New Year Picks 2026: Capturing India’s Next Growth Phase
As we enter 2026, the Indian equity market stands at a critical inflection point — transitioning from a phase dominated by domestic liquidity to...
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HDFC Bank: Anatomy of a Mini Exodus
One in five holders has left HDFC Bank this year and capital has halved. A cooling on India amid the AI trade may have triggered the exodus, but...
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India: RBI Cuts 25bp but the Real Policy Rate Is Still Too High at +5%
​RBI cut rates 25bp but remains behind the curve, as its inflation forecasts were and remain too high. We expect another 75bp of rate cuts by...
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Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
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HSIE Results Daily: State Bank of India, Titan, Berger Paints, JK Cement, Kansai Nerolac,...
SBIN’s Q2FY26 earnings reflected a mixed performance, as healthy growth on both sides of the balance sheet, stable margins and one-off gain...
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