Amul Hits ₹1 Lakh Crore in Sales; MD Says India Could Be Dairy to the World Within a Decade
Amul, India’s flagship dairy cooperative, posted annual sales of ₹1 lakh crore—about $12 billion—last year, underscoring its massive domestic footprint and growing export reach. The cooperative now serves 28 lakh retail outlets, operates 120 plants and sells 1,200 SKUs, while India supplies roughly 25% of global milk output. Recent 2025 GST reductions on dairy items have slashed taxes, tightening the link between consumer prices and farmer earnings. Managing Director Jayen Mehta says the sector could command one‑third of world milk production within a decade, positioning India as a global dairy hub.
Why AC Maker Blue Star Wants Both Summer and Monsoon Seasons to Be Good This Year
Blue Star, India’s largest air‑conditioner maker, is banking on an unusual double‑season boost: a scorching summer to spark urban sales and a strong monsoon to sustain rural demand, which now accounts for about 65% of total volume. The company reports...
Nifty Rebounds 8% in April After March Rout, but Stays Below Pre-War Levels. What Does It Signal?
India's benchmark Nifty index rebounded roughly 8% in the first half of April after a near‑10% slide in March, yet it remains below the sub‑25,000 pre‑war threshold. The rally was uneven, driven largely by short covering and selective buying, while...
Mukul Agrawal Buys 25 Lakh Shares in Soaring Smallcap Bank as Other Lenders Falter
Investor Mukul Mahavir Agrawal increased his holding in Jammu & Kashmir Bank by about 2.5 million shares in the March quarter, taking his stake to roughly 1.5% of the lender. The small‑cap bank has outperformed peers, with its share price up...
Share Buybacks This Month: Wipro, Aurobindo Pharma, 2 Other Stocks to Watch Out For
Four Indian firms—Wipro, Aurobindo Pharma, Windlas Biotech and Cyient—are set to announce or consider share buybacks in April 2026. Aurobindo Pharma has already approved a ₹800 crore (~$96 million) tender‑offer at a 10% premium, while Wipro’s board will review its fifth buyback...
Saurabh Mukherjea Has Moved Half His Personal Portfolio Out of India; Here's Why
Saurabh Mukherjea, founder of Marcellus Investment Managers, has reduced his personal Indian equity exposure from 70 % to a 50‑50 split with global assets, reflecting a broader shift among wealthy investors toward diversification. Marcellus’s GIFT City global fund now holds roughly...
Private Lenders Likely to Fare Better than Public Peers in Q4
Private lenders in India are set to outpace their public‑sector peers in Q4 FY26, with analysts forecasting a near‑12% year‑on‑year profit rise versus roughly 2% for state‑owned banks. Net interest income for private banks is expected to jump 8.4%, while...
Michael Burry Is Still Betting Against Palantir Even After Trump's 'Warfighting' Praise. AI Bubble Ready to Pop?
Michael Burry continues to short Palantir, holding June 2027 $50 puts and December 2026 $100 puts, despite former President Donald Trump’s recent praise of the firm’s war‑fighting capabilities. Palantir’s 2024 revenue from U.S. government contracts reached $1.2 billion, yet the stock trades at...
Market Trading Guide: Buy SBI and Bajaj Consumer on Monday for Gains up to 6%
Technical analysts at LKP Securities and Bonanza Portfolio recommend buying State Bank of India (SBI) and Bajaj Consumer Care on Monday, citing bullish RSI crossovers and strong price momentum. SBI is priced at ₹1,067 (≈$12.86) with a target of ₹1,120‑₹1,130...
Value in Volatility: Why Smart Money Hunts ‘Gaps’ in Uncertain Markets
Market volatility is reviving value‑investing as investors chase mispriced assets. Arnold Van Den Berg, speaking at Talks at Google, stresses the hunt for “value gaps” – the spread between intrinsic worth and current price. He argues that fear‑driven sell‑offs create buying opportunities...
FPIs Extend Sell-Off in April; Pull Out Rs 48,213 Crore From Indian Stocks in 10 Days
Foreign portfolio investors pulled $5.14 billion (Rs 48,213 crore) from Indian equities in the first ten days of April, extending a sharp outflow trend that began with a record $12.7 billion exit in March. The cumulative outflows for 2026 now exceed $18 billion, reflecting heightened...
Gold Surges as US–Iran Ceasefire Weakens US Dollar and Fuels Safe Haven Demand
Gold rallied sharply after the U.S.–Iran cease‑fire announcement, pushing the metal higher as the dollar slipped about 1% to a four‑week low. The move reflects heightened safe‑haven demand amid lingering geopolitical uncertainty and softer U.S. economic data, including 0.5% Q4...
8 Penny Stocks Surged up to 205% in 3 Months. Do You Own Any?
Eight Indian micro‑cap stocks posted three‑month gains ranging from 25% to a staggering 204%, with Starlineps Enterprises leading the pack. The screen required market capitalisation below ₹1,000 crore (≈ $120 million), share price under ₹20 (≈ $0.24) and daily volume of at least 5 lakh...
Nifty Bank vs IT: Anand James on How to Trade This Week
Indian equities showed a clear sector split as Nifty Bank rallied while Nifty IT lagged. A 7% fall in the VIX below 19 reduced panic‑selling, allowing Bank Nifty to breach key support and aim for 57,100‑57,300. Realty indices jumped 13%...
Bitcoin Climbs to $73K After Rangebound Move, Softer CPI Data Supports Upside
Bitcoin hovered near $73,000 on April 11, buoyed by softer‑than‑expected core CPI data that eased liquidity pressures. Ethereum traded around $2,250, outpacing many peers as on‑chain activity signaled early accumulation. The broader crypto market cap rose to $2.46 trillion, with Bitcoin...
