Summary Points: ODIs let foreign investors bet on Indian stocks.See the flow chart #1 FPIs used derivatives to create and hedge ODIs. See the flow chart #2 SEBI’s new rule bans derivative-based ODIs for FPIs. FPIs must now use actual stocks, not derivatives. Big ODI users need to disclose more details. This might reduce FPI…
Summary Points: Jio Financial Services’ stock jumped 5.61% today. Jio Finance launched digital loans against shares. Loans up to Rs.1 crore disbursed in 10 minutes. It’s faster than competitors like Bajaj Finserv. Reliance’s tech edge drives this bold move. Market sees growth potential in this service. Aims at investors needing cash without selling shares. Introduction…
Summary Points: Fiem Industries shines in two-wheeler lighting. Moneycontrol rates it “Overweight” for long-term. My Stock Engine gives it an Overall score of 63.25%. Growth and moat are Fiem’s strengths. Price looks overvalued, profitability needs work. Both analyses offer valuable investment insights. Jump here to see the comparison Introduction I’ve poured my heart and soul…
Summary Points: Let’s understand how re-baselining is shaking up big IT deals as clients demand cheaper, AI-driven solutions. Self-cannibalisation is another twist. Our companies are building new tech that’s eating into their old business. The global economy, especially U.S. tariffs, is making things more complicated. It ispushing our IT companies to rethink their business strategies….
Summary Points: Indian IT stocks like TCS and Infosys crashed hard after Trump’s Reciprocal Tariff announcement on April 2, 2025. These stocks were already down 15-31% in the last 3 months due to a global slowdown and a weak rupee. The tariff could hurt profits since 60-70% of their revenue comes from the U.S. Long-term…
Summary Points: Jio Financial is backed by Reliance Industries. It is diving into finance with a massive 400M+ customer base from Jio telecom and Reliance Retail. The BlackRock JV, with SEBI’s nod for mutual funds, adds global muscle to Jio Finance’s ambitions. They’re targeting loans, insurance, wealth management, and mutual funds with a digital-first approach….
Summary Points: India’s manufacturing PMI jumped to 58.1. It the highest in the last eight months. Sign of a strong growth. New orders and production grew at the fastest pace since July 2024. The growth was driven by domestic demand. Export growth is a bit slower. Finished goods stocks dropped at the quickest rate in…
Summary Points: Traditional businesses (like TCS, RIL, Britannia) focus on making and selling—revenue growth and margins are king. Banks (like HDFC or SBI) thrive on managing money: loans, deposits, and interest spreads drive them. Key differences lie in risks, metrics, and economic triggers: competition for one, bad loans for the other. Mixing up their analysis…
Summary Points: Vodafone Idea’s massive debt, once Rs 2.12 lakh crore, gets a trim as the government converts Rs 36,950 crore of spectrum dues into equity, taking a 49% stake. Total liabilities drop by 17.5% to Rs 1.75 lakh crore, but AGR dues and competition from Jio and Airtel still loom large. The government’s move…
Summary Points: The Indian Cabinet approved a Rs 25,000 crore PLI scheme on March 28, 2025, to boost electronic component manufacturing, focusing on EMS companies. PLI offers cash incentives (4-6% on extra sales) to help EMS firms like Dixon or Kaynes set up factories and cover startup costs. It fuels scaling by rewarding increased production,…
Summary Points: L&T will build new offshore platforms in Qatar’s North Field to boost gas pressure, supporting LNG production growth from 77 to 142 million tonnes by 2030. The project involves engineering, fabricating, and installing compression complexes, power generators, flare systems, and bridges, integrating with existing infrastructure. With a 12% profit margin, L&T could earn…
Summary Points: SEBI aims to reduce the chaos of multiple expiry days (currently spread across the week) that spike volatility in the derivatives market. Fewer expiry days (just two) will make trading more predictable for traders, brokers, and exchanges. It curbs excessive speculation, protecting small investors who often lose big in the frantic F&O market….
