Author: Aruna Kaim

The paywalled article you are referencing from The Economic Times (ET Prime) outlines a highly selective, “stock-specific” approach for navigating the mid- and small-cap segments over a 2+ year horizon. Because ET Prime dynamically generates these weekly stock lists using quantitative models (like Refinitiv’s Stock Reports Plus algorithm, which aggregates earnings growth, fundamental strength, valuation, risk metrics, and price momentum), the exact combination of the five stocks changes frequently under their subscription wall. However, the core investment thesis of the article provides highly actionable parameters you can replicate. The strategy highlights defensive, demand-resilient businesses whose operational performance does not rely…

If the persistent hum, rattle, or buzz of your traditional ceiling fan is keeping you awake, it might be time for an upgrade. Standard induction fans often grow louder over time due to wear and tear, unbalanced blades, or aging motors. Modern Brushless Direct Current (BLDC) ceiling fans offer a significantly quieter, smoother operation by eliminating mechanical friction, making them ideal for bedrooms, nurseries, and study spaces. Beyond their silent performance, these fans cut energy consumption by up to 65% and come equipped with smart, remote-controlled features. Here is a curated guide to the top low-noise BLDC ceiling fans available,…

In a major strategic branding offensive, Policybazaar (the flagship platform of PB Fintech) has signed legendary Bollywood actor Amitabh Bachchan as its brand ambassador. The nationwide marketing campaign will specifically focus on driving awareness for Health and Term insurance. The timing of this high-visibility campaign is highly critical, as the online insurance distribution sector braces for structural disruption from the government’s upcoming Bima Sugam platform. Bracing for the “Bima Sugam” Disruption Policybazaar’s massive marketing push comes ahead of a key regulatory milestone. IRDAI Chairman Ajay Kumar Singh has confirmed that Bima Sugam, the digital e-marketplace for the insurance industry, is…

India’s life insurance sector started the fiscal year (FY27) on a robust note, recording a 16.6% year-on-year (YoY) increase in new business premiums (NBP) during the April–June quarter (Q1). According to data from the Life Insurance Council analyzed in a CareEdge Ratings report, total first-year premium collections for the industry reached ₹1.09 lakh crore, up from ₹93,544 crore in the same period last year. The expansion was heavily led by private sector players, who grew at nearly three times the pace of the state-run giant, Life Insurance Corporation of India (LIC). The Q1 Breakdowns: Private Insurers vs. LIC Private Life…

In its first major international capital market move following a recent credit rating upgrade, retail non-banking finance company (NBFC) Shriram Finance is raising $1.3 billion through a consortium of offshore lenders. The fundraise marks a strategic shift to reduce the company’s borrowing costs by tapping into global liquidity pools rather than relying entirely on domestic debt or bond markets. The Lending Consortium Approximately half a dozen major foreign financial institutions have lined up to underwrite the credit facility. The key participants leading the initial transactional rounds include: DBS Bank HSBC Standard Chartered MUFG (Mitsubishi UFJ Financial Group) The Catalyst: Credit…

Indian private sector enterprises are experiencing a sharp pullback in forward-looking optimism, driven by global market uncertainties and escalating operational costs. According to the HSBC India Business Outlook survey (compiled by S&P Global), the net balance of domestic firms forecasting an expansion in activity over the coming 12 months dropped significantly to 22% in June, down from 35% in February. This marks the weakest level of corporate confidence recorded since October 2023. Margin Pressures and Pricing Limits The erosion in sentiment is heavily anchored to projected squeezes on corporate profit margins. While Indian businesses anticipate consistent growth, confidence regarding profitability…

Atelier Expressions, the premium lifestyle investment platform of the Singapore-based TVS VENU group, has signed a definitive agreement to acquire a majority stake in Lonestar Hospitality Private Limited, the parent entity behind New Delhi-based luxury handcrafted mithai brand Khoya. Transaction & Operational Architecture While the financial terms and exact deal valuation remain undisclosed, the core framework of the acquisition outlines a clear growth strategy: Timeline: The transaction is subject to customary closing conditions and is slated for completion by the end of August 2026. Management Continuity: Khoya’s founder, Sid Mathur, will retain full operational and execution responsibility, continuing to lead…

In a move set to reshape Jharkhand’s industrial and energy landscape, industrialist Naveen Jindal has announced a landmark investment commitment exceeding Rs 70,000 crore. The capital injection is slated for wide-ranging projects across steel production, nuclear energy, and renewable power. A Three-Pillar Strategy The investment package, formalized through an agreement with the Jharkhand state government, is divided into three key strategic areas designed to capitalize on the region’s rich resource base and industrial foundation: Steel Manufacturing (Rs 40,000 crore): This massive allocation aims to significantly bolster Jharkhand’s manufacturing capacity. The project is projected to create approximately 10,000 direct jobs while…

While the phrase “space-based AI” conjures sci-fi images of autonomous rovers exploring deep space or satellites thinking for themselves, the financial reality for Elon Musk’s SpaceX is far more grounded. According to market analysts and industry insiders, SpaceX’s most significant, near-term revenue payoff from artificial intelligence will come from serving Earth’s skyrocketing infrastructure demands—not from deep space exploration. Through its massive Starlink satellite constellation, SpaceX is uniquely positioned to solve a massive bottleneck facing the global AI boom: connectivity and data routing for ground-based data centers. The Ground-Based AI Data Bottleneck Generative AI models require an unprecedented amount of compute…

The explosion of prediction markets like Kalshi and Polymarket has caught the attention of Wall Street’s compliance departments. Major financial institutions are moving quickly to implement strict rules regarding whether their employees can wager on real-world outcomes, ranging from political elections to economic indicators. According to people familiar with the matter, several top-tier banks have explicitly banned or heavily restricted staff from participating in these platforms due to growing concerns over conflicts of interest, regulatory scrutiny, and the potential misuse of non-public information. The Conflict of Interest Dilemma Prediction markets allow users to buy and sell “shares” in the outcome…