$800,000-a-day tankers: Are shipping stocks cheap or just cyclical?
The shipping industry has benefited from surging spot freight rates in the key tanker segments during recent wars – US versus Iran, Israel v...Read More
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Datanomics: India-China economic ties don't reflect their might
India and China seek stronger economic ties, but trade imbalance, border tensions and limited Chinese investment remain key hurdlesRead More
A Rs 2-lakh-crore pipe market is opening up. 2 Indian stocks are chasing the next big orders
India’s pipe industry is seeing rising demand from oil, gas, and water infrastructure. With global SAW pipe demand growing and Middle East p...Read More
Saudi Arabia pipeline outage threatens loss of 4% of global oil supply
Saudi Arabia has enough oil stocks at key ports to sustain exports for only a few days, raising the risk of a major supply loss if its East-...Read More
From cockpits to radar: 2 stocks building India’s defence electronics backbone
India’s aerospace push is driving a new EMS opportunity, with the domestic industry projected to grow 3X in 6 years. As electronics content ...Read More
5% dividend yield, 2x profits: Is this Mini-Ratna PSU ready to pay more?
A 5% dividend yield meets 18% earnings growth, strong cash generation and a valuation below its historical average. But can this PSU turn ri...Read More
The word control had become anathema for us in 1991: Sudha Pillai
Pillai tells that the CCI could have done more to curb concentration, and social protection should have featured more prominently in the ref...Read More
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