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.

HDFC AMC is India's highest-quality listed proxy on the structural financialisaton of Indian household savings.

Polycab India Limited is India's largest manufacturer of wires and cables, commanding a 26–27% share of the organised domestic market with 10,600+ SKUs across 28 manufacturing facilities.

Every investor eventually learns a painful lesson: a great company is not always a great investment. Risk Is in the Price: Why What You Pay Matters More Than What You Buy The difference between the two comes down to a single, deceptively simple idea — risk is in the price. This phrase, often repeated in value investing circles, captures a truth that runs counter to how most people think about markets. We tend to associate risk with the nature of the asset itself. A volatile s

Just days into this open conflict—marked by Iranian missile retaliations and reports of the death of Supreme Leader Ali Khamenei—investors are navigating a landscape of surging oil prices, gold rallies, and highly volatile equities.

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 —

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 -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

Quarterly Equity Market Update: December 2025 Quarterly Equity Market Update Executive Summary As we enter the final month of 2025, Indian equity markets are navigating a complex phase of “growth vs. valuation.” While the domestic economy delivered a stunning 8.2% GDP growth in Q2 FY26, surpassing all estimates, equity benchmarks have faced selling pressure in November and early December. The Nifty 50, after reclaiming record highs in November, has recently corrected, weighe