India's leather and allied export businesses are under strain. In FY26, a 50% US tariff may reduce revenues by 12%, putting factories from Tamil Nadu to Kolkata in danger. Rivals like Indonesia and Vietnam are gaining ground quickly. Can India's leather producers use this tariff shock as a springboard for their next major accomplishment, or will one of the country's oldest export success stories lose its lustre?
A new report suggests that revenues of the leather and allied industries could shrink by 10–12% in FY26

Investing

TOP STORY | Investing

OpenAI’s rise: A pillar or a pressure point?

7 min read
OpenAI's transformation from a nonprofit lab in 2015 to a $500 billion tech behemoth has changed the global AI landscape. It was once a research experiment, but it is now at the center of trillion-dollar infrastructures built by Microsoft, Nvidia and Oracle. Despite never making a profit, its impact extends from cloud computing to national policy, posing a critical question: is OpenAI a pillar of global AI infrastructure or has it reached a point where failure is not an option?
In 2023, OpenAI generated ~$1.6 billion in sales. That amount had nearly tripled to $3.7 billion by 2024.

Latest Updates

RBI’s updated rules bring silver loans under formal regulation for the first time. Loans can now be issued against silver jewellery, ornaments, and coins, with clear LTV limits. The move could unlock household silver worth billions and widen access to credit across India.
The RBI has amended its Lending Against Gold and Silver Collateral Directions, creating a unified regulatory framework for silver-backed loans

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Earnings

TOP STORY | Earnings

Segment-wise look at key FY25 earnings trends

10 min read
In FY25, India Inc. demonstrated remarkable resilience amid global headwinds. The sharpest rebound came in Q4, marking a recovery from earlier earnings softness. A defining theme of the year was the significant earnings outperformance of mid- and small-cap (SMID) companies compared to large-caps, with SMIDs leading in 15 out of 19 sectors. The article deep dive into sectoral and segmental key factors that drove FY25 earnings.
MIDs have outperformed largecap peers in 15 out of 19 sectors basis FY25 PAT growth

Trading

TOP STORY | Trading

PAYTM's teacup: Brewing up a breakout

5 min read
A few technical formations are as popular or sought after as the elusive ‘Cup and Handle’ formation. A bullish signal, it helps identify high-potential trading opportunities. Learn its structure and see a practical application through PAYTM, poised for a potential breakout. While powerful for identifying strategic entry points and projecting targets, always remember that no pattern is foolproof.
The PAYTM stock is currently exhibiting a cup and holder pattern

Economy

India’s reform story is no longer a Delhi solo — it’s a multi-state play. From longer factory shifts to green corridors and AI dashboards, states are crafting their own playbooks to attract investment and drive growth. In this series, we track some recent reforms that states have taken to bolster development and increase their competitive scorecard.
Maharashtra has implemented the the 12-hour work week provision

Stocks

Dixon Technologies and Vivo India have announced a joint venture to establish an OEM facility in India, focusing on manufacturing smartphones and electronics for Vivo. The facility may also offer OEM services to other brands like Samsung, Xiaomi, Motorola, Oppo, Transsion, Google, and Nothing.
Dixon_Vivo (1).webp
Reliance Jio Infocomm Limited, part of Mukesh Ambani's Reliance Industries, is generating significant attention ahead of its highly anticipated IPO launch. Expected to be the largest IPO in India’s history, it is set to surpass Hyundai Motor India's ₹27,870 crore ($3.3 billion) IPO from October 2024. Jio's IPO could set new records on Dalal Street and boost investor confidence in India’s equity markets.
Reliance Jio Infocomm Limited.webp

Mutual Funds

In many cases, investors practising DIY investing typically look at the short-term performance of these funds and invest in schemes that have done well for the past few years. And some of them tend to bet pretty heavily on short-term performance.
Some investors tend to bet pretty heavily on short-term performance.