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DOUBLE ENGINE NARRATIVE
For investors with ability to understand and take risks: 6 small-caps from different sectors with upside potential of up to 26%The mood across global markets is not great at this point of time. News headlines point in directions we would rather they did not. But suc...- Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...
- Is SaaSpocalypse real? CLSA says maybe not and here’s whyInitial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to...
- India's new drama is about the fight for your 1-minute attentionIndia streaming platforms microdramas: Platforms are rapidly adopting microdramas, short, vertically shot melodramas. These bite-sized show...
- Could today’s AI-driven S&P 500 rally end like the 1929 crash or the dot-com bubble after CAPE hits 40? What the Shiller CAPE ratio signals amid rising Wall Street bubble fearsStock Market CAPE Ratio hits 40, a rare level last seen before the 1929 crash and the 1999 dot-com bubble burst, raising fresh Wall Street ...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- Swiggy’s shareholder setback; Walmart’s Flipkart pushHappy Friday! Swiggy’s move to become an Indian-owned company hit a setback after the shareholder vote fell short. This and more in today’s...
- Old shopping funnel is gone: Gen Z is rewriting rules of retailGen Z is rapidly reshaping India’s online retail market, forcing brands and platforms to rethink traditional marketing strategies. Nearly h...
- Yogi Adityanath's caste recalibration: BJP expands cabinet to reclaim UP’s social coalition before 2027 pollsYogi Adityanath Cabinet Expansion 2026: Uttar Pradesh Chief Minister Yogi Adityanath's cabinet expansion is a clear political signal. The B...
- Rocket dreams and unicorns: Investors bet on a long and high rideIndia's private space sector is experiencing a surge in global investment. Skyroot Aerospace has become the country's first space unicorn, ...
- Election impact! 6 West Bengal-linked stocks that can benefit from new BJP governmentThe BJP's decisive win in West Bengal signals a potential economic revival, with investors eyeing stocks poised to benefit from pro-growth ...
- $100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- US stock market rally today: Why are the S&P 500, Dow Jones, and Nasdaq nearing record highs as NVIDIA and Apple explode higher on strong US jobs data and unstoppable AI-fueled tech surge?US stock market rally hard today pushed the S&P 500 near record highs as the Dow Jones and Nasdaq surged after stronger-than-expected US jo...
- Data centres, semiconductors to drive next growth phase for L&T: Amit AnwaniLarsen & Toubro faces near-term challenges but is strategically pivoting towards technology and new businesses for long-term growth. The co...
- How BJP's well-oiled vote machine breached Mamata's Bengal fortressThe Bharatiya Janata Party achieved a significant victory in the West Bengal Assembly elections. Their campaign focused on booth-level orga...
- Hindu votes, Modi ki guarantee: 10 big trends that decode Bengal, Assam, Tamil Nadu and Kerala assembly electionsAssembly election results saw the BJP secure victories in West Bengal and Assam, while Tamil Nadu witnessed a surprising debut by Thalapath...
- Himanta supremacy: BJP is the only party to buck anti-incumbencyAssam Election Results: The BJP is poised to win the Assam Assembly elections, bucking anti-incumbency trends seen elsewhere. Chief Ministe...
- Assembly Election Results 2026: Key takeaways from trends in West Bengal, Tamil Nadu, Kerala, Assam & PuducherryEarly election trends across West Bengal, Tamil Nadu, Kerala, Assam, and Puducherry point to major political shifts, with voters moving awa...
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