Author: Aruna Kaim

Navigating over 4,000 listed stocks requires filtering out the noise to find true quality. To help investors pinpoint high-conviction opportunities, this weekly curation highlights an exclusive group of companies that have achieved the ultimate data-driven validation: a flawless 10 out of 10 score on Stock Reports Plus (powered by Refinitiv). The 5-Pillar Scoring System An average score of 10 isn’t a fluke—it is mathematically derived through rigorous, quantitative analysis across five foundational investment components: Earnings: Upward revisions and strong forecasting stability. Fundamentals: Robust balance sheets and healthy financial health indicators. Relative Valuation: Attractive pricing metrics relative to historical levels and…

The Nifty and Sensex are finally showing signs of shaking off a months-long bearish grip. For the past four months, the market remained downbeat—bears dominated the street, strong Q4 corporate earnings went largely unrewarded, and heavy foreign institutional investor (FII) selling added persistent downward pressure. However, momentum has shifted over the last few sessions, and market sentiment is turning net-positive. The Q1 Catalyst As the indices gear up for a potential breakout, two critical questions emerge: Which sectors will trigger the rally, and which ones have the legs to sustain it? The answer lies squarely in the upcoming corporate earnings…

Samsung is shaking up its premium mobile strategy. Following the debut of the Galaxy S26 lineup earlier this year, the company is preparing to refresh its foldable portfolio. However, breaking from the traditional duo of a single Fold and Flip, Samsung is poised to introduce a third, distinct form factor to its 2026 lineup, introducing a major shift in how we look at book-style foldables. Official teasers and growing industry leaks point toward a completely redesigned flagship, heavily rumored to be called the Galaxy Z Fold 8. The Shift to a Shorter, Wider Design Recent social media teasers from Samsung…

Bengaluru-based fintech major PhonePe announced a major structural reorganization on Monday, merging its insurance business directly into its core consumer payments division. Following the restructuring, Vishal Gupta, a member of PhonePe’s founding team and the CEO of PhonePe Insurance, has stepped down after more than a decade at the company to launch a new startup venture. Moving forward, the newly unified business units will be led by Sonika Chandra, PhonePe’s Chief Business Officer (CBO). The Architecture of the Realignment Gupta’s exit marks the departure of a key veteran who originally transitioned to PhonePe from parent company Flipkart, where he previously…

Global alternative asset management giant TPG, alongside Singapore’s sovereign wealth fund GIC and ICICI Bank, has signed a definitive agreement to acquire a 100% stake in Aseem Infrastructure Finance. While the companies did not formally disclose the exact financial terms in their announcement on July 6, 2026, industry sources peg the transaction value at approximately ₹4,800 crore to ₹5,000 crore (around $500 million). The transaction marks a complete, clean exit for Aseem’s current institutional sponsors, which include India’s quasi-sovereign wealth vehicle, the National Investment and Infrastructure Fund (NIIF, holding 59%), the Government of India (holding 31%), and Japan’s Sumitomo Mitsui…

India’s securitisation market—where lenders bundle up individual loans and sell them to investors to unlock quick capital—just capped its strongest first quarter in history. Total issuances for Q1 FY27 (April–June 2026) jumped 22% year-on-year to a record ₹60,000 crore, according to a new report by CRISIL Ratings. The blockbuster quarter was driven almost entirely by Non-Banking Financial Companies (NBFCs), which originated over 98% of the total market volume. However, the biggest story of the quarter is a fundamental shake-up in the underlying assets being sold, with gold loans officially overtaking vehicle loans as the country’s largest securitised asset class for…

E-commerce giant Flipkart has secured the Number 5 spot in the India’s Best Companies to Work For 2026 ranking by Great Place To Work. This achievement caps a meteoric three-year climb from Rank 58, highlighting an intentional workplace overhaul aimed at a shifting, younger Indian workforce that prioritizes purposeful growth and flexibility over conventional, linear corporate paths. The annual assessment evaluates employers through two major filters: a comprehensive, anonymous employee feedback survey and an in-depth Culture Audit tracking leadership strength. Flipkart rounded out an elite top five alongside hospitality leader Hilton (No. 1), Cisco Systems India (No. 2), Synchrony International…

In Mahindra & Mahindra’s FY25–26 annual report released on July 6, 2026, Managing Director and Group CEO Anish Shah delivered a decisive mandate to shareholders: the time for treating Artificial Intelligence as a sandbox experiment is officially over. Arguing that AI represents one of the most defining technological shifts of the decade, Shah emphasized that the conglomerate is systematically embedding the technology at absolute scale across its diverse multi-sector portfolio—spanning automotive, financial services, logistics, and real estate. “Our approach is clear: we must act with courage and intent. This is not a moment for incremental experimentation at the margins, but…

Beyond the blockbuster announcement of the Hyderabad Global Capability Centre (GCC), Nestlé has been making major strategic and financial waves globally and in India this week. Here are the latest key updates across the Nestlé ecosystem: 1. The Global Clean-Label Push: Stripping Out Artificial Colors In a major shift to address health-conscious consumer trends and looming regulatory pressures, Nestlé announced a global target to completely eliminate artificial food colorings from its product portfolio by the end of 2026. The Backstory: Nestlé had already stripped out synthetic FD&C dyes from its U.S. portfolio following a 2025 pledge. The Expansion: It is…

Nestlé Business Solutions (NBS), the shared services arm of the Nestlé Group, has announced the launch of its first Indian Global Capability Centre (GCC) in Hyderabad. Moving beyond traditional transactional support, the new facility is positioned as a strategic innovation hub designed to drive technology-enabled, data-driven operations across Nestlé’s expansive global consumer portfolio. The center will be operated under Nestlé Business Services India Private Limited, joining a growing wave of major consumer companies—including McDonald’s, L’Oréal, and Carlsberg—that are expanding their digital footprint in India. Strategic Collaboration with Genpact To accelerate the deployment of advanced internal capabilities, Nestlé is establishing the…