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A blockbuster structural earnings day on Dalal Street as the Nifty outperformed weak global cues to surge 1.1%. Tech Mahindra electrified the entire IT index by posting a stellar 28.4% YoY jump in Q1 net profit to ₹1,465 crore alongside an extraordinary $1.078 Billion in fresh contract wins. Join tonight's wrap-up as we break down this massive technology sector rotation and map the trend.
A blockbuster structural earnings day on Dalal Street as the Nifty outperformed weak global cues to surge 1.1%. Tech Mahindra electrified the entire IT index by posting a stellar 28.4% YoY jump in Q1 net profit to ₹1,465 crore alongside an extraordinary $1.078 Billion in fresh contract wins. Join tonight's wrap-up as we break down this massive technology sector rotation and map the trend.
A blockbuster structural earnings day on Dalal Street as the Nifty outperformed weak global cues to surge 1.1%. Tech Mahindra electrified the entire IT index by posting a stellar 28.4% YoY jump in Q1 net profit to ₹1,465 crore alongside an extraordinary $1.078 Billion in fresh contract wins. Join tonight's wrap-up as we break down this massive technology sector rotation and map the trend.
A highly strategic day of trade on Dalal Street as the Nifty logged a flat close at 24,073. Capital goods major BHEL electrified the market by reporting a consolidated net profit of ₹378 Crore, comfortably erasing its previous year's loss of ₹456 Crore, while revenue surged 40%. Join tonight's wrap-up as we break down the long-term structural impact on infrastructure counters.
A highly strategic day of trade on Dalal Street as the Nifty logged a flat close at 24,073. Capital goods major BHEL electrified the market by reporting a consolidated net profit of ₹378 Crore, comfortably erasing its previous year's loss of ₹456 Crore, while revenue surged 40%. Join tonight's wrap-up as we break down the long-term structural impact on infrastructure counters.
A highly strategic day of trade on Dalal Street as the Nifty logged a flat close at 24,073. Capital goods major BHEL electrified the market by reporting a consolidated net profit of ₹378 Crore, comfortably erasing its previous year's loss of ₹456 Crore, while revenue surged 40%. Join tonight's wrap-up as we break down the long-term structural impact on infrastructure counters.
A highly resilient recovery session on Dalal Street as the Nifty managed a flat close at 24,211. Tech giant TCS electrified the IT sector after securing a multi-million-dollar AI and cybersecurity ecosystem mandate from Swiss-Swedish giant ABB, alongside announcing 5 new growth-focused business groups. Join tonight's wrap-up as we break down the long-term structural impact on tech majors.
A highly resilient recovery session on Dalal Street as the Nifty managed a flat close at 24,211. Tech giant TCS electrified the IT sector after securing a multi-million-dollar AI and cybersecurity ecosystem mandate from Swiss-Swedish giant ABB, alongside announcing 5 new growth-focused business groups. Join tonight's wrap-up as we break down the long-term structural impact on tech majors.
A highly resilient recovery session on Dalal Street as the Nifty managed a flat close at 24,211. Tech giant TCS electrified the IT sector after securing a multi-million-dollar AI and cybersecurity ecosystem mandate from Swiss-Swedish giant ABB, alongside announcing 5 new growth-focused business groups. Join tonight's wrap-up as we break down the long-term structural impact on tech majors.
Dalal Street capped off the week with an absolute blockbuster session as the Nifty surged to 24,207. Sentiment was completely revitalized after TCS management explicitly signaled an upcoming recovery in technology spending for the current quarter, sparking aggressive institutional buying across the IT sector. Join tonight's wrap-up as we map this sectoral breakout alongside thawing US-Iran geopolitical stress.
Dalal Street capped off the week with an absolute blockbuster session as the Nifty surged to 24,207. Sentiment was completely revitalized after TCS management explicitly signaled an upcoming recovery in technology spending for the current quarter, sparking aggressive institutional buying across the IT sector. Join tonight's wrap-up as we map this sectoral breakout alongside thawing US-Iran geopolitical stress.
Dalal Street capped off the week with an absolute blockbuster session as the Nifty surged to 24,207. Sentiment was completely revitalized after TCS management explicitly signaled an upcoming recovery in technology spending for the current quarter, sparking aggressive institutional buying across the IT sector. Join tonight's wrap-up as we map this sectoral breakout alongside thawing US-Iran geopolitical stress.
Structural resilience countered global energy volatility on Dalal Street today. PM Narendra Modi and Australian PM Anthony Albanese successfully concluded the 3rd Annual Summit, signing a monumental pact enabling Uranium exports to India alongside critical mineral supply lines. Join tonight's wrap-up as we analyze how this long-term nuclear fuel roadmap strengthens India's energy sovereign ratings and pushes power counters into a new growth cycle.
Structural resilience countered global energy volatility on Dalal Street today. PM Narendra Modi and Australian PM Anthony Albanese successfully concluded the 3rd Annual Summit, signing a monumental pact enabling Uranium exports to India alongside critical mineral supply lines. Join tonight's wrap-up as we analyze how this long-term nuclear fuel roadmap strengthens India's energy sovereign ratings and pushes power counters into a new growth cycle.
Structural resilience countered global energy volatility on Dalal Street today. PM Narendra Modi and Australian PM Anthony Albanese successfully concluded the 3rd Annual Summit, signing a monumental pact enabling Uranium exports to India alongside critical mineral supply lines. Join tonight's wrap-up as we analyze how this long-term nuclear fuel roadmap strengthens India's energy sovereign ratings and pushes power counters into a new growth cycle.
A massive wave of global panic swept Dalal Street today as the Nifty plummeted to 23,882. US President Donald Trump's declaration that the peace memorandum is officially over, coupled with fresh US military strikes and attacks on three ships in the Strait of Hormuz, has reignited global energy supply shocks. Join tonight's wrap-up as we analyze the immediate technical damage and map out the defensive landscape.
A massive wave of global panic swept Dalal Street today as the Nifty plummeted to 23,882. US President Donald Trump's declaration that the peace memorandum is officially over, coupled with fresh US military strikes and attacks on three ships in the Strait of Hormuz, has reignited global energy supply shocks. Join tonight's wrap-up as we analyze the immediate technical damage and map out the defensive landscape.
A massive wave of global panic swept Dalal Street today as the Nifty plummeted to 23,882. US President Donald Trump's declaration that the peace memorandum is officially over, coupled with fresh US military strikes and attacks on three ships in the Strait of Hormuz, has reignited global energy supply shocks. Join tonight's wrap-up as we analyze the immediate technical damage and map out the defensive landscape.
A rough Wednesday on Dalal Street, a slipping rupee, TCS on the clock, a Japanese watchmaker's India play, and a packaging loophole that let counterfeit medicines pass as real. Nelson John breaks down five stories that matter, in plain language, in about ten minutes. Learn more about your ad choices. Visit megaphone.fm/adchoices
A highly strategic day of trade on Dalal Street as the Nifty logged another positive close at 24,056. Sentiment received a massive dual trigger—overnight US tech gains powered by Micron's blockbuster quarterly revenue forecast, and reports of India pushing for structural chip investments under the $250-million Pax Silica Fund. Join tonight's wrap-up as we analyze India's fast-evolving position in the global AI infrastructure and tech supply chain.
A highly strategic day of trade on Dalal Street as the Nifty logged another positive close at 24,056. Sentiment received a massive dual trigger—overnight US tech gains powered by Micron's blockbuster quarterly revenue forecast, and reports of India pushing for structural chip investments under the $250-million Pax Silica Fund. Join tonight's wrap-up as we analyze India's fast-evolving position in the global AI infrastructure and tech supply chain.
A highly strategic day of trade on Dalal Street as the Nifty logged another positive close at 24,056. Sentiment received a massive dual trigger—overnight US tech gains powered by Micron's blockbuster quarterly revenue forecast, and reports of India pushing for structural chip investments under the $250-million Pax Silica Fund. Join tonight's wrap-up as we analyze India's fast-evolving position in the global AI infrastructure and tech supply chain.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
A highly constructive day on Dalal Street as the Nifty surged back to 24,021. Optimism climbed following official cues that a bilateral US-India trade agreement is nearing its final signature, promising immense market access. Join tonight's wrap-up as we couple this macro win with the Adani Group's massive 45 GW power expansion and discuss if this is the ultimate structural cue for an extended bull run.
Dalal Street faced intense macro pressure today, with the benchmarks closing deeply in the red at 23,824. However, the Indian healthcare space emerged as a massive silver lining. The USFDA has officially approached Indian pharmaceutical majors to scale up production and address the severe shortage of the critical oncology drug, Ifosfamide. Tune into tonight's podcast to understand the structural impact of this export opportunity on top pharma stocks.
Dalal Street faced intense macro pressure today, with the benchmarks closing deeply in the red at 23,824. However, the Indian healthcare space emerged as a massive silver lining. The USFDA has officially approached Indian pharmaceutical majors to scale up production and address the severe shortage of the critical oncology drug, Ifosfamide. Tune into tonight's podcast to understand the structural impact of this export opportunity on top pharma stocks.
Dalal Street faced intense macro pressure today, with the benchmarks closing deeply in the red at 23,824. However, the Indian healthcare space emerged as a massive silver lining. The USFDA has officially approached Indian pharmaceutical majors to scale up production and address the severe shortage of the critical oncology drug, Ifosfamide. Tune into tonight's podcast to understand the structural impact of this export opportunity on top pharma stocks.
It was a day of stark contrasts on Dalal Street. While geopolitical updates sparked a massive risk-on rally, domestic data flashed caution with May WPI inflation hitting 9.68% and the trade deficit widening by 25%. Join us as we break down the impact of a 30% surge in fuel and power costs on upcoming corporate earnings. Get the strategic briefing here.
It was a day of stark contrasts on Dalal Street. While geopolitical updates sparked a massive risk-on rally, domestic data flashed caution with May WPI inflation hitting 9.68% and the trade deficit widening by 25%. Join us as we break down the impact of a 30% surge in fuel and power costs on upcoming corporate earnings. Get the strategic briefing here.
It was a day of stark contrasts on Dalal Street. While geopolitical updates sparked a massive risk-on rally, domestic data flashed caution with May WPI inflation hitting 9.68% and the trade deficit widening by 25%. Join us as we break down the impact of a 30% surge in fuel and power costs on upcoming corporate earnings. Get the strategic briefing here.
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Will Zepto's IPO deliver? 09:47 AI's memory race 23:05 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
On Episode 899 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Arvind Chari, Chief Investment Strategist at Q India (UK), affiliate of Quantum Advisors India .SHOW NOTES(00:00) Stories of the Day(04:47) Monsoons are Running Late(05:30) IPOs on Wall Street and Dalal Street, What will it Do to The Markets?(12:47) Moves to Bring in Dollars Might Bring in Dollars but the Rupee is Still Weak(25:59) Record Number of New Homes are to be Delivered This Year but The War in West Asia is Causing Delays(26:57) Record GHG even as Human activities pushed Global Warming to 1.37°C in 2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In today's stock market news update (1st June 2026), we cover the biggest developments impacting Indian markets. Investors are closely tracking the latest US-Iran talks, the progress of the India-US trade pact, and the upcoming RBI MPC meeting, which could influence interest rate expectations. Rising volatility in crude oil prices, concerns around a weak monsoon forecast, and key economic indicators like India's IIP data remain major market triggers.We also discuss slowing domestic air traffic growth, strong momentum in services exports, risks to smartphone demand, and the latest corporate earnings from NMDC and Asian Paints. Plus, don't miss the interesting “Believe It or Not!” segment packed with surprising market insights. Stay updated with all the important news, trends, and stock-specific developments shaping Dalal Street today.
It was a brutal day on Dalal Street as the Nifty hit 23,816. With oil marketing companies bleeding cash and global crude prices rising, PM Modi has made a strategic appeal to the nation. Join us as we break down the impact of the rising Current Account Deficit on your portfolio and why "frugal living" is the new theme for 2026. Get the expert take here.
It was a brutal day on Dalal Street as the Nifty hit 23,816. With oil marketing companies bleeding cash and global crude prices rising, PM Modi has made a strategic appeal to the nation. Join us as we break down the impact of the rising Current Account Deficit on your portfolio and why "frugal living" is the new theme for 2026. Get the expert take here.
It was a brutal day on Dalal Street as the Nifty hit 23,816. With oil marketing companies bleeding cash and global crude prices rising, PM Modi has made a strategic appeal to the nation. Join us as we break down the impact of the rising Current Account Deficit on your portfolio and why "frugal living" is the new theme for 2026. Get the expert take here.
A mixed bag on Dalal Street! SBI's standalone profit hit ₹19,684 crore, but the stock faced pressure after missing analyst estimates. Join us as we break down the banking giant's Q4 scorecard and Biocon's ambitious roadmap for North America. We discuss the potential of Biocon's GLP-1 portfolio in FY27 and what the "Biosimilars" growth means for your healthcare holdings. Get the expert take here.
A mixed bag on Dalal Street! SBI's standalone profit hit ₹19,684 crore, but the stock faced pressure after missing analyst estimates. Join us as we break down the banking giant's Q4 scorecard and Biocon's ambitious roadmap for North America. We discuss the potential of Biocon's GLP-1 portfolio in FY27 and what the "Biosimilars" growth means for your healthcare holdings. Get the expert take here.
A mixed bag on Dalal Street! SBI's standalone profit hit ₹19,684 crore, but the stock faced pressure after missing analyst estimates. Join us as we break down the banking giant's Q4 scorecard and Biocon's ambitious roadmap for North America. We discuss the potential of Biocon's GLP-1 portfolio in FY27 and what the "Biosimilars" growth means for your healthcare holdings. Get the expert take here.
It was a day of consolidation for Dalal Street, but fundamental strength was visible in MRF's stellar Q4 scorecard. Join tonight's briefing as we break down the 14% revenue growth and improving margins in the tire sector. We also discuss why the "Wait and Watch" mode on West Asia could flip to a massive rally if the Strait of Hormuz opens up in the next few hours. Get the facts here.
It was a day of consolidation for Dalal Street, but fundamental strength was visible in MRF's stellar Q4 scorecard. Join tonight's briefing as we break down the 14% revenue growth and improving margins in the tire sector. We also discuss why the "Wait and Watch" mode on West Asia could flip to a massive rally if the Strait of Hormuz opens up in the next few hours. Get the facts here.
It was a day of consolidation for Dalal Street, but fundamental strength was visible in MRF's stellar Q4 scorecard. Join tonight's briefing as we break down the 14% revenue growth and improving margins in the tire sector. We also discuss why the "Wait and Watch" mode on West Asia could flip to a massive rally if the Strait of Hormuz opens up in the next few hours. Get the facts here.
May 5th proved to be a volatile day for Dalal Street. Join us as we break down the weekly F&O expiry dynamics and the 1% crash in the Realty index led by Godrej Properties. We analyze the "Double Whammy" of a weak Rupee and fluctuating crude oil prices. Is the market finding a bottom or is there more pain ahead? Tune in for the reality check.
May 5th proved to be a volatile day for Dalal Street. Join us as we break down the weekly F&O expiry dynamics and the 1% crash in the Realty index led by Godrej Properties. We analyze the "Double Whammy" of a weak Rupee and fluctuating crude oil prices. Is the market finding a bottom or is there more pain ahead? Tune in for the reality check.
May 5th proved to be a volatile day for Dalal Street. Join us as we break down the weekly F&O expiry dynamics and the 1% crash in the Realty index led by Godrej Properties. We analyze the "Double Whammy" of a weak Rupee and fluctuating crude oil prices. Is the market finding a bottom or is there more pain ahead? Tune in for the reality check.
It was a classic "Fade the Rally" day on Dalal Street. Join Sanket Bendre as he breaks down the pivot level of 24,200 and the critical resistance at 24,300. We discuss the potential "Short" setup below 24,000 and how to manage your risk with a 24,070 stop-loss. From the FMCG outperformance to the housing sector's struggle, get the complete technical roadmap for the next session.
It was a classic "Fade the Rally" day on Dalal Street. Join Sanket Bendre as he breaks down the pivot level of 24,200 and the critical resistance at 24,300. We discuss the potential "Short" setup below 24,000 and how to manage your risk with a 24,070 stop-loss. From the FMCG outperformance to the housing sector's struggle, get the complete technical roadmap for the next session.
It was a classic "Fade the Rally" day on Dalal Street. Join Sanket Bendre as he breaks down the pivot level of 24,200 and the critical resistance at 24,300. We discuss the potential "Short" setup below 24,000 and how to manage your risk with a 24,070 stop-loss. From the FMCG outperformance to the housing sector's struggle, get the complete technical roadmap for the next session.
On Episode 811 of The Core Report, financial journalist Govindraj Ethiraj talks to George Koshy, CEO of LetsSolv as well as Vivek Kumar, Economist at QuantEco Research.SHOW NOTES(00:00) The Take(05:44) Dalal Street on weak footing post US-Israel attack on Iran(07:51) A new GDP series is out and last quarter growth is at 7.8%. What changes?(16:34) The Emirates are pulling out all stops to make tourists and passengers feel safe(22:27) OPEC is raising oil output in anticipation of supply challenges: Macro impact on India.(24:26) New SEBI Notification on Gold and Silver(25:24) February GST CollectionsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube