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Good Earnings, Bad Headlines: Insights and Trends in Indian Markets
Indian Markets and the Oil Shock Good Earnings, Bad Headlines India Inc. delivered its best profit growth in ten quarters, and the Nifty responded by falling for seven straight weeks. Nifty 50 companies grew profit 18% year on year in April–June 2026, yet the index closed at 23,140 on 25 September, about 12% below its January peak. The reason sits in the Strait of Hormuz. This piece looks at what the West Asian oil shock has done to Indian equities and bonds, how large, mid a


Mahindra & Mahindra Ltd.
M&M became India’s No. 2 carmaker by volume in FY26 (overtaking Hyundai India), holds ~25.3% SUV revenue share and ~43.6% tractor share, and its EV business turned operating-profitable.


Titan Company Limited
Titan Company Limited is India's premier lifestyle conglomerate and the world's fifth-largest integrated watch manufacturer by volume.


Monthly Market Insights
The Indian markets kicked off 2026 with a sharp but short-lived correction — Nifty 50 fell roughly 3% from its all-time highs in January, rattled by profit-booking and pre-budget jitters. But beneath the surface, the story remains encouraging. Domestic investor flows held steady, SIP contributions hit record highs, and the RBI signalled a more growth-friendly stance with a rate cut and significant liquidity support. For investors, the takeaway is clear: this isn't a crisis —


2025 in Retrospect, 2026 in Perspective: Navigating Opportunities in a Changing Market
If you've been tracking the markets as closely as most advisors do, 2025 stands out as something far more significant than just another profitable year on Dalal Street. It was the year that fundamentally rewrote the rules of India's equity market—the year when the baton passed from foreign to domestic hands.


Powering the Data‑Center Decade: A Deep-Dive into TD Power Systems Business
Powering the Data -Centre Decade: A Deep-Dive into TD Power Systems Business TD Power Systems (TDPS) makes money primarily by designing and manufacturing AC generators and large motors for industrial and power applications, with a smaller EPC/project business, and a growing skew towards exports and higher‑value gas and industrial applications. Rising export volumes drive its economics, an improving product mix (gas generators, motors, aftermarket), and operating leverage on
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