

Stocks that are down 20-40% over the last 1 year You will find all kinds of names here - banks, FMCG, IT, cement, insurance, railways, consumer etc
1991's aviation reforms exposed a brutal reality: deregulation without capital is a death trap. High costs crushed early players, forging today's duopoly. Can any new entrant afford this cash burn?
Listed Tata giants are independently financing their massive growth. By strategically leveraging internal cash flows, debt, and partnerships, they bypass any reliance on Tata Sons for equity.
India now has about 1.34 billion telephone subscribers, including roughly 1.3 billion wireless connections, with tele-density at 94.3 per cent.
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Internet subscriptions have approached one billion, and the average mobile subscriber consumes more than 21 GB of data each month.
India July Trade Update: 📈 • Goods Exports: $44.2B (+19.6%) • Trade Deficit: $31.98B (6-month high).
Numbers tell a clear story.
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While inflation surged to double digits, peaking at 12% during the UPA years and often exceeding GDP growth, the NDA era under PM Atal Bihari Vajpayee and PM Narendra Modi has largely kept inflation under control, allowing growth to stay ahead.
Indian state-owned refiners are rushing to procure spot crude unusually far in advance as Ukrainian attacks on Russian energy assets and a stalemate over the Strait of Hormuz make supplies increasingly uncertain.
More than 53 million people worked as food delivery or ridesharing drivers in China in 2025. Without these gig economy jobs, China's employment scenario is looking bleak.
2026 Global Markets: Japan Rises, India Slips
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Japan’s Nikkei leads 2026 with a 29% return, while India's Nifty dipped 6.5%. Over 10 years, no single market stays on top. The true key to investing? Diversification.
Why read Six Faces of Globalization by Anthea Roberts & Nicolas Lamp?
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Globalization isn't just one story—it’s six competing narratives. This powerful book unpacks who wins, who loses, and why the debate matters more than ever.
Key insights:
The Establishment View: Globalization drives prosperity through free markets.
🔹 The Left-Wing Critique: It widens inequality and fuels corporate power.
🔹 The Right-Wing Populist View: It undermines national identity and jobs.
🔹 The Green Perspective: Global growth endangers the planet.
🔹 Techno-Utopianism: Innovation and openness solve global problems.
🔹 Geoeconomic Realism: Nations use economics as a strategic weapon.
Why read it?
If you want a balanced view of globalization’s complexity, this book is your guide to understanding today’s global tug-of-war.
Why India Must Test ANEEL Fuel
Experts urge India to test ANEEL thorium fuel. With the world's largest thorium reserves and 20 of 47 global PHWRs, India is perfectly positioned to lead in nuclear energy.
In India, China and the Philippines, AI is creating more jobs than it cuts, says a new Nomura Holdings report. (TOI)
Textile : Valuation snapshot with growth projections src : Nuvama
MapmyIndia Shares Plunge 14% This Week on Q1 Margin Miss
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MapmyIndia (CE Info Systems) fell 14.17% this week to ₹1,014, underperforming the market after Q1FY27 results. Revenue rose 14.9% YoY but margins contracted on a one-time write-off and higher hardware mix, prompting a JM Financial downgrade. Watch order book execution and margin recovery next.
The Momentum Decoder: Kalyan Jewellers India Ltd (+60% in 1 month)
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Kalyan Jewellers India Ltd (NSE:KALYANKJIL) surged after posting a massive 46% jump in quarterly revenue, which triggered aggressive institutional buying despite some minor margin pressure. Smart money completely absorbed the initial post-earnings profit booking near ₹568, driving a sharp volume-backed recovery that pushed the stock to finish strong at ₹610.
Bottom Line: The structural growth is impressive, but chasing a vertical 60% rally leaves no margin of safety; wait for a healthy pullback toward ₹570 before considering new entries.
Tata Tech Jumps 17% to 52-Week High on Honda Report
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Tata Tech rose ~17% in two sessions to a 52-week high near ₹873 after Bloomberg reported Honda outsourced end-to-end vehicle platform development. Firm clarified prior Japanese OEM disclosure. Watch execution and next earnings for revenue impact.
Yield Spike & Global Impact 🌍
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The US 30Yr Treasury yield hit 5.28%, a high unseen since 2007. The US-Iran conflict pushed WTI Crude from $67 to $115/barrel before settling near $76.
Rising crude halted the inflation decline, sparking hawkish Federal Reserve shifts. The 10Yr Treasury yield has strong support at 4.5% and could hit 5%. The Dollar Index remains firm near 98.
Tactical Play: Elevated yields strengthen the USD but crush Gold and emerging equities. Gold ($4,341) faces downside risk to $3,800. The Nifty 50 and Indian Rupee will face bearish corrections.
🎯 Bottom Line: Oil-driven inflation fears have reignited US Treasury yields. Expect a strong US Dollar, capped upside for Gold, and delayed rallies in global equities until yields decisively fall.
Power Coupling Delayed!
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India’s unified power price plan faces delays as Grid India raises tech & setup risks, while legal battles continue. A single power rate stays far off.
Nuclear Power Push!
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Adani Power plans its 1st nuclear project in MP. With new laws opening the sector to private firms, India’s clean energy expansion is getting serious!