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09.05 / 01:59
markets Research students Freedom symphony orchestra Amar Bose: the man who heard what others missed
Subscribe to enjoy similar stories.In 1954, conductor Herbert von Karajan and the Philharmonia Orchestra released what was considered a definitive recording of Ludwig van Beethoven’s Ninth Symphony. It was meant to capture the grandeur of the Ode to Joy for home listeners.But when Amar Bose, then a brilliant graduate student at Massachusetts Institute of Technology and an obsessive music lover, bought an expensive high-fidelity stereo to listen to it in 1956, he was deeply disappointed.The symphony, which should have felt like a tidal wave of sound, felt more like a trickle.
08.05 / 12:03
markets UPS Platform Research wellness patient medicines Quick commerce, stress and the rise of India’s pain economy
Subscribe to enjoy similar stories.Initially, Navin Israni, 36, didn’t treat his back pain as much as he furnished around it. A back-support cushion for his work chair, then a medicine ball he tried sitting on and returned for being too large—both ordered online. The cushion on his sofa moved up to act as back support, then a sheet of plywood affixed to provide a firm seat.
08.05 / 08:39
markets Digital Research Healthcare Trade performer International Dabur’s home and personal care biz shines, but overall growth is modest
Subscribe to enjoy similar stories.Dabur India Ltd’s March quarter (Q4FY26) numbers are steady, but not particularly exciting for a company that trades at relatively high valuations. Consolidated revenue grew 7.3% year-on-year to ₹3,038 crore, while full-year FY26 growth stood at 5% to ₹13,193 crore.Ebitda margin was flat year-on-year at 15.2% in Q4FY26. The quarter reflects that Dabur is still trying to find a stronger growth trajectory.
08.05 / 08:39
markets UPS Manufacturing Southern Research Healthcare social Tamil Nadu and Kerala: as their past success trails off, they must find new ways to sustain their economic momentum
Subscribe to enjoy similar stories.Tamil Nadu and Kerala are among India’s most socially advanced states, with new governments ready to take charge. They are faced with a more complex challenge than many parts of the world that are still grappling with basic developmental deficits.How do they maintain prosperity, create more economic resilience and generate the next wave of opportunity?The numbers tell a powerful story.
08.05 / 04:09
markets Provident Manufacturing Research Trade country electronic Five stocks in maritime space worth keeping on your radar
Subscribe to enjoy similar stories.India's maritime sector doesn't always make headlines, but it quietly powers the entire economy, moving over 90% of the country's trade by volume.Stretch that 7,500-km coastline across a map, add 12 major ports and 200+ smaller ones, and you start to appreciate just how much of India's growth story begins and ends at sea.The Maritime India Vision 2030 outlines over 150 initiatives with projected investments of ₹3–3.5 trillion, supported by a recent ₹69,725 crore package for shipbuilding, according to a PIB report.In FY24–25, major ports handled around 855 million (m) tonnes of cargo, reflecting strong growth in maritime trade and improved port efficiency.What’s interesting is the momentum building beneath the surface.Around 51 large ships are currently under construction in India, with a total value of nearly ₹90,000 crore, according to PIB report dated 3 December 2025.Since 2014, Indian shipyards have delivered more than 40 warships and submarines, and in the past year alone, a new vessel has been added roughly every 40 days. All of this is turning the maritime space into a buzzing investment theme.Here are five stocks from across the maritime space that are worth keeping on your radar.Established in 1907, Tata Steel is Asia’s first integrated private steel company and also played a key role in developing India’s first industrial city, Jamshedpur.
08.05 / 01:45
markets Target Research trends Trade recommendations Stocks to trade: Raja Venkatraman recommends three stocks for 8 May
Subscribe to enjoy similar stories.The Nifty generated a sense of confidence that we have been searching for the last few weeks. We had identified important zones, and this strong thrust seen yesterday could now fuel some trends ahead.Best stocks to buy today (All buy trades are rates of equity, and sell rates are based on F&O)Sun Pharma Advanced Research Co. Ltd: Buy above ₹169 | Stop ₹158 | Target ₹193 (multiday)Laxmi Organic Industries Ltd: Buy above ₹165 | Stop ₹157 | Target ₹181 (multiday)One 97 Communications Ltd (PayTM): Buy above ₹1,200 | Stop ₹1,150 | Target ₹1,290 (multiday)On 7 May 2026, Indian equity markets ended marginally lower after another volatile session, as profit booking erased early gains despite optimism over easing geopolitical tensions following reports of a possible US-Iran peace deal.
06.05 / 14:07
markets Provident Airlines Research War cover reports New emergency credit scheme to aid banks, limit bad loans, brokerages say
Subscribe to enjoy similar stories.Mumbai: India's latest emergency credit scheme could turn out to be a timely tailwind for banks, offering both incremental loan growth and a crucial buffer against rising stress linked to the West Asia war, three brokerages said in a report.The Union cabinet on Tuesday allocated ₹18,100 crore under the fifth edition of the Emergency Credit Line Guarantee Scheme (ECLGS 5.0), unlocking ₹2.55 trillion in additional credit flow to businesses to help them tide over the war-induced liquidity stress.Analysts see this loan-support scheme as credit and asset quality supportive, with the sovereign guarantee structure sharply reducing downside risks for lenders.“ECLGS 5.0 is a net positive for banks—a modest loan growth tailwind and a more meaningful near-term asset quality buffer. These loans carry zero credit risk, with no provisioning drag or capital consumption,” Nomura Global Markets Research said in a note on 6 May.At a time when the market is watchful on the impact of the West Asia crisis on bank asset quality, ECLGS 5.0 provides a meaningful policy cushion, the foreign bank’s research note said.The scheme allows eligible borrowers ranging from micro, small, and medium enterprises (MSMEs) to larger corporates and airlines to access additional working capital loans backed by a government guarantee.
06.05 / 06:45
markets FIVE Manufacturing security economy Research wellness Devina Mehra: China's long game is clearly working and it has left even the mighty US exposed
Subscribe to enjoy similar stories.Recently, I attended a lecture on ‘Long-term missions in a short-term world’ by S. Gurumurthy. To me, the biggest example has been China.
06.05 / 03:07
markets COST UPS Research Trade Experts track Rupee plunges to new low, some see signs of undervaluation against EM peers
Subscribe to enjoy similar stories.The rupee closed at a record low of 95.29 on Tuesday as foreign institutional investors (FIIs) continued to sell and crude prices stayed above $100 per barrel. Costlier oil is pushing up India’s import bill, while weak foreign inflows are limiting any recovery, said market participants.The rupee will see a meaningful recovery only once Brent crude falls below $100 and capital flows turn supportive again, market experts said, adding that against some emerging market peers, the rupee is beginning to look undervalued.Yet, the overall bias remains weak, with the rupee consistently facing selling pressure on rebounds.“In the near term, 94.70 is likely to act as resistance, while 95.50 is seen as immediate support, with markets closely tracking US non-farm payrolls and unemployment data this week for further direction," said Jateen Trivedi, vice-president and research analyst for commodity and currency at LKP Securities.Over the past year, the rupee has weakened by nearly 11%, with over 4% of that decline coming since the war broke out.Even as earnings improve and nominal growth normalizes, the rupee remains under pressure from higher crude prices this year and continued FPI selling after last year's trade tensions, said Harsh Gupta Madhusudan, fund manager, PIPE, Ionic Asset.The last one to two years have been the perfect storm for India with gold imports remaining strong, India not having any clear AI play, and post-2024 elections macro tightness filtering through with a lag, which is now being reversed.
06.05 / 02:59
markets Target Analysis Research trends country Updates Is Coal India stock headed towards ₹600?
Subscribe to enjoy similar stories.Despite the increasing emphasis on renewable energy, coal continues to dominate as the primary source of power generation in India.With one of the lowest per capita electricity consumption levels globally, the country is expected to witness a surge in energy demand unmatched by any other nation over the next decade.This trend suggests that coal demand will likely remain robust. This editorial examines the outlook for Coal India's stock.This analysis is not a stock recommendation.Coal India holds a near-monopoly position in India’s coal mining and production sector.
06.05 / 01:03
markets Target Research trends Trade performer recommendations Stocks to trade: Raja Venkatraman recommends three stocks for 6 May
Subscribe to enjoy similar stories.Stock market recap: Frontline indices, the Sensex and the Nifty 50, ended in the negative territory on Tuesday, largely due to profit booking in select banking and financial heavyweights.The 30-share pack Sensex closed 252 points, or 0.33%, lower at 77,017.79, while the NSE barometer Nifty 50 ended at 24,032.80, down 87 points, or 0.36%.Amid a series of upcoming events set to shape market sentiment, markets navigate an environment clouded with uncertainty.Three stocks to trade, recommended by NeoTrader’s Raja Venkatraman:ABCAPITAL (Cmp ₹360.85)ABCAPITAL: Buy above ₹363, stop ₹340 target ₹405 (Multiday)AUROPHARMA (Cmp ₹1428.10)AUROPHARMA: Buy above ₹1430, stop ₹1390 target ₹1550 (Multiday) FINCABLES (Cmp ₹1054.95)FINCABLES: Buy above ₹1060, stop ₹1020 target ₹1150 (Multiday)Stock Market RecapOn 5 May 2026, Indian equities ended lower in a volatile session ahead of the Nifty weekly F&O expiry. The Sensex slipped 251.61 points or 0.33% to close at 77,017.79, while the Nifty fell 86.5 points or 0.36% to settle at 24,032.80.
05.05 / 11:21
markets FIVE Progressive DNA Research community Updates AI has gotten away without the self-restraints that scientists employ in the face of risks. How come?
Subscribe to enjoy similar stories.In December 2024, a number of scientists from around the world signed a four-page paper in Science that urged their own community to ensure that an entire class of organisms is never created. Their efforts managed to halt progress in a field that many of them had themselves been pursuing. This marked a rare moment in science when an entire field voluntarily abandoned the path it had been on because of the risks scientists saw ahead of them.The science in question was mirror-life, and the fact that such a moratorium was achieved raises the question of why similar outcomes were not achieved in the field of artificial intelligence (AI).
05.05 / 09:35
markets COST UPS Citi Research wellness Updates A hidden liability for US cities: looming infrastructure repair costs
Subscribe to enjoy similar stories.U.S. cities are facing huge liabilities that remain invisible on their books: dilapidated roads, bridges and buildings.A new study aims to put a dollar figure on the total wear and tear on the country’s urban infrastructure, and arrives at $1.03 trillion.
05.05 / 08:47
markets COST Platform Action Research trends Updates Why investors are cautious despite Ather’s revenue surge
Subscribe to enjoy similar stories.Ather Energy’s March quarter (Q4FY26) results are a classic case of operating leverage in action. While revenue surged 74% year-on-year to ₹1,175 crore, matching market expectations, net loss narrowed significantly, shrinking 57% to ₹100 crore.However, investors remain cautious despite these gains. Volume growth was robust, supported by rapid network ramp-up (700 experience centres versus 350 last year) and the continued success of the Rizta scooter.
05.05 / 06:37
Digital Platform Mobile Research Trade Universities International After Paytm, is India’s payments bank experiment running out of road?
Subscribe to enjoy similar stories.Reserve Bank of India (RBI) has cancelled the licence of Paytm Payments Bank, culminating a series of supervisory actions that began with a halt on new customer onboarding in March 2022 and subsequent stringent business restrictions.While the action may appear rooted in regulatory non-compliance, it has reignited a broader debate over the viability of payments banks. Conceived to serve the unbanked, their relevance is now being questioned amid near-universal account ownership driven by Jan Dhan Yojana and intensifying competition from fintech platforms, most notably UPI.With a key player exiting, concerns are mounting over the sustainability of India’s differentiated banking model.Payments banks were set up to advance financial inclusion by offering small savings accounts and digital payment services to migrant workers, small businesses and low-income households in the unorganized sector.
05.05 / 03:55
markets COST Provident Research information Updates Power Grid: steady returns ride power boom, but debt clouds outlook
Subscribe to enjoy similar stories.Power Grid Corp. of India Ltd, the top power transmission utility, sits at the heart of India’s electricity network, moving bulk power across states and linking generation with distribution.Its business runs on long-term, 35-year transmission contracts under a regulated tariff framework set by the Central Electricity Regulatory Commission.
04.05 / 10:19
markets UPS Provident Google Research shock Updates American labs say China’s AI tigers are copycats
Subscribe to enjoy similar stories.AMERICA’S TOP artificial-intelligence labs have accused their Chinese rivals of being ruthless copycats. This month Anthropic and OpenAI each disclosed evidence that leading Chinese AI labs have illicitly used American models to train their own. The firms accuse Chinese researchers of aggressively “distilling” American chatbots—feeding them prompts in order to learn from and mimic their responses.
04.05 / 00:21
markets COST UPS Citi Provident Research trends How Infosys is adapting as GCCs move outsourcing work in-house
Subscribe to enjoy similar stories.Infosys Ltd is accelerating its push into global capability centres (GCCs), leaning into a structural shift that otherwise threatens its core outsourcing business and that of the broader IT industry.The Bengaluru-based IT major has mandated dedicated GCC offerings with embedded AI capabilities across its delivery centres, while also setting aside capacity within its campuses to incubate client-owned tech hubs.The push comes as multinational companies increasingly set up their own capability centres to directly leverage India’s skilled talent and low costs, insourcing work that would have otherwise gone to IT services firms like Infosys, and potentially crimping their revenues.India currently has about 1,760 GCCs. Nasscom estimates India to have 2,200 GCCs by March 2030, with the sector reaching $105 billion by March 2030.To be sure, Infosys is not alone in trying to build a business from a trend that also poses a threat.
03.05 / 10:45
Digital economy Research Universities testing Updates International India’s CBDC has got off the ground but where it goes next will depend on how deftly it’s managed
Subscribe to enjoy similar stories.This year’s first monetary policy meeting revealed an interesting data point on an emerging monetary product, an element that is bound to influence monetary systems and policies, including global payment systems. Its development has been characterized by caution, and while it is still some distance away from becoming widely accepted, its use-case scenarios present policy and regulatory challenges.India’s central bank digital currency (CBDC), or e-rupee, is finally emerging from the shadows. It is being tested in the domestic economy through managed programmes.
03.05 / 08:39
UPS Research War International Islamabad talks: Pakistan’s role as peacemaker won’t help it overcome its military-jihadi complex
Subscribe to enjoy similar stories.Pakistan has stepped up to play a useful role in mediating between the United States and Iran in attempting to bring the latest West Asian war to an end. It should not surprise us that the Pakistani establishment, which has a culture of geopolitical risk-taking, has turned adversity into an opportunity.Not only does the continuation of the war mean economic disaster, there is a real chance that Pakistani armed forces can be summoned to a war that they do not want to fight.
03.05 / 08:07
markets Research social patient Courts rights Updates The hardest part of investing isn’t picking, it’s holding
Subscribe to enjoy similar stories.A viral narrative on social media last week casts Sam Bankman-Fried as “a genius at picking generational winners.” The figures cited are eye-catching. An 8% stake in Anthropic, acquired for $500 million, is now said to be worth over $30 billion.A $200,000 investment in a tiny AI startup, Cursor, is framed as having grown into a multibillion-dollar stake. Add in Solana, SpaceX, and Robinhood.

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