Topical Update

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re diving into Viceroy Research’s blunt takedown of Vedanta, accusing the group of bleeding its own businesses to keep a debt-heavy parent company alive. In a scathing 95-page report, the short-seller compared Vedanta Resources to a parasite, accused it of looting its own subsidiaries, and suggested […]

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will cover a topic that’s been at the center of market chatter lately, SEBI’s crackdown on Jane Street. The recent SEBI action against Jane Street has stirred debates not just about derivative markets, but about how far smart money can stretch the rules before it snaps

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we cover the major deals across the Indian healthcare sector. The Indian healthcare sector continues to heat up, with a surge in new product launches, mergers & acquisitions, and corporate spin-offs. Why wouldn’t it? The market is enormous and growing rapidly. Even with this rise in activity

Sambhv Steel’s IPO Unwrapped The importance of steel in any economy cannot be overstated. It’s one of the most fundamental sectors underpinning national development. In India’s case, its role becomes even more critical as the country accelerates growth through large-scale government spending in infrastructure and real estate. Steel, being central to this momentum, is poised

A Global Wake-Up Call and India’s Path Forward Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we dive into one of the most critical, and underappreciated geopolitical choke points: Rare Earth Metals. We’ll explore how China came to dominate this strategic sector, why the world is finally waking up, and what it means for

The defining industry shifts and key management takeaways Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re covering the key trends in Q4FY25 across sectors and insights from management. The Q4 FY25 earnings season is wrapping up, and the good news is, most sectors are reporting positive results! This momentum clearly contributed to India’s

Why Indian Startups are coming back home Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will dive into a powerful shift happening in India’s startup landscape and will explore why some of India’s biggest startups are coming back home. In May 2025, Razorpay, one of India’s leading fintech players, made waves by relocating

Navigating a New Era of Fixed Income Welcome to this week’s edition of TOPICAL WEDNESDAY!  Today, we will try to make sense of what is happening in the global bond market. Forget the flashing lights of the stock market for a moment. The usually predictable, some might even say staid, world of bonds is currently undergoing a

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight the facts and figures of recently signed Free Trade Agreement (FTA) between India and the United Kingdom (UK). In a world where protectionist sentiments are rising, India seems to be charting a different course, one that’s outward-looking and ambitious. Whether it’s the Middle East,

List of companies with robust quarterly performance and promising future prospects. Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight companies that showed strong growth in Q4 FY25 and positive forward-looking outlook. We’re now halfway through the Q4 FY25 earnings season, and so far, several companies have reported healthy numbers despite a complex macro backdrop. While