Latest analysis on markets, policy, tech, infra, and primary—curated and continuously updated.
Store brands hit new highs: ~38% share in Europe, ~52% in the U.K., ~21% in the U.S. Why shoppers aren’t switching back, where price gaps stay wide, and which aisles (beauty, pet care) are getting premium store lines next.
AI racks above ~30 kW tilt the math toward liquid. A simple grid shows energy/OPEX by density, why fan and floor-space limits bite, and the upgrades to track (CDUs, warm-water loops) as liquid kits go mainstream.
Why platforms are packaging services, pushing ad tiers, and soft-selling paid household add-ons. Includes a simple grid on bundle combos vs ARPU lift and churn, plus three tells to track: ad-tier fill during sports/holiday peaks, time-spent after bundle upgrades, and how many new users pick ad tiers first.
What feels faster without the cloud: captions, translate, camera fixes, and voice actions—along with the real battery trade-offs. Matrix shows feature × offline speed × battery hit, and a short watchlist: camera-native caption/translate, smarter power control for AI bursts, and phones that keep basic AI fully offline.
Racks, rent, and reliable power draw long-horizon capital. Our deal grid (lease-to-own, pre-lease, rev-share, GPU SPV) ranks lock-in risk and payback logic, with a clear tell to track next: lease-to-own tied to confirmed substation dates.
Cheaper cells look close for storage and entry EVs if cycle life holds. Cost-band chart compares sodium, LFP, solid-state, and low-nickel lines—plus the two unlocks to watch: cell-to-pack designs and supply tie-ups for hard carbon and solid electrolytes.
What a credible SSB rollout looks like, why cycle life past 500 cycles matters, and who gains across cathode, solid electrolyte, fixtures, and inspection gear—plus a chemistry × cycle life × pack-cost matrix and clear signposts to track.
A practical grid for which stack to use by task—RAG, bulk rewrite, agents, voice/vision—covering latency, guardrail control, and total cost. Includes a simple rule for hybrid routing: keep frontier tasks on closed, run bulk private work on tuned open.
Duty exposure, ad-rail dependence, and returns are the swing factors. Our route-to-customer grid shows where cost and delay risk stack up—and the filings to watch next (duty tables, channel-mix guardrails, regional hub rollout).
Fast reflight shifts launch from rare slot to regular service. Table compares vehicles by turnaround target and $/kg trend, with a clear tell to track: sub-two-day pad intervals after ground-gear upgrades.
Banks and capital goods lead while breadth flips positive; USD/INR hovers near 88. Includes a quick levels table, rotation cues, and clean sizing/exit rules grounded in advance–decline and earnings revisions.
What runs fast on your phone and what still needs big servers, with a feature×latency/cost/SLA grid, real-world feel tests, and a simple rule: short + private on-device; long + shared in the cloud.
Live roster with price bands, lot sizes, and float for Jayesh Logistics and Game Changers Texfab, plus on-deck mainboard names (Sify Infinit Spaces, Duroflex.
What moved P&L this week: tighter HS-code scrutiny, GST combo clarifications, faster refund mechanics, and fresh AI/data-centre capex signals. Includes actionable Owner·Doc·Due tables, tariff/GST pass-through playbook, and household/SME impact grid.
Live mainboard roster with stages and size bands—Integris Medtech, Rays Power Infra, BVG India, Avaada Electro (confidential), Sify Infinit Spaces, and Duroflex—plus SME liquidity grid, anchor/float stability rules, and a DRHP→listing checklist.
Live items for the week: SEBI NCS master circular alignment, Angel Funds PPM methodology deadline (Jan 31, 2026), RBI retail floating-rate reset comms (Oct 1 update), CBIC IDS 90% provisional refunds, and UIDAI eKYC onboarding changes.
On-tap, theme-neutral status (since Apr 2025) with entrance→graduation gates, tripwires (complaints >0.3%, NCL guardrails), and sponsor-bank SLA models. Provides a live-status summary, KPI templates, data/consent artifacts.
Guardrails and hedge ladders for USD/INR (Soft/Base/Stress bands), 1–3M coverage plans for importers and exporters, forward-point and collar math, plus a clear do/don’t list for treasury desks.
Delta view since Monday across leadership, breadth, and revisions. Shift/Explain grid, rotation update with positioning cues and risk triggers, and liquidity-aware sizing and exit rules into Friday.
Named issuers for the next two days with the first question to ask on each call, sector playcards (BFSI, FMCG, IT/Analytics, Healthcare, Industrials), and a one-metric cheat sheet to cut noise and run the Q&A.
Two-week watchlist of tariffs, GST/duty edits, market plumbing, eKYC/API shifts and banking rails. Includes calendar view, regulator cards, compliance actions (Owner·Doc·Due), and a risk matrix with actionable hedges.
Directional math that links Brent and USD/INR to pump prices and OMC gross marketing margins. Includes a sensitivity ladder, simplified pricing formula, city price bands, and monthly car fuel bill estimates with clear policy/lag caveats.
What the evolving DC policy means for capacity and economics: corridor archetypes, power MW ladders and PUE targets, 3-route fiber redundancy, permits that truly save time, build-vs-buy models, unit-economics checks.
Banks/Capital Goods lead; Autos/Pharma/Power improve; IT cools. Rotation map, breadth & revisions quick read, and clear exit rules sized by liquidity.
Call-by-call prompts for the week—NIM bridge and deposit beta, order-to-revenue conversion and escalation clauses, festive sell-through vs dealer weeks.
A one-page brief for Monday: policy/data calendar, sector earnings tells.
City fuel bands with car math, a weekly grocery-basket drift, fee creeps to watch.
Tariff tweaks, AI/data-centre momentum, tax hygiene shifts, and household price bands. Sector read-throughs, operator to-dos for Monday, and directional fuel/EMI math.
Named deals across mainboard & SME: Sify Infinit Spaces, Rays Power Infra, Integris Medtech, BVG India, Hotel Polo Towers, plus Urban Company float dynamics.
SEBI/RBI/IRDAI/UIDAI highlights with who’s impacted, near-term actions, a 14-day compliance calendar, and team checklists for controls, disclosures, and governance.
Snapshot of active/pipeline cohorts, what prototypes are being tested, entry→testing→exit gates, sponsor & applicant priorities.
Five-line brief, crude/FX-to-pump formula, OMC margin ladder, city fuel bands, and household cost math with what can break the model (policy, inventory, cracks).
Corridor map for land/power, capex/MW and PUE math, rack-density cooling choices, renewables + storage SLAs, GTM lanes, and state/developer checklists.
Pre-open five-liner, first-90-minute execution rules, rotation map, breadth markers, and sizing guardrails for Tuesday (Oct 14).
Session in five lines, leaders/laggards, breadth & flows read, sector rotation snapshot, and a Wednesday watchlist with risk controls.
Pre-open five-liner, first-90-minute execution rules, rotation map, breadth markers, and sizing guardrails for Oct 13.
Take-rate realities, cohort durability, CM2 bridge, sensitivity table, and anchor/retail checklists in a roadshow-ready breakdown.
Five-line brief, sector rotation map, flows/positioning, risk controls, and an Oct 13–17 indicative calendar to set rules before Monday.
City fuel bands, car-cost math, EMI sensitivity, airfare timing and hotel hacks, plus a weekly checklist for families and small businesses.
Five-line brief on macro, trade, tech/infra and tax signals; tariff clarity for components, stable fuel bands, and operator playbooks for enterprises and households heading into Monday.
Filed/observations/paused snapshot with SME day-2 reality. Includes illustrative issuer tables, anchor/retail checklists, and a two-week indicative calendar.
Who’s impacted, how to fund the deposit without killing cash flow, the minimum viable cyber stack, and rollout steps with illustrative carry-cost math.
Clean snapshot of themes, selection rates, and timelines—plus an eligibility matrix, a four-week application plan, and graduation metrics your team can target.
Mid-$60s Brent and a range-bound INR keep retail bands steady, but a $5/bbl or ₹1/USD swing can shift OMC margins fast. Includes margin table, city price bands, and household/fleet planners.
Single-window approvals, open-access RE, and siting norms reshape build timelines. Who wins what, illustrative cost models, and checklists for site, power, and compliance decisions.
Shorter, predictable review cycles if filings are data-tight; deeper unit-economics and governance disclosures; BO clarity for cleaner anchor books—plus issuer/banker/investor checklists.
Allocation principles, illustrative capacity slices, eligibility matrices, and readiness checklists for data, model, and ops—so you can maximize your odds of a GPU slot.
Credit momentum + benign asset quality with capex-linked flows keep banks in the lead. PSU vs Private scorecard, deposit-risk map, and positioning/exit rules for October.
Firm demand and clearer tariffs vs coal logistics and receivables risk. PLFs & linkage table, three-city tariff snapshot, and a positioning map with hard exit triggers.
Where leadership is clustering across Banks and Capital Goods, what’s improving (Autos/Pharma/Power), what’s cooling (IT, frothy discretionary), and a rotation map with risk flags and exit rules.
EOD pipeline view for mid-October: subscription tendencies, illustrative valuation bands, SME day-2 liquidity reality, and checklists for retail investors and anchors.
Your Monday-to-Friday field guide: macro signposts, sector triggers, positioning tilts, and ops checklists to start the week strong.
How cohorts, take rate, CM2, and LTV/CAC drive value—plus sensitivity tables, valuation bridges, and diligence asks for investors.
Tariff watch on components, AI/data-centre signals, steady tax inflows, and fuel/FX moves—plus operator playbooks and DIY charts.
Fresh DRHP refreshes, observation letters for mid-caps, selective deferrals, SME day-2 liquidity reality, and checklists for retail and anchors.
Who must post deposits, how much, cyber guardrails, cost math for solo advisers vs platforms, and timelines to comply.
Current themes and example use-cases, eligibility matrix, a week-by-week application plan, and graduation paths for fintechs.
Spot check on Brent and USD/INR with an illustrative OMC margin table, household fuel-bill planner, and near-term swing factors.
Draft contours on incentives, single-window approvals, and green-power rails—plus who benefits and a checklist for operators.
Neutral stance, updated growth/inflation projections, liquidity cues, and sector playbooks for lenders, exporters, and OMCs.
Factory momentum eases while input and output prices accelerate; sector exposures, policy angle, and operator checklist.
Where leadership is forming (and fading) across Nifty sectors—breadth, relative strength, and revision tells with positioning cues.
End-September view on India mid/smallcaps—earnings revisions, float/liquidity pockets, SME day-2 realities, and sizing & exit rules.
Snapshot of Nifty, USD/INR, Brent, and the 10-year into RBI week—sector cues, day-swing risks, and an editor note on intraday levels.
End-of-day wrap on fresh DRHPs, observation letters, SME windows, and a Tuesday AM checklist for anchors, float, and liquidity.
Your Monday–Friday plan: RBI MPC (Sep 29–Oct 1), India PMI (Oct 1), US payrolls (Oct 3), and OPEC+ (Oct 5) with sector cues for banks, OMCs, IT, and cap goods.
ATF (1st & 16th) and LPG (1st) price resets—who’s most exposed, Brent–INR sensitivity, and a quick operator checklist for airlines, OMCs, hospitality, and logistics.
A crisp digest on trade duties, digital policy moves, tax clarifications, market rotation, and what to watch next week.
This weekend’s snapshot of India’s IPO queue—new DRHPs, observation letters, schedule slips, subscription tells, and a two-week planner.
RAs/IAs can now use Liquid/Overnight MF units under lien to meet deposit norms. Slabs, lien setup steps, and cyber/ops hygiene to pass audits.
Theme-Neutral, On-Tap, and IoRS tracks explained—how to verify participants, pick the right route, and assemble an evidence pack that gets accepted.
With Brent ~USD 69/bbl and USD/INR ~88.7, a reusable heatmap shows where IOC/BPCL/HPCL marketing margins and pump-price risk land—plus what could move the matrix.
National Data Centre Policy 2025: Hyperscalers vs Local Players
Target ~3-month approvals, FY25 KPI disclosure standards, and cleaner FPI registers. Practical checklists for issuers, bankers, and investors.
End-of-day wrap: TLH transmission code, FPI ease for G-Sec-only investors, faster IPO-clock cues, and what to prep before tomorrow’s open.
Where leadership is clustering (banks, capital goods), what’s improving (autos, power, pharma), and what’s cooling (IT/discretionary). Rotation map, positioning cues, and exit rules.
A 3-day exit framework using ADV, free float, volatility and event risk—plus a simple sizing formula and desk checklist to avoid slippage shocks.
Five names to watch, subscription patterns across QIB/HNI/retail, and valuation read-throughs heading into late September.
End-of-day wrap: what closed today across filings, observations, anchors, and listings—and what rolls into tomorrow’s trade.
Durables, apparel, FMCG and e-com pre-festive check—inventory health, discount ladders, returns risk, and operator/investor playbooks for next week.
Where capacity is landing across DCs and semis, the green-power puzzle, grid bottlenecks, and phased-capex strategies to de-risk execution.
Tariff shifts, AI/data policy nudges, and tax enforcement trends—who’s exposed, what to track next week, and operator/investor playbooks.
Fresh DRHP/RHP activity, observation letters, SME calendar, anchor dynamics, and valuation read-across for the next two weeks.
What SEBI’s deposit/guarantee norms mean for Research Analysts & Investment Advisers—cost math (FD vs BG), timelines, audit checklists, and practical compliance playbooks.
How cohorts run, what archetypes are live, the metrics that pass, and playbooks for startups, banks/NBFCs, and investors—plus a weekly circulars scaffold.
Two variables drive the pump: crude and currency. Sensitivity tables for pump prices and OMC margins, pass-through math, and a monthly household fuel-bill planner.
Incentives, power access, and sustainability targets will decide who scales. Capability matrix, procurement/localization levers, regional hub map, and operator/investor playbooks.
Cohorts, density and partner earnings—not GMV—drive value. Payback ladders, CM2, and category-by-category LTV/CAC for investors.
A fair-share blueprint for scarce public GPUs: hybrid allocation models, scoring rubric, SLOs, caps, and practical playbooks for labs and founders.
Accelerated timelines, sharper disclosures, and tougher FPI checks—issuer, banker, and investor playbooks with practical checklists.
InvIT flywheel systems, EPC award cadence, yield vs growth positioning, and risk flags across roads, power, logistics, and data centres.
Inflation prints, USD/INR range, Brent watch, flows, and an MPC scenario tree with trader/PM playbooks.
Leadership in banks/industrials, improving autos/pharma, cooling IT/discretionary—screens, guardrails, and quick charts.
Who’s filing/open, bands & issue sizes, SME oversubscription—signals to track for the next 2 weeks.
CPI/WPI watch, INR ~83, Brent ~$79, FII net +₹4,200 cr; SEBI fast-track & InvIT chatter.
Core/elective shift: sanctions, supply chains, AI/data—live sims, risk quant, and who benefits.
Weekly via Guwahati (~42h). First new Rajdhani in 6 years—traveller tips and Phase-2 to watch.
Sep 17–Oct 2 rollouts: drainage master plan, Okhla STP, Nand Nagri flyover, 101 Ayushman centres, 38 MRI & 150 dialysis units.
Starts Sep 23: iPhone 16, Pixel 9, Galaxy S24. How to stack bank + exchange + UPI/EMI for the lowest net price.
Who’s building (AdaniConneX, Equinix, Nxtra), who buys (hyperscalers/AI), city odds (Vizag/Chennai/NCR).
Single-window clearances, firm RE PPAs, ESMA status, NBC code, CLS/ROW timelines.
Sep 10–12 window, ₹98–₹103 band, ₹1,900 cr issue (₹472 cr fresh + ₹1,428 cr OFS)
Timings (~11.5h), fare bands vs Rajdhani (+10–15%), berth math, route & halts
Verified-category P2M only: eligible MCCs, app-by-app day-1 readiness, bank sub-limits, and fraud guardrails—plus a copy-paste checklist.
Entity-level caps of ₹5,000cr net and ₹10,000cr gross/side with random snapshots; how brokers throttle risk - what it means for expiry-day flow and implied vols.
What INR weakness means for travel, tuition, SaaS & electronics—plus do-now moves and simple SME forward-ladder hedges.
Two main slabs (5% & 18%) with 40% on sin/luxury; what shifts where, and a POS/ERP, invoicing & ITC readiness checklist.
Startup/academia onboarding flow, quotas & subsidies, power/cooling/data hurdles—and a copy-paste apply checklist.
Dual-band SAR for crop insurance, floods/landslides, groundwater & city planning—with quick links to early products.
Licence + IN-SPACe greenlight decoded—first coverage, kit/monthly scenarios, and how it stacks up to Jio/Airtel FWA.
Groundworks, tool/chem suppliers, Assam OSAT linkage, hiring bar, and realistic tape-out timelines.
FMCG, autos/EVs, insurance: who benefits, who doesn’t—and how much of the tax cut actually reaches prices.
USD spends, holiday budgets, EMIs: plan if USD/INR stays 87–90—quick tables and a practical hedge plan.
Pre-sanctioned bank credit lines via UPI: how it works, KYC/consents, risk controls, and early winners.
Release watchlist, base-effect cheats, and quick scenarios.
Who assembles, who machines the enclosures, who supplies optics—and what it means for jobs & exports.
Milestones, hiring timelines, and how Gujarat’s chip corridor is shaping up.
Textiles, engineering, IT services: who’s most vulnerable—and how to hedge.
Scenario bands & sensitivities: how crude × FX squeezes OMC margins—and what it means at the pump.
Record-low INR makes imports, gold, and USD-billed services costlier.
Real 7.8% vs nominal 8.8% (soft deflator); services led, mining/utilities lagged.
Pre-festive buying checklist, budget bands, and how to lock-in rates.
Dates, price bands, quick blurbs — plus a simple 5-point ‘Should I apply?’ test (no P/E maths).
Quick compliance checklist, budgets, vendors, and penalties—plus template wording.
Track retail SIPs, premium vs. history, regulatory tone, and risk signals to watch.
Investment vs. consumption, sector standouts, and how this resets Oct–Dec expectations.
Plan the runway into Q3: growth surprise vs. core disinflation; STCI, PSU bank, and duration implications.
Export-MSME stress watch: SMA creep, receivable slippages, and WC limit tightening—what banks/NBFCs are adjusting now.
Track exporter re-quotes after the 50% U.S. duty went live on Aug 27; map HS-code hit-list and re-routing chatter.
Export desks re-price after the 50% U.S. tariff went live on Aug 27—map HS codes, track carve-out chatter, and watch RBI ops.
Flow migration, market-maker risk (Greeks & funding), and the broker ops checklist to ship before Monday.
Preview the print (Reuters poll, consensus 6.7%); track MoSPI calendar; build a nowcast dashboard for capex/services.
What moved at the open, which HS codes hurt first, and RBI liquidity watch.
Sectors at risk, carve-outs to watch, rupee/curve checklist, and what RBI’s “ready to act” line means for liquidity.
How RI participation and a single-window for “trusted” FPIs/FVCIs could change flows—especially via GIFT City/IFSC schemes.
Dream11’s ₹358 cr jersey deal with BCCI is ending after India’s new Online Gaming law banned real-money games and their advertising.