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Air India's tragedy

Women power SIPs, IPO rush continues, and Samsung tops apples. 🗓 Morning, folks. There’s no easy way to begin today. A tragic crash involving Air India’s London bound flight shocked the nation and the world. 240+ souls lost their lives, many children, and families, in one of the worst disasters in aviation history. The aircraft went down shortly after takeoff near Ahmedabad. Investigations are ongoing to identify the cause. For now, the incident remains another blot in the history of Boein

By tanvi | Jun 13, 2025

India eyes a defence ramp-up

Women power SIPs, IPO rush continues, and Samsung tops apples. 🗓 Morning, folks! Markets closed sharply lower on Thursday, with Nifty snapping its six-day winning streak amid broad-based selling. Both Sensex and Nifty ended lower by 1% each as weakness spread across sectors. Tata Motors led the losers, falling 3.5% ahead of Jaguar Land Rover’s investor meet on June 16. Other major drags included Trent, Shriram Finance, Titan, and Coal India. Spotlight: a tragic air crash near Ahmedabad has c

By tanvi | Jun 12, 2025

Reliance dives deeper into defence

IPO parade, Lenskart acquires GeoIQ, and Economic slowdown. 🗓 Morning, folks! Markets ended mixed on Wednesday, but the winning streak stretched to six sessions as IT and oil & gas stocks kept the momentum going. Sensex and Nifty closed in the green, 💡 Spotlight: slow & steady, still leading India’s growth story is holding up, but with a slight slowdown on the cards. The World Bank expects India’s economy to grow at 6.3% in FY26, a notch lower than 6.5% last year, but still among the world

By tanvi | Jun 12, 2025

Asset management gold rush

Amazon's nuclear bet, Defence raises, and SIP inflows hit record high 🗓 Morning, folks! Markets stayed largely flat on Tuesday after a day of being stuck in a narrow range. Sensex dipped 0.7%, while the Nifty eked out a small gain, marking its fifth straight winning session. 💡 Spotlight: Get ready for a new way the government will track how prices are rising in India. Starting in early 2026, the official measure of inflation, called the Consumer Price Index (CPI) will be updated to better

By tanvi | Jun 10, 2025

India’s energy reality check

Meta’s AI play, Advent bets on animal meds, and Mizuho eyes Avendus. 🗓 Morning, folks! Markets kicked off the week on a solid note, with Nifty and Sensex opening in the green. This week’s going to be data-heavy. India and the US are both set to report inflation numbers, which could shape central bank moves ahead. Trade talks between the US and China also resume today in London, after a month-long freeze. 💡 Spotlight: India’s now racing to secure new sources of rare earth magnets after Chin

By tanvi | Jun 10, 2025

Interest rates go lower

Nazara bags smaash, Tata to repair apples, and BEL scores a navy deal 👋 Morning, folks! It’s a new week. 💡 Spotlight: Silver futures on the Multi Commodity Exchange (MCX) surged to an all-time high of ₹1.04 lakh/kg last week, driven by safe-haven demand amid global tensions. Spot prices weren’t far behind at ₹1.01 lakh/kg. That’s good news for Hindustan Zinc, the country’s largest producer of refined silver (99.9% purity), which stands to gain directly from the price rally. Meanwhile, fore

By tanvi | Jun 8, 2025

Tata brings Rafale home

Waaree trims stake, Birla goes international, and Capillary Tech's IPO. 🗓 Morning, folks! If you weren’t chronically online last night (good for you), you may have missed the internet’s latest meltdown. What started as political shade turned into a full-blown social media brawl, with Elon Musk accusing Donald Trump of being named in the classified Epstein files. Trump’s camp fired back, calling Elon bitter over not getting his policy wishlist. No evidence was offered, but the feud lit up X

By tanvi | Jun 6, 2025

Hyundai’s Ola exit

Polar Vessel bet, Zydus backs Agenus, and Whiskey market heats up. 🗓 Morning, folks! Markets wrapped up Thursday on a high, with Sensex & Nifty ending in the Green and broader indices once again outperforming the frontline benchmarks. The action was hot in QSR stocks, as Swiggy surged 9% and Eternal Foods gained over 3%, riding on upbeat demand trends. HDFC Bank inched up 1% after SEBI cleared the ₹12,500 crore IPO of its lending arm, HDB Financial Services. We broke it down yesterday. 💡 S

By tanvi | Jun 5, 2025

IPO season reloaded

MRF leads again, AI grabs heat up, and Meta goes nuclear. 🗓 Morning, folks! Markets couldn’t shake off the blues on Tuesday, closing lower for the third straight day. Weak global cues and a sell-off in heavyweight names dragged both the Sensex and Nifty into the red. But it wasn’t all doom and gloom. Fertiliser stocks saw a nice pop thanks to early monsoon optimism (more rain = more farming = more fertiliser), and shipyard stocks like Cochin Shipyard and Garden Reach sailed ahead with gains

By tanvi | Jun 4, 2025

India's EV package

Mahindra’s super May, Udaan’s fundraise & IRCON’s rail deal 🗓 Morning, folks! Markets shook off a sluggish start to stage a sharp intraday recovery, with both Sensex and Nifty ending flat. Metal stocks, though, stayed under pressure after Trump threatened to double US tariffs on steel and aluminium to 50%, reviving trade war jitters. Spotlight: Construction and professional services now contribute more than ever to India’s growth engine. India’s GDP grew 7.4% in Q4FY25, hitting a four-quar

By tanvi | Jun 3, 2025

India ups its defence game

GDP stays steady, Nykaa's strong Q4, and Kiri cashes out. Folks! It's a new week. The world is busy digesting Ukraine’s latest assault on Russia. Using hundreds of FPV drones, Ukraine targeted Russian air bases deep inside the mainland, reportedly taking out over 30% of Russia’s strategic bomber fleet. The attack adds a new twist to the conflict, and serves as a wake-up call to the growing risks of drone warfare. 💡 Spotlight: India’s defence production soared to a record ₹1.46 trillion in FY

By tanvi | Jun 2, 2025

Nvidia smashes expectations

Castrol bids, India’s chip push, and Waaree’s US win. 🗓 Morning, folks! Markets shook off a wobbly start on Thursday to close slightly higher. After starting in the red, it bounced back thanks to good buying in IT and real estate stocks Sensex & Nifty closed 0.4% higher. 💡 Spotlight: Trump’s tariffs just hit a legal wall. A US federal trade court has struck down key parts of President Trump’s global tariff orders, calling them an overreach of executive power. The US Court of International

By tanvi | May 30, 2025

LIC's slowdown

IPO season warms up, UP's semiconductor bet, and EV delivery gets a boost 🗓 Morning, folks! Markets ended lower for the second straight session, with both the Sensex and Nifty slipping 0.3%. While broader indices stayed muted, the Nifty Bank stood out by closing in the green, offering some cushion. 💡 Spotlight: IPO season is warming up. June is shaping up to be a packed month for India’s primary markets, with over half a dozen IPOs lined up to raise between ₹8,000 and ₹10,000 crore. Afte

By tanvi | May 29, 2025

Jio comes for mutual funds 📈

Neilsoft refiles IPO, Invar missiles reload, and India's cash market jump. 🗓 Morning, folks! Sensex and Nifty closed sharply lower on Tuesday. The fall came after a volatile day, with investors selling shares in IT, FMCG, and auto companies. Despite the slide in largecaps, broader market sentiment remained upbeat, with midcap stocks continuing their strong run and outperforming for another day. Spotlight: the cash market is buzzing again, with average daily turnover in May hitting an eight-

By tanvi | May 28, 2025

RBI’s gives out a record dividend

Motherson acquires Marelli, Groww's IPO, and Volvo trims team. 🗓 Morning, folks! Markets stayed in cruise mode on Monday with steady gains, but nothing flashy. Sensex and Nifty both rose over 0.5%, holding the green thanks to strong moves in auto and IT stocks. US markets were closed for Memorial Day. Spotlight: auto shares were on the move on Monday, driving the Nifty Auto index over 1% higher and making it amongst top sectoral gainer of the day. The boost came after US President Donald Tr

By tanvi | May 27, 2025

Foxconn’s India conviction

Solar stocks hit, Paras makes a drone deal, and Mamaearth's Q4. 🗓 Morning, folks! India just leapfrogged Japan to become the 4th largest economy in the world, clocking a $4 trillion GDP. With the US, China, and Germany ahead, India is now eyeing a spot in the top 3 within the next 2–3 years. Markets were mostly flat on Friday, but the heat was on for solar stocks, and not the good kind. Indian solar majors like Waaree Energies and Premier Energies fell as much as 8%, tracking a global clean

By tanvi | May 25, 2025

Healthcare’s IPO shot

Drone stocks soar, OpenAI acquires io, and NTPC Green makes a profit. 🗓 Morning, folks! Markets bounced back on Wednesday after a sluggish start to the week. The Sensex and Nifty closed 0.5% higher, powered by financials, energy, and defence stocks. ICICI Bank, HDFC Bank, and Reliance Industries led the gains, while midcaps stayed hot thanks to upbeat earnings and sector-specific momentum. 💡 Spotlight: defence names continue to extend their rally. Common names like ideaForge, Paras Defence

By tanvi | May 22, 2025

Painkillers and pints

BEL shines in Q4, Coal India lines up IPOs & Waaree’s ₹293 Cr deal. 🗓 Morning, folks! Markets hit the brakes on Tuesday, with the Nifty and Sensex both slipping nearly 1% as investors booked profits across the board. Autos, financials, and defence stocks led the drop, with three of the top four Nifty losers coming from the auto pack. After flashing signs of a recovery, valuation jitters and patchy demand seem to be stalling the sector’s momentum. 💡 Spotlight: you know the economy’s moving

By tanvi | May 21, 2025

India's ₹40,000 cr defence boost

Beauty IPO, Smartphone export rush, and Largest ever solar project. 🗓 Morning, folks! Markets had a serious case of the Mondays yesterday, with major indices pulling back on concerns around US debt downgrades. For context, Moody’s, the famous credit rating agency, slapped a lower rating on US government’s debt citing slowing GDP growth and ballooning debt burden. While India and rest of the world opened lower, US investors infact shrugged off the news as immaterial. 💡 Spotlight: smartphone

By tanvi | May 20, 2025

Adani's Naval Play

Defence stocks fly, Trump goes supersonic, and major earnings. 🗓 Morning, folks! India’s defence stocks are in beast mode—and markets are taking notice. 💡 Spotlight: the Defence index has jumped 18% over the last six sessions, far outpacing the Nifty 50’s 3% rise in the same period. Top gainers include Cochin Shipyard, GRSE, MDL, HAL, Paras, Zen, and Data Patterns—some rising as much as 12% in a day. Over the past month, the Nifty India Defence index is up 54%, compared to a 7% rise in the

By tanvi | May 19, 2025

JSW wants Dulux Paints

Tata Power surges, ITC Hotels' solid Q4, Cochin Shipyard's big orders. 🗓 Morning, folks! Markets bounced back strong, with a solid finish after a sharp start to the week. Sensex & Nifty ended more than 1% higher. Cooling inflation, upbeat U.S. trade signals, and hopes of a rate-cut-friendly policy gave investors plenty to cheer. Talks of a potential India–U.S. trade deal lifted sentiment, with benchmark indices leading the charge. 💡 Spotlight: passenger vehicle sales hit a record high for

By tanvi | May 16, 2025

Inflation trends lower 📉

Samsung acquires FläktGroup, Major earnings, and Semiconductor boost. 🗓 Morning, folks! Markets mostly traded sideways on Wednesday, with the Sensex and Nifty adding roughly 0.2%. Investors are taking a measured approach, digesting the rapid run up immediately post-war. Back in the west, the S&P has shrugged off all Trump tariff losses and is now back to adding more green on the year. 💡 Spotlight: India’s wholesale inflation just cooled to a 13-month low. WPI grew just 0.85% in April, down

By tanvi | May 15, 2025

Trump locks $600B Saudi deal 💰

Tata Motors strong Q4, India's steel tariffs, and more layoffs. 🗓 Morning, folks! Market exuberance got a reality check on Tuesday, with both major indices stepping back after a post war run up. The Nifty 50 dropped 1.39% and the Sensex plunged 1.55% The pause is generally healthy. Lots of factors are re-aligning for India. Inflation is coming down, RBI could cut rates, and the success of homegrown defense solutions is likely to catalyze significant industrial activity. Hard to argue that th

By tanvi | May 14, 2025

Moving beyond Tariffs

Markets on fire, Satellites zoom, and PVR’s muted Q4. 🗓 Morning! The PM addressed the nation last night with a stark message: no more tolerance for terrorism or nuclear blackmail. Just minutes after the speech though, Pakistan resumed drone strikes across Jammu & Kashmir and Punjab—violating the weekend ceasefire that, per Trump, was brokered by the US to prevent “a bad nuclear war.” Meanwhile, markets are cheering both the resolution and India’s newfound mojo in defence capabilities and ex

By tanvi | May 13, 2025

Defence under spotlight 📈

Drones fly high, Swiggy's earnings, and Coal India’s clean pivot. 🗓 Morning, Monday is here. The country is still processing last week’s events. The good news? India came out on top. The conflict has paused (at least for now), while we’ve uncovered vulnerabilities in the opposition that weren’t visible before. Markets may not cheer the pause though, given the enemy’s tendency to act erratic. But we expect a long capital cycle to begin, accelerating India’s push for self-reliance in defence,

By tanvi | May 12, 2025

Policybazaar jumps into healthcare

Kalyan Jeweller's earnings, Cable free India, and Real estate IPO. 🗓 Morning, folks! Markets ended sharply lower in the last hour on Thursday, with the Sensex and Nifty falling 0.5%, as tensions between India and Pakistan shook investor sentiment. The rupee also took a hit, posting its biggest single-day drop in over two years. 💡 Spotlight: World Bank President Ajay Banga has made it clear that the Bank won’t be stepping in the India-Pakistan Indus Waters Treaty dispute. Banga said the tre

By tanvi | May 9, 2025

MRF rolls out a record dividend

Pharma acquisitions, Mouri Tech's IPO, Tata Motors split up. Morning folks! The vibes are tense, but the markets are somehow cool as a cucumber. Markets ended slightly higher on Wednesday after a volatile session, with support from midcap, banking, and auto stocks. Sensex & Nifty ended flat but in the green. An upbeat earnings season and fresh optimism around the India-UK Free Trade Agreement kept overall sentiment positive. 💡 Spotlight: the world’s borrowing binge just hit a new high. Glo

By tanvi | May 8, 2025

India strikes back 🇮🇳

Pharma takes a hit, Paytm's earnings, and Ather makes a cold listing. Good morning indeed! India has retaliated against the Pahalgam terror attack with overnight strikes on targeted terrorist camps in Pakistan and POK. The situation is escalating quickly. Tensions are high, and we pray for the safety and strength of our armed forces. Markets will attempt to digest the developments. So far, India’s measured yet decisive response may be seen in a positive light. This also marks a critical test

By tanvi | May 7, 2025

Mahindra

Defence stocks on fire, DMart disappoints, and Trump rescues Adani 🗓 Morning, folks! The market ended the day on a high, hitting its best closing level of 2025, with the Nifty above 24,450. Sensex and Nifty gained nearly 0.5% each. But the real party was in the broader markets, where the midcap index jumped 2%. One of the big reasons was drop in crude oil prices. Think of it like this, if oil gets cheaper, companies like Indian Oil, BPCL, and HPCL spend less on raw materials and make more

By tanvi | May 6, 2025

Infosys makes a cyber acquisition

Homegrown money wins, Quantum computers, and QComm rush. 🗓 Morning, folks! May is here. There’s a saying in the markets which goes “sell in May and go away”, generally meant to signal the profit taking from the gains so far. But with the markets remaining choppy this year, looks like investors will have to scrap those plans and keep the grind going. 💡 Spotlight: for the first time ever, homegrown money is running the show in Indian stock markets. Domestic institutional investors (DIIs) now

By tanvi | May 5, 2025

Inox Green goes solar

Billion dollar oil, IPOs are back, and Tariff truce. 🗓 Morning, folks. It’s that kind of week where your calendar says “work,” but your brain still thinks it’s a holiday. 💡 Spotlight: while we’re figuring out what day it is, Coca-Cola was all gas, no brakes at the Maha Kumbh. The company set up 1,400 mobile stations and a 100-cooler wall at the event, serving over 180 million drinks, roughly one for every fourth Indian. The Maha Kumbh drew an estimated 660 million people this year, making

By tanvi | May 1, 2025

Trent's impressive growth

Trents earnings, Insurance IPO, and Pharma win. 🗓 Morning, folks. Morning, folks! Markets ended largely flat on Monday, though the Sensex managed to rise nearly 1% and the Nifty closed 0.3% higher. Defence stocks continued to rally for the second straight session. IT stocks staged a smart comeback, with Tech Mahindra, LTI Mindtree, and Persistent Systems leading the gains. Perhaps the demise of IT in the age of AI was greatly exaggerated. Spotlight: foreign investors just logged their longe

By tanvi | Apr 29, 2025

India gets Rafales

MSCI shuffle, Auto acquisition, and More IPOs. 🗓 Morning, folks! Markets bounced back sharply on Monday, with the Sensex soaring 1,006 points to close above the 80,000 mark and the Nifty ending above 24,000. A strong rally in Reliance Industries, private banks, and fresh foreign fund inflows helped stocks recover after two days of selling. But it is retail who deserves all credit—for recognising the floor and going all in amidst tariff chaos. 💡Spotlight: defence stocks saw a strong surge on

By tanvi | Apr 29, 2025

Made in Chennai

Google's earnings, Maruti's slowdown, and Infra deals. 🗓 Morning, folks! It’s officially "step outside and instantly regret it" season in India. 🔥 Hope you're staying cool (and hydrated). Meanwhile, India's forex reserves are heating up too—rising for the seventh straight week. They jumped $8.3 billion to hit a six-month high of $686.1 billion as of April 18. The reserves have now climbed $47.5 billion in seven weeks, just $19 billion short of breaking the all-time record set last Septemb

By tanvi | Apr 27, 2025

Singapore's bet on Indian hotels

HUL's stellar earnings, Drug win, and VinFast comes to India. 🗓 Morning, folks! Markets hit pause on Wednesday, snapping a 7-day winning streak as investors locked in profits ahead of a busy earnings calendar. Sensex and Nifty closed slightly lower, mirroring subdued global cues and cautious sentiment on the Street. 💡 Spotlight: the Nifty Auto index jumped earlier in the day after Trump hinted at softening the 25% auto import tariffs, but gains didn’t last as the index eventually closed in

By tanvi | Apr 25, 2025

Waaree's stellar earnings

Crypto fundings, Real estate IPO, and Intel's layoff. 🗓 Morning, folks! Markets extended their winning streak to a 7th straight session on Wednesday. Sensex hit its highest level since December 2024 while Nifty reclaimed 24,200. The rally was driven by strong IT earnings and solid gains in midcap stocks. Spotlight: India’s private sector output jumped to an 8-month high in April, thanks to a strong rise in new business and a surge in foreign demand for manufactured goods. Let’s hit it! 1

By tanvi | Apr 24, 2025

Solar

Gold crosses 1L, Renault expands in India, and Flipkart comes home. 🗓 Morning, folks. Cannot kick things off without recognising what’s top of mind for the entire nation. A cowardly terrorist attack took the lives of 28 civilians, with many more injured. Nation remains shocked. International sympathies, from Putin to Trump were swift. GOI’s next steps are closely awaited. Market wise, stocks in India rose for the sixth straight session on Monday, powered by strong gains in banking, FMCG, and

By tanvi | Apr 22, 2025

Thermal

Adani's coal bet, BluSmart gets a lifeline, and Gold hits a record high. 🗓 Morning, folks! Indian equities kicked off the week strong, rising for a fifth straight session, the longest winning streak in a month. Solid earnings from major banks kept the momentum going. Spotlight: Being polite to ChatGPT? That’s costing OpenAI millions. CEO Sam Altman recently shared that using niceties like "thank you" and "sorry" is burning a hole in OpenAI’s pocket. Every single message, even your “good bot

By tanvi | Apr 21, 2025

ITC's acquisitions

Waaree powers up, Hospitality IPO, and Hydrogen bets. 🗓 Morning, folks! Indian markets were closed on Friday, but they went into the long weekend on a high. Sensex and Nifty rose nearly 2% on Thursday, notching a fourth straight session of gains and closing at their highest levels in over three months. 💡 Spotlight: India’s auto and mobility sector saw strong activity (IPOs, M&A etc.) in Q1 2025, with 29 deals worth $1.5 billion—including investments in EV makers, battery tech, charging inf

By tanvi | Apr 20, 2025

Netflix

China's rare move, EV bets, and Tariff tsunami. 🗓 Morning, folks! Markets closed higher for the third straight day, with the Sensex and Nifty rising nearly 0.5% each—marking their highest levels in two weeks. The rally was driven by strong buying in banking and life insurance stocks. 💡 Spotlight: Apple just had a record quarter in India. Early IDC estimates show over 3 million iPhones were shipped between January and March 2025, a sharp jump from 2.21 million in Q1 last year. The boost c

By tanvi | Apr 17, 2025

Inflation

Intel sells Altera, Major deals, and Nvidia brings AI home. 🗓 Morning, folks! Markets roared back to life on Tuesday, erasing all losses from Trump’s April 2 tariff shock. Sensex and Nifty surged over 2% each, with every sector closing in the green, signalling a broad-based rebound. 💡 Spotlight: India’s WPI inflation dropped to a six-month low of 2.05% in March, down from 2.38% in February. The cooldown was led by softer prices in food, electricity, and textiles. ICYMI: WPI (Wholesale Pri

By tanvi | Apr 15, 2025

Conditions apply

Retail IPO, Distress sale, and Gold hit a record high. 🗓 Morning, folks. Global stocks continue to remain volatile, shaken by Trump’s tariff swings. In India, investors are waiting for more clarity on a potential trade deal. Rumors are, India has agreed to buy Gold from the US. Back in the U.S., the S&P and Nasdaq bounced back, fueled by hopes of key concessions from the Trump administration. 💡 Spotlight: Gold is having a moment. Prices surged to a record $3,254/oz as investors piled int

By tanvi | Apr 14, 2025

Mahindra to build Airbus H130 helicopter fuselage in India

Mahindra Aerostructures will fully manufacture and assemble the H130 helicopter fuselage for Airbus—marking a major step up in India’s aerospace supply chain and Mahindra’s role in global aircraft manufacturing.

By tanvi | Apr 11, 2025

90 Days

Defense deals, Wakefit's IPO, and Largest hotel chain. 🗓 Morning, folks! Indian markets slipped on Wednesday as tariff tensions rattled investor sentiment. Sensex and Nifty closed 0.5% lower, dragged down by IT stocks. But over on Wall Street, it was a historic comeback. Global stocks added over $5 trillion in value after Trump announced a 90-day pause on new tariffs for most countries. The S&P 500 jumped 9.5%, the Nasdaq surged 12%—its second-best day ever—and the Dow added nearly 3,000 poi

By tanvi | Apr 11, 2025

boAt

Nuclear deals, Cyient's chip play, and Ola in trouble. 🗓 Morning, folks! Markets bounced back on Tuesday, with both Sensex and Nifty rising over 1% after Monday’s steep drop in hopes that Trump may announce some positive trade deals. 📉 But the Don woke up for war. Trump imposed another 50% tariffs on China, taking the total tariff rate to a catastrophic 104%. The largest and the second largest economic powers, battling it out…. nothing is safe. The S&P made a 5%+ move during the day, rever

By tanvi | Apr 8, 2025

Ample

Venture town hot, Naval wins, and Crypto wiped out 🗓 Morning, folks! Markets nosedived on Monday, with Sensex crashing nearly 3% and Nifty shedding over 3%—one of the steepest falls in recent memory. Every sector closed in the red, with metals, autos, and IT stocks taking the worst hit. Realty plunged over 7%, and India VIX, a measure of volatility, spiked a record 65%, flashing signs of extreme panic. 💡 Spotlight: Crypto wasn’t spared either. Bitcoin slipped below $80K, and Ethereum follo

By tanvi | Apr 7, 2025

Red Monday 📉

Chip deals, More women investors, and Blockbuster IPOs. ☀️ Morning, brace for the reddest day of all. Future markets around the world are tanking on Monday as investors continue to get spooked by Trump’s trade wars. Japanese banks are getting smoked. Taiwan hit lower circuit. And things got spicier over the weekend. China hit back. In summary, we are in a full blown geo-economic armageddon that could end in a broad economic slowdown. Meanwhile India has decided not to shoot back at the US,

By tanvi | Apr 6, 2025

Tarrifying

Energy deals, Venture town hot, and Gold's new high. 🗓 Morning, folks! Markets were a mixed bag on Thursday. Both Sensex and Nifty slipped 0.4%, but strength in financials and pharma helped broader indices stay afloat. Nifty Bank and Midcap Index ended in the green. Let’s hit it! 1 Big Thing: Tariffying Thursday 🚨 If there’s one thing markets hate, it’s uncertainty. Trump’s arbitrary tariff plan sent shockwaves through U.S. markets. By mid-day, the S&P 500 had fallen over 4%, while the

By tanvi | Apr 4, 2025

Tariff Bazooka

NTPC goes nuclear, Auto sales up, and AI in your pocket🗓 Morning, folks! Markets snapped a 2-day losing streak with a sharp rebound on Wednesday. Sensex and Nifty jumped nearly 1% each, led by banking, IT, and realty stocks. 💡 Spotlight: Back in the west, Tariff man came out all guns blazing. On what he calls “Liberation Day" for America’s economy, Trump imposed sweeping tariffs on a range of countries, with a 10% minimum on all countries. China and several smaller Asian countries took the

By tanvi | Apr 3, 2025

ITC Paper

More IPOs, Nuclear deals, and A mega fundraise. 🗓 Morning, folks! Markets hit the brakes on Tuesday. The Sensex dropped nearly 2%, while the Nifty slid 1.5% as global jitters weighed on sentiment. Investors are bracing for a potential tariff move from the US, expected later today. 💡 Spotlight: UPI closed the year with a bang India’s digital payments system had its best month yet. In March, UPI processed ₹24.8 lakh crore across 18.3 billion transactions setting a new record. That’s 11 stra

By tanvi | Apr 1, 2025

Krafton 🏏

Defense deals heat up, EV dreams, and Edtech slows down. 🗓 Morning and Happy Monday! The markets are hell bent on sticking it to Trump on his tariff assault. Friday was brutal. So was Monday in the US. The question is, how much further can Donald take it, before he caves? 💡 Spotlight: Gold is having a moment. Prices hit a record high on Friday as investors look for safe bets. U.S. futures hit $3,083.60/oz and back home, gold is trading near ₹71,500/10g on the MCX, tracking the global surge.

By tanvi | Mar 31, 2025

Digital Dollar

L&T's largest deal ever, A dairy fundraise, and Index shuffle. Shar☀️ Good morning, the weekend is almost here! Markets finally hit the brakes after a solid seven-day run. Both Sensex and Nifty dropped nearly 1% as investors booked profits. 40 of the Nifty 50 stocks ended lower, and sectors like energy and realty bore the brunt. 💡 Spotlight: Midcap stocks are quietly stealing the show, again. The Nifty Midcap 100 is on track to outperform the Nifty 50 for the fifth straight year. In FY25 s

By tanvi | Mar 27, 2025

Steel King 🏆

BYD overtakes Tesla, FuriosaAI rejects a buyout, and Manipal's IPO. ☀️ GM, hope your day was better than Pete Hegseth’s. Atlantic Editor-in-Chief Jeffrey Goldberg was mistakenly looped into a private Signal conversation between top US officials discussing military strikes on Houthi rebels in Yemen. On a stupidity scale of one to ten, this is a level 15 blunder. There is no precedent, and the National Security Council is now scrambling to figure out how this happened. The memers had a field d

By tanvi | Mar 26, 2025

Meesho 💰

No unicorn 2025, Auto deals, and another Chapter 11. ☀️ It is a bright morning for dip buyers. Markets rallied for a sixth consecutive session on Monday, marking the longest winning streak in 6 months Nifty Bank was the real MVP, jumping over 2%, thanks to Kotak Mahindra Bank leading the charge. Let’s hit it 1 Big Thing: Startup funding heats up in Q1 📈 India’s startup scene just had its best funding quarter in a year, pulling in $2.5 billion in Q1 FY25. The deets: funding jumped 13.6%

By tanvi | Mar 25, 2025

Motabhai 😎

Adani's green deal, Bain gets Mannapuram, and Rupee recovery. ☀️ Good morning, the weekend was short. Markets just wrapped up a blockbuster week. The Nifty jumped over 4%, marking its best week in more than four years. The real MVP however was the Midcap Index, which surged nearly 8%, logging its biggest weekly gain since April 2020. 💡 Spotlight: Defence stocks rallied up to 6% after the government approved ₹54,000 crore worth of military procurement deals. The Nifty India Defence Index ro

By tanvi | Mar 23, 2025

Ampere 🤝

Dmart's E-commerce bet, Adani sells wires, and A defense deal. ☀️ Good morning, the weekend is here! 📈 Indian markets rallied for the fourth straight session, logging their longest winning streak in nearly two months. Sensex & Nifty jumped over 1%, with all sectors in the green, led by Reliance, TCS, HDFC Bank, and Infosys. 💡 Quick spotlight: Copper surged past $10,000 per ton, fueled by weeks of trade chaos sparked by Trump’s aggressive tariff push. FWIW, commodities generally do well when

By tanvi | Mar 20, 2025

Rebound

Defense stocks rally, Vodafone's new bet, and Flying taxis are back. ☀️ Good morning. NASA astronauts Sunita Williams and Butch Wilmore finally made it back to Earth, splashing down off Florida’s coast. Originally intended to be an eight-day mission, their stay on the International Space Station lasted 286 days due to technical issues with the spacecraft that carried them up to the ISS. Markets kept the momentum going for a third straight session, with Sensex at 0.19% Nifty edging up 0.34%.

By tanvi | Mar 20, 2025

PhysicsWallah 🤳

Google's biggest bet, Venture town hot, and Amazon's layoffs. GM, momentum may be back in Indian stocks. Sensex and Nifty bounced back with an over 1% surge, marking their biggest single-day gain in almost two months. Nothing fundamentally changed, other than the fact that investors understand things can’t stay low forever. Meanwhile, U.S. markets are also recovering—since last Thursday, the S&P 500 is up 2.7%, as trade war jitters ease. Data Spotlight: thanks to uncertainty around the world

By tanvi | Mar 19, 2025

Allianz 👋

Green energy IPO, FIIs quitting, and Major deals. ☀️ GM, hope your Monday was better than Ola’s. The company just got hit with a lawsuit for not paying a vendor, tanking stock down 5% yesterday. On a positive note, Sensex added 0.49% and Nifty 50 jumped 0.52%. U.S. markets meanwhile have shown a sharp reversal. Since last Thursday, the S&P is now up 2.7%. The fear of uncertainty with tariffs has mostly played out. 💡 Data Spotlight: another key metric investors watch for, wholesale price inf

By tanvi | Mar 18, 2025

Catch 'em all 🎮

Zetwerk plans an IPO, Government wants reels, and A chip bet. ☀️ Good Morning, it’s Monday. Markets tried to keep the party going but lost steam fast. Sensex & Nifty ended flat, as IT stocks dragged the mood down. 💡 Spotlight: India’s auto market had a mixed February. Passenger vehicle sales hit a record 3.8 lakh units, up 2% YoY, while two-wheelers stalled. Three-wheelers, however, picked up pace, showing a shift in consumer demand. Let’s hit it! 1 Big thing: Zetwerk is gearing up for

By tanvi | Mar 16, 2025

Deflation 📉

Chakna deals, Inflation cools, and Zuck's new passion project. ☀️ Good morning, it’s Thursday. 🗓 Markets stayed in cruise control as Sensex and Nifty ended flat after some mid-day volatility. Bank stocks kept the mood upbeat—HDFC Bank gained 1.5%, while Kotak Bank climbed 2.3%, lifting Nifty Bank into the green. 💡 Spotlight: Reliance Jio added 3.9 million new users in December, tightening its grip on India’s telecom market. Bharti Airtel followed with 1 million new subscribers. Vodafone I

By tanvi | Mar 13, 2025

Starlink 🚀

IndusInd in trouble, A surgical bet and, More energy deals. Morning, it’s Wednesday! Dalal Street shook off U.S. recession fears as Sensex closed flat while Nifty edged higher by the day’s end. Bank stocks struggled, with Axis Bank slipping nearly 1% and HDFC Bank dragging Bank Nifty lower, because IndusInd Bank couldn’t do math. Meanwhile, real estate stocks had a field day—Phoenix Mills, DLF, and Oberoi Realty jumped 3-4%, leading the gains. 💡 Spotlight: personal income tax collections g

By tanvi | Mar 11, 2025

Attacked

Healthcare bet, New AI model in town, and A defense win. ☀️ Good Morning, its Tuesday. Monday brought a violent bloodbath in U.S. stocks not seen for a few years… The Nasdaq for example crashed 4% at a point, worst since Sep 2022. Trump’s playbook of wrecking the economy and pushing the Fed to lower rates might just be working. Back in India, the Nifty and Sensex, are starting to stabilize a bit. Worth noting, for the first time in years, the Nifty is now cheaper on an earnings basis than th

By tanvi | Mar 11, 2025

Winter 💸

China wants a friend, Clean energy deals, and Crypto cools off. 🗓 Morning! And happy Monday. Global markets remain choppy, but a new leader has emerged in the stock races — Europe. After mostly being out of fashion for a decade, European stocks (Germany, France, Sweden, etc.) are ripping as the region announces BIG BALLS spending plans to catalyze infrastructure and defense. Back home in India, the bottom may be in. The Nifty added nearly 2% last week—as some early investors bet that the se

By tanvi | Mar 9, 2025

Bharat Forge

Gemini spices it up, Ola wins, and Tesla comes to India. ☀️ Morning, folks! Friday is here, but probably a rough one if you’ve checked your portfolio this week. There is some respite in the Indian markets though. Sensex and Nifty added nearly 1% on Thursday after the RBI injected nearly $21 billion in liquidity. Back in the U.S., Donald’s tariff dance has sent shockwaves through the markets, crashing the S&P 500 and the Nasdaq. Things aren’t as bad considering how good the market was doing, b

By tanvi | Mar 7, 2025

Big Bets 💰

Amazon bets on India, Venture town hot, and Adani wants some sauce. ☀️ Good Morning, its Thursday! Markets bounced back big on Wednesday, snapping Nifty’s 10-day losing streak with its biggest single-day gain in a month. Despite tariff concerns, key indices climbed over 1%. 💡 Spotlight: India’s services sector rebounded sharply in February, after hitting a two-year low in January. The HSBC India Services PMI jumped to 59.0 from 56.5, signaling stronger business activity and demand. Faster o

By tanvi | Mar 5, 2025

Slump 📉

Defence rally, TSMC's chip bet, and a Vaccine win. 🗓 Good morning, the dip keeps dipping… The market has been gripped by trade war fears. Trump’s 25% tariffs on Mexico & Canada kicked in Tuesday, sending markets tumbling. The S&P 500 has now given up all gains since Trump assumed office. The Nasdaq saw one of the harshest declines in recent history, losing 10% in roughly 10 days. Back home, after a sharp fall on Tuesday, Nifty recorded the longest losing streak on record, falling for 10 str

By tanvi | Mar 5, 2025

India’s OG online grocer BigBasket is going public

BigBasket has kicked off its IPO process, aiming to hit the markets within the next 18 to 24 months.

By tanvi | Mar 4, 2025

Trump is building a U.S. Cryptocurrency Strategic Reserve

The President announced the creation of a U.S. Cryptocurrency Strategic Reserve — a fund backed by taxpayer money, that will hold digital assets like Bitcoin, Ethereum, XRP, Solana, and Cardano.

By tanvi | Mar 4, 2025

Blue Ghost 📸

Trump's crypto play, Big Basket's IPO, and India's GST collections. ☀️ Morning, folks! Markets played tug-of-war all day. Sensex and Nifty opened strong but couldn’t hold their gains, ending the session in the red after a choppy ride. 💡 Spotlight: February auto sales were a mixed bag. Maruti Suzuki kept its No.1 spot, while Tata Motors saw a dip in passenger vehicle sales. Hyundai’s domestic numbers slipped, but exports jumped nearly 7%. Mahindra & Mahindra’s exports nearly doubled, and it

By tanvi | Mar 4, 2025

Signing off

GDP grows, Spending goes up and An expensive typo. ☀️ Morning, Monday is here! And March as well. So far, this has been a brutal year for stocks in India — the Nifty is now down almost 7% YTD, Sensex in tow. For many who joined the game post COVID, this may be the first prolonged correction. If you’re looking for frameworks to align yourself, here’s one. 💡 Spotlight: India’s digital payments boom continues unabated. UPI hit its highest-ever monthly record in January. Transactions soared pas

By tanvi | Mar 3, 2025

NVIDIA posts Q4 earnings, markets remain unimpressed

Nvidia just dropped another monster Q4 earnings, the kind that usually sends Wall Street into a frenzy. But the stock barely moved. By the numbers: the AI chip giant reported $39.3 billion in revenue, up 78% YoY, with $22.1 billion in net income, an 80% surge from last year. The data center business alone brought in $35.6 billion, nearly double from a year ago, while Nvidia’s new Blackwell AI chips added $11 billion to the mix. Wall Street stayed unfazed though. Nvidia has been smashing recor

By tanvi | Feb 28, 2025

Nvidia

Airline win, Fintech's moment, and Nazara goes offline. ☀️ Morning, folks! No real movement on the Street. Nifty and Sensex closed flat, dragged down by real estate and auto stocks. Nifty Bank held up, with SBI Card and Bajaj Finserv up 2%. 💡 Spotlight: the RBI scrapped its "increased risk weight" rule, which would’ve forced NBFC’s to set aside more cash for loans. Generally speaking, the move is aimed to make lending easy — in hopes that it helps spur economic activity. 1 Big Thing: Nvidi

By tanvi | Feb 28, 2025

Streaming 💸

Year of big IPOs, GOI's solar bet, and Fuel exports. 🗓 Morning, folks! Bit of a gloom overtaking markets right now. The S&P 500 is down 5% from all time highs, mostly giving up all gains of this year. Back in India, Sensex and Nifty continue to be under pressure. 💡 Spotlight: Credit card transactions surged 10.8% YoY, hitting ₹1.84 lakh crore in January 2025. You could say consumer is spending, or you could say the economy is so bad that people are relying on credit. Pretty light news da

By tanvi | Feb 26, 2025

Pharma

Homegrown chips, Healthcare deal, and India's trade dependence. 🗓 Morning, folks! Absolutely no luck with this market. Sensex and Nifty took another beating yesterday, down about 1% for the day. IT stocks were among the worst hit. 💡 Consider this: Nifty 50 has joined the ranks of the worst-performing equity markets this year, alongside Thailand (10%) and the Philippines (6.7%). India’s weakness comes particularly from the pullback of foreign investors, who have now pulled out nearly $5.4 bi

By tanvi | Feb 25, 2025

Cash out 🎰

Good Glamm struggles, IPO incoming, and a New E-commerce king. 🗓 Good morning, Monday is here. The 94 year old Warren Buffett sent his annual letter to shareholders. Despite 2024 being a record year for the S&P, ol-Warren managed to marginally exceed the market’s returns through his Berkshire. The letter has many gems of wisdom. Check it out for yourself. 📉 Back home, markets in India face a tough test as earnings remain, at best, lukewarm. Rate cuts and income tax reductions could potenti

By tanvi | Feb 24, 2025

Geared up 🪖

Lithium bet, HP's new acquisition, and Vedanta plans a demerger. 🗓 Morning, it is Friday. No luck with the markets so far. Sensex slipped another 0.29% and the Nifty remained flat and investors continue to worry about the broader economy. 💡 Spotlight: The NIFTY FMCG index is deep in a 14-day losing streak, plunging 11.2% and wiping out ₹2.7 trillion in investor wealth. Tobacco stocks took the biggest hit after the government hinted at raising the GST on tobacco. ITC fell over 1%, while God

By tanvi | Feb 21, 2025

Qatar 💡

A quantum leap, Oyo's European bet, and Coffee gets expensive. 🗓 Morning, folks! Markets aren’t shaking off the choppiness just yet. Sensex & Nifty ended flat, with pharma and autos dragging down gains. S&P edged up 0.24%, while Nasdaq moved up a tiny inch—both continuously pushing against all time highs. 💡 Spotlight: Gold prices reached an all-time high of ₹89,400 per 10 grams. The yellow metal has been on a tear, rallying 12.6% this year alone. A mix of safe-haven demand, Trump’s fresh

By tanvi | Feb 19, 2025

Tesla 🚗

Nuclear bets, A meat IPO, and A deal gone bad. 🗓 Good morning, blink and it is mid week. Markets appeared shaky on Tuesday, with both Sensex & Nifty ending the day flat. Back in the west, earnings optimism is helping shake off tariff man’s scare, witht he S&P 500 closing at another all time high. 💡 Spotlight: Indian companies just posted their slowest revenue growth in five quarters—net sales for 382 firms rose just 4.1%, the weakest since September 2023, per Moneycontrol. Another data po

By tanvi | Feb 19, 2025

Underwater 🏊‍♀️

Flying ambulances, An FMCG acquisition, and Air travel on the rise. 🗓 Morning, folks! Markets caught a break on Monday as it snapped an 8-day losing streak. Sensex managed to rise nearly 1% while Nifty remained flat but in the green. The volatility index, which in simpler terms is a measure of uncertainty, ended nearly 5% higher indicating the unpredictability. 💡 Spotlight: India’s natural gas demand is set to jump 60% by 2030, putting it in line with the world’s largest consumers, accordi

By tanvi | Feb 18, 2025

Profit 🗼

RIL adds to cart, Food wars, and A security IPO. 🗓 Morning, folks! February hasn’t been pleasant to Indian stocks. As of Fridat, markets logged their 8th straight losing session, the longest streak in over two years. For now, t is a combination of potential tariffs and a looming consumer slowdown that is weighing on things. 💡 Spotlight: India’s auto exports jumped 40.2% YoY in January, with passenger vehicles up 17%, two-wheelers up 46.2%, and three-wheelers up nearly 20%. While domestic

By tanvi | Feb 16, 2025

Convenience 🍜

🗓 Morning, folks! Markets extended their losing streak to a seventh straight session, marking the longest slide in three months. Wall Street had a solid week, with the S&P 500 up 1.04% and the Nasdaq surging 1.43%, driven by Big Tech momentum. 💡 Spotlight: Chevron is setting up a $1 billion R&D center in India focused on advanced engineering and geotechnical analysis for global energy projects. The facility, called ENGINE, will support carbon capture, gas production, and refinery tech, crea

By tanvi | Feb 14, 2025

Dipflation 📈

Biggest quantum bet, Pizza party, and A nuclear deal. 🗓 Morning, folks! Markets extended their losing streak for the sixth straight session, but there was a silver lining. While Nifty and Sensex remained in the red, the mid-cap index bounced back over 1,600 points, signaling some much-needed relief. Expect some volatility to continue until the market finds a clear direction. Let’s hit it. 1 Big Thing: Inflation Takes a Breather 📈 India’s inflation finally cooled in January, giving consu

By tanvi | Feb 13, 2025

Energy 🚀

Solar power wins, IRCTC rides high, and Big tech made some noise. 🗓 Morning, folks! Another day, another market slump. Sensex and Nifty slid over 1%, marking five straight sessions in the red. We could say Tariffs, global uncertainties etc. is driving all this negative action, but it is at this point getting a bit insane. 💡 Spotlight: India’s tax base is growing. By December 31, FY25, total income tax returns filed rose 4% YoY, hitting 83.9 million. But here’s the kicker, 55.7 million of th

By tanvi | Feb 12, 2025

Nykaa 💄

Tariffs 2.0, Penny drops, and Mega deals. 🗓 Morning, folks! 📉 The markets simply cannot catch a break, with the Sensex down over 0.70% and Nifty down over 0.76% yesterday. Trump’s fresh round of tariffs on steel and aluminium sent Nifty Metal down 2.64%, fuelling investor jitters. 💡 Spotlight: Apple’s India play is paying off. The tech giant exported $11.4 billion worth of iPhones in just 10 months of FY25, hitting a new milestone. January alone saw $2.2 billion worth of exports, powered b

By tanvi | Feb 11, 2025

Cuts 🚨

Amazon delivered, Forex boost and Chips come cheap. 🗓 Morning, folks! Monday is here. Despite a much awaited RBI rate cut on Friday, markets weren’t exactly thrilled. The Sensex slipped 0.25%, Nifty dipped 0.18%. But markets did finish the week in the green, thanks to positive earnings. With HDFC Bank and Bharti Airtel leading the charge, six of India’s top ten most valuable firms add ₹1.18 lakh crore in market cap last week. 💡 Spotlight: a new report from Bain & Co says India’s pharma exp

By tanvi | Feb 10, 2025

Eternal 🚀

Airtel's earnings, Mega deals, and A gold rush. 🗓 Morning and Happy Friday! No luck in the markets so far this year, with the Sensex crawling back another 0.27% yesterday and the Nifty down 0.39%. All eyes will be on RBI’s rate cut today, with expectations lined up for a 0.25% cut — the first in over five years. The economy needs it. 💡 Spotlight: meanwhile, enthusiasm in the private markets is peaking. January saw venture funding hit $1.75 billion, the highest it has been in six months. Gr

By tanvi | Feb 7, 2025

Hexaware 🚀

Ambani's new bet, Swiggy's earnings disappoint, and Apple Invites 🗓 Morning, folks! The market is struggling for direction. Sensex turned around and slipped another 0.4% yesterday, with a similar move in the Nifty. 💡 Spotlight: Gold prices are on a tear. The 24K gold price hit an all-time high of ₹85,200 per 10 grams, while 22K gold climbed to ₹78,100. Gold is often viewed as a safe haven to counter uncertainty by investors. Right now, it could be tariffs, Trump-risk, and inflation. Let’s

By tanvi | Feb 6, 2025

Dreams 📈

Nuclear ambitions, Stock moves and AI’s Big Leap. 🗓 Morning, folks! Markets were back in rally mode, with Sensex surging 1.8% and Nifty jumping 1.6%. Investors seem to be shaking off the recent market jitters, at least for now. 💡 Spotlight: in a very tit-for-tat move, China hit back just moments after Trump’s 10% tariff on Chinese goods, escalating the trade war. Beijing announced export controls on tungsten-related materials, slapped new tariffs on U.S. coal, LNG, oil, and agricultural eq

By tanvi | Feb 5, 2025

Reasoning ⚡

Crypto down, Paytm international, and A Gold surge. 🗓 Morning, folks! Budget optimism was overpowered by Trump-tariffs. Markets stumbled to start the week, with Sensex down 0.4% and Nifty slipping 0.5%. Both indexes are now trading nearly 10% below their September highs. 💡 Spotlight: the Budget’s focus on nuclear power deserves kudos. India has set an ambitious target of 100GW in power production capacity, using Nuclear Energy by 2047. ₹20,000 crores have been outlined. 1 Big Thing: Open

By tanvi | Feb 4, 2025

Taxman

Tariff walls, More fines, and Shein makes a comeback. 🗓 Morning, folks! We blinked, and February is here. 📉 Markets were energized with the Budget buzz, sending Nifty and Sensex up over 1% for Saturday’s special trading session. We may finally have our turnaround catalyst. 📊 Across the world, U.S. markets are bracing for a rough Monday open, as investors weigh another uncertainty in Trump’s new tariff plans. S&P futures were down 1.75%. 💡 Spotlight: India’s electronics manufacturing sec

By tanvi | Feb 2, 2025

Masa 😎

MSFT's earnings, Flipkart tries astrology, and India on the AI train. 🗓 Morning and Happy Friday! Just like that, we’re at the end of January. 📈 Markets held steady yesterday with Sensex up 0.45% and Nifty climbing 0.56%, but investor sentiment continues to remain uncertain. The biggest catalyst on the horizon could be tomorrow’s budget, and considering we’ve mostly treaded water for the past 6 months, hope is that the big move will be on the upside. 💡 Spotlight: SEBI just dropped the ha

By tanvi | Jan 30, 2025

Party on 🤟

Maruti's roadblocks, Credit card boom, and Venture town hot. 🗓 Morning, folks! Markets had a solid day yesterday. Sensex climbed 0.86%, while the Nifty jumped 0.95% as investor sentiment got a boost. 📈 Across the pond, the Nasdaq rebounded, shaking off Monday’s DeepSeek-induced panic as investors bought the dip. Tech earnings are also rolling through. Zuckerberg gets top marks on growth, profits, and AI capex. Meta’s operating margin is now at 50%. Talk about internet scale. 💡 Spotlight:

By tanvi | Jan 30, 2025

Supersonic 🚀

ISRO's 100th, Zepto’s Shift, and A Fusion Bet. 🗓 Morning, folks, 2025 continues to prove a roller coaster year, or in Wall Street speak, volatile. 📉 India bounced back a tiny bit yesterday, with the sensex jumping 0.81%, and the Nifty50 adding 0.64%. Not enough for the Nifty to cross 23,000. Here’s what’s weighing on things: earnings haven’t exactly been stellar. On top of that, it’s budget week — hardly the time to get overly bold. 💡 Spotlight: India’s digital revolution continues to so

By tanvi | Jan 29, 2025

Plot Twist

Tata dials in, New AI play, and An expensive settlement. 🗓 Morning, and happy Monday! It is the week of the budget, and the stakes couldn’t be higher. Markets will actually be open on Saturday, while the Union Budget will be presented. Meantime, this week major Q3 earnings from Tata Steel, Maruti, and ONGC will keep investors on their toes. Another thing to watch out for is the US Fed's interest rate decision, which could ripple across markets worldwide. 📉 ICYMI: Last week, the Sensex sli

By tanvi | Jan 27, 2025

Big Cloud ☁️

Tiger is back, Oil shortage, and Mega deals. 🗓 Morning, folks 👋 📈 Markers stayed in the green yesterday, with the Sensex adding 0.15% and the Nifty rising 0.22%. The S&P clinched another high yesterday as Trump’s return energizes US stock markets. Energy stocks are particularly under focus, as AI power needs start to add up. Let’s hit it! 1 Big Thing: India’s oil strategy resets🛢️ After riding the wave of discounted Russian oil, India’s energy game is shifting gears as fresh U.S. sanc

By tanvi | Jan 24, 2025

Kwality Matters

$NFLX's party, AI in the desert, and An FMCG bet. 🗓 Morning, folks 👋 📈 After a choppy ride this week, markets finished positive yesterday. The Nifty50 added 0.59%, and the Sensex rose over 0.75%. Meanwhile, Trump optimism and AI has driven the S&P 500 to all time highs. 💡 Spotlight: India’s market story is actively being re-written by retail investors. NSE’s unique registered investors just crossed the 11 crore mark. What’s crazy is that the latest 1 crore joined in just five months—a b

By tanvi | Jan 23, 2025

Testing Limits 👊

Paytm disappoints, Major deals, and A fintech scam. 🗓 Morning, folks 👋 📉 Mr. Market had a case of the terrible Tuesdays yesterday. The Sensex dropped 1.6%, and the Nifty slid 1.3%, with renewed fears over interest rates and potential erratic tariff policies from the new Pres. 💡 Spotlight: Trump’s back, and India’s playing nice. India has agreed to cooperate in the deportation of nearly 18,000 people illegally residing in the US, trying to win points with the aggressive America-first adm

By tanvi | Jan 21, 2025

Grounded

🗓 Morning, folks 👋 📈 Markets bounced back yesterday, with Sensex gaining 0.53% and Nifty climbing 0.58%. Trump’s inauguration and earnings season seem to be fueling the optimism. 💡Quick spotlight: India’s IPO market is buzzing. Over 1,000 companies are expected to go public in the next two years, raising a whopping ₹3 lakh crore. Let’s hit it. 1 Big Thing: Zomato’s ambition disappoints investors 🍽️ Zomato’s December quarter earnings were a mixed bag. Growth investors may have loved i

By tanvi | Jan 21, 2025

Crypto Donald 📈

Power surge, More IPOs, and The war ends. 🗓️ Morning, new week! 📉 2025 proving challenging for the markets. The Sensex is off 2.40% this year, and the Nifty 50 down 2.27%. 💸 For investors to get positive, there needs to be a catalyst. Right now, the upcoming budget is the only thing on the horizon. 💡 We’re entering peak earnings season. Zomato kicks things off today. HDFC, ICICI, HUL, Ultratech, and other heavyweights are scheduled this week too. Back in the west, Netflix, Tesla, Micros

By tanvi | Jan 19, 2025

Adani Survives 💪

ISRO’s new high, Mega deals and Meta's challenges. 🗓️ Morning, folks 👋 The weekend is almost here! 📈 Markets held steady yesterday, with Sensex and Nifty both rising around 0.42%. 💡 Spotlight: India is set to surpass 900 million internet users by 2025, all thanks to growing rural connectivity. Also, India hit a huge milestone yesterday, becoming the fourth country to achieve unmanned satellite docking in space with ISRO’s SpaDeX mission. The mission docked two satellites in low-earth o

By tanvi | Jan 16, 2025

NARCL Set to Acquire Jaiprakash Associates in ₹12,000 Crore Deal

The National Asset Reconstruction Company Limited (NARCL) has acquired the stressed assets of Jaiprakash Associates Limited (JAL) in a ₹12,000 crore deal. The acquisition is expected to resolve one of India’s largest corporate debt cases. Deets: The deal provides lenders a recovery rate of 23%, reflecting JAL’s severe financial challenges. The resolution is expected to conclude by March, giving lenders partial relief after years of uncertainty. NARCL, India’s government-backed "bad bank," aim

By tanvi | Jan 16, 2025

Ceasefire

Pepsico likes chakna, A Neuroscience bet, and Layoff's are back. 🗓️ Morning, folks 👋 📈 Another steady and positive day in the markets, with the Sensex rising 0.29% and Nifty adding 0.16%, despite broad market uncertainties looming. 💡 Quick Spotlight: India’s trade deficit narrowed to $21.9 billion in December, a sharp drop from November’s record $31.8 billion, thanks to gold imports halving to $4.7 billion. Another positive was that electronics exports surged 35%, hitting a 24-month high

By tanvi | Jan 15, 2025

Banned 🚫

Trump gears up, EV takeover, and Venture town on fire. 🗓️ Morning, folks 📈 Not an easy year to be an investor. Indian markets added a little bit yesterday to buck the trend on the previous day’s painful sell off. The Sensex gained 0.22% and the Nifty 50 added 0.53%. A small win as global volatility continues to loom large. 📉 Meanwhile Bitcoin is doing its own thing, down nearly 10% on the week and briefly dipping below $90K — the lowest price since November, only to bounce back this morni

By tanvi | Jan 15, 2025

Gearing up

🗓️ Morning, folks 👋 📉 Markets went crazy yesterday, unable to chart a clear course for 2025, as global markets remain volatile and India’s own growth problems stare us in the face. Sensex lost 1,000 points, and the Nifty50 was barely over 23,000. 💡 Quick spotlight: India ranked third globally in fintech investments, despite a 33% drop in funding, raising $1.9 billion in 2024. The sector faced headwinds from slowing demand and geopolitical pressures but held its ground globally. Couple of

By tanvi | Jan 14, 2025

Dry Days 🍺

DMart's numbers, Chip Deals, and AI wave. Morning, folks 👋 📈 Made it through the first week of 2025 and it wasn’t exactly the party we had hoped for. Global markets are wobbling, crypto remains on shaky ground and Indian markets, although a bit stable, are seeing a rough time in areas like small caps. But with earnings season kicking off, things could get interesting. 💡 Quick spotlight: India’s M&A activity grew 38% in 2024, touching $109 billion, up from $79 billion last year—a solid vo

By tanvi | Jan 12, 2025

No Quantum

New leadership, More in qcommerce, and Spotify's video play. ☀️ Morning, folks! Local tech is off to a strong start in 2025, led by AI and Quick Commerce. 💡 Quick spotlight: Top FMCG players like HUL, Dabur and Parle say quick commerce now drives 35% of their ecommerce sales—nearly double last year. Ecommerce has been the fastest-growing channel for FMCG sales. 📈 Meanwhile, the Indian markets pulled back a bit, with metals and PSU taking the worst hit. US markets were closed to honor ex Pr

By tanvi | Jan 10, 2025

New Meta 🔥

AI gets more money, Stock moves, and A golden quarter.

By tanvi | Jan 8, 2025

Golden 💰

Titan's stellar quarter, MSFT's new bet, and Stock moves. ☀️ Morning, folks! Hope your Tuesday was as upbeat as Mr. Market’s. Sensex and Nifty bounced back strong after a rough day yesterday. Let’s hit it! 1 Big Thing: Titan had a sparkling quarter ✨ Thanks to festive cheer and a surge in gold prices, Titan which owns brands like Tanishq, estimates a 24% YoY revenue growththe Sep-Dec quarter. Titan says the top-line growth was largely driven by strong demand across its jewellery and prem

By tanvi | Jan 8, 2025