Recent Update

Date	Headline
09 November 2026	US data-centre limits threaten 12.4 GW. Existing operators may gain.
06 November 2026	Nvidia fell 9.3%. Memory suppliers still have more orders than they can fill. Three structural ideas
05 November 2026	Brent fell about 4.3%. We expect slower cost relief for Indian refiners.
04 November 2026	FIIs bought Rs 6,837 Cr. Nifty futures still trade at a discount.
03 November 2026	Brent fell 6.5%. We think India's airline fuel costs will stay high.
02 November 2026	Big Tech's cash flow falls to minus $26.4 billion. AI suppliers share the repayment risk.
30 October 2026	Amazon's cash deficit reached $42.4 billion. Its spending plan is unchanged. Three structural ideas
29 October 2026	Cabinet approves Rs 10,000 Cr for containers. Domestic suppliers gain bargaining power.
28 October 2026	L&T wins Rs 1,47,665 Cr of orders. We think profit growth gets harder.
27 October 2026	Tata Motors gets 89.42% acceptance for Iveco. Its net cash is unlikely to survive.
26 October 2026	India offers Rs 84,084 Cr for deepwater exploration. We expect drillers to earn first.
23 October 2026	FIIs sell Rs 52,354 Cr in October. GIFT Nifty points higher without global support. Two structural i
22 October 2026	FIIs hold 2,79,930 net short index-futures contracts. We think cash buying is tentative.
21 October 2026	Omdia finds Indian phone shipments fell 26%. Component suppliers still expect shortages.
20 October 2026	China requires tunnel-machine export licences. We think India's import bill understates metro contra
19 October 2026	India gets a waiver from new 100% US tariffs. Exporters benefit more than refiners.
16 October 2026	Maruti wins a Rs 13,000 Cr tax ruling. Cash recovery remains conditional. Three structural ideas for
15 October 2026	Cabinet clears IDBI's Rs 52,878 Cr sale. The bank receives no new capital.
14 October 2026	Hyundai commits $15.5 billion to India. Its listed subsidiary gets only part.
13 October 2026	Retail inflation reaches 5.54%. We think the RBI will tighten again.
12 October 2026	SpaceX agrees an $8 billion spectrum deal. India's telecom incumbents retain pricing control.
09 October 2026	FIIs sold Rs 12,943.60 Cr. GIFT Nifty still points higher. Three structural ideas for the weekend.
08 October 2026	Polycab faces insolvency over Rs 2.79 Cr. We see a board-control risk.
07 October 2026	Gulf crude exports recover to 98% of pre-war levels. India's crude relief remains limited.
06 October 2026	FIIs sold Rs 4,699 Cr in the latest cash-market session.
05 October 2026	G7 pledges 100 million barrels. India's crude costs barely change.
02 October 2026	Bajaj Finance approves Rs 17,500 Cr. We expect initial return-on-equity pressure.
01 October 2026	FIIs sold Rs 10,148 Cr. Domestic buying exceeded the outflow. Three structural ideas for the weekend
30 September 2026	FIIs sold Rs 9,980 Cr. We remain cautious on India's indicated rebound.
29 September 2026	Trump rejects Iran’s Hormuz proposal. GIFT Nifty still indicates a 0.3% gain.