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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 —

Ankur Kapur
4 min read


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

Ankur Kapur
4 min read
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