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: 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: 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: Bajaj Finserv is the parent holding company, managing diverse financial services like lending, insurance, and investments through subsidiaries. Bajaj Finance, a subsidiary of Finserv, focuses solely on lending—think personal loans, EMIs, and home loans, using tech and scale to dominate the market. Both are part of the Bajaj Group, share a tech-savvy approach,…
[Updated: 08-February-2025] SL Industry Market Cap (Rs.Cr.) Industry Industry P/E 1 2192985.53 Software & Services – Diversified 27.91 2 1790304.26 Oil & Gas Refining and Marketing 15.6 3 1368749.5 Branded Medicines 32.79 4 1139476.17 Telecom Services – Diversified 57.94 5 1055848.66 Automobile Manufacturers 16.51 6 946200.27 Household & Personal Products – Diversified 45.92 7 938373.19…
India is known for its rich cultural heritage, diverse landscapes, and vibrant traditions. These factors make its tourism industry a significant contributor to the country’s economy. With the launch of the Nifty Tourism Index, investors now have the opportunity to tap into this thriving sector. Let’s explore the potential of the tourism industry from an…
So, things have been quite interesting in the financial sector lately, especially if you’ve been keeping an eye on Axis Bank. The third-quarter (Q3) results for FY25 have just dropped and let’s just say, they’ve stirred up quite a bit of conversation. As a personal finance enthusiast, it’s got me thinking too. What does all…
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India’s Food & Beverage sector is undergoing a transformative phase driven by demographics, digital growth, and evolving consumer habits. With increasing per capita income and rising demand for branded packaged foods, the sector offers significant potential. From robust digital payments to infrastructural advancements, these trends are reshaping the market and presenting long-term growth opportunities for…
The Indian FMCG sector is poised for a transformative year in 2025. It is one of those industries that works as a strong indicator for economic trends. Performance in this industry reflects shifts in consumer behavior, disposable income. This year, the focus is squarely on tackling challenges like inflation, dwindling urban consumption, and rising commodity…
When you think of painting a wall, you probably imagine a simple task — pick a color, buy the paint, and get rolling. But behind every can of paint, there’s an entire industry worth billions. Right now, this industry is going through some big changes. If you’ve invested in paint stocks or is a potential…
The unmanned aircraft systems (UAS) industry, is the the technology behind drones. It is still in its early stages (in India and abroad), but is gradually gaining momentum. Over the next 15-20 years, this industry is expected to evolve significantly. The growth will be driven by advancements in technology, increasing demand across various sectors, and…
