves market efficiency, benefits investors by reducing slippage costs, and shows...
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From Savings to Wealth Creation: The Financialization of Indian Households
Equities as % household assets have rose from 2% to 5% as of 2023 and is expected to gone to 10% by 2030 paving a significant opportunity for...
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India Equity Strategy: Input cost deflation hurts topline but boosts profitability
Large-cap stocks of the coverage universe dominated the incremental earnings, which grew by 55% YoY, while the midcap category grew by 24% YoY
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