Topical Update

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight companies that showed strong growth in Q1 FY26 and positive forward-looking outlook. We’re now completed Q1 FY26 earnings season, and majorly all companies have reported their results. Overall, this result season was more or less in line with previous quarter results. While broader market sentiment […]

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re unpacking WeWork India’s IPO, a surprising twist for a brand whose global parent flamed out in spectacular fashion. Once valued at $49 billion, WeWork became the poster child of unchecked ambition, lavish spending, and corporate chaos. After its failed IPO in 2019 and eventual bankruptcy

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we examine the sharp slowdown in India’s IT hiring cycle and what it signals for the industry’s next phase. Over the past two decades, India’s IT sector has been synonymous with stability. Predictable hiring cycles, mass campus placements, and consistent double-digit growth became the norm.

Welcome to this week’s edition of TOPICAL WEDNESAY! Today, we’re diving into how Rapido has shaken up the traditional cab aggregator model dominated by Ola and Uber and how they’re now gearing up to replicate that same disruptive playbook in the food delivery space. Get ready to explore how a nimble, two-wheeled underdog is taking

Welcome to this week’s edition of TOPICAL WEDNESAY! Today, we will explore the business model of GNG Electronics, aka Electronic Bazaar, whose IPO is open for subscription starting today. From Origins to a Refurbishing Vision Back in 2006, GNG Electronics began as a small Mumbai-based company operating out of Lamington Road, ground zero for India’s

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