Aditya Raghunath
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Can Gems And Jewellery Stocks Continue To Rally As India-US Trade Deal Slashes Tariffs?
For finished jewellery, tariffs dropped from 31% to 24%. That's a 7-percentage-point reduction that translates directly to margin improvement. Lab-grown diamonds also received relief, falling to an 18% tariff from 25%.
- Friday February 13, 2026
- Author: Aditya Raghunath
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Holding Company To Lender: Decoding Jio Financial’s Next Phase As Core Business Overtakes Treasury Income
Jio Financial is no longer just a holding company. Whether it can turn scale into returns is the key question.
- Wednesday December 31, 2025
- Author: Aditya Raghunath
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Kotak Mahindra Bank Range-Bound For Five Years — Can Earnings Growth Trigger A Re-Rating?
Kotak Mahindra Bank shows earnings traction after years. But is the markets convinced?
- Wednesday December 31, 2025
- Author: Aditya Raghunath
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Titan’s New Sparkle: Lab-Grown Diamonds And Its Growth Path
A new category, a new audience. Titan’s next growth lever explained.
- Monday December 29, 2025
- Author: Aditya Raghunath
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RBL Bank’s Turnaround Story: Is The Worst Over For The Stock?
RBL Bank's crisis is over and the confidence is returning — but is the hard part done?
- Tuesday December 23, 2025
- Author: Aditya Raghunath
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Vedanta Demerger: Will NCLT Nod Finally Unlock Rs 2 Lakh Crore In Shareholder Value?
For every Vedanta share you own, you will get one share in each of the four new companies.
- Friday December 19, 2025
- Author: Aditya Raghunath
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Hindustan Unilever's Home Care Bet: Can Vandana Suri Revive Slowing Growth?
The appointment comes at a critical juncture for India's largest FMCG company, which has delivered negative returns over the past five years, while the Nifty 50 index has almost doubled.
- Friday December 12, 2025
- Author: Aditya Raghunath
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SpiceJet's Debt-For-Equity Swap: Lifeline For Airline Or Just Another Quick Fix?
Valued at a market cap of Rs. 4,963 crore, SpiceJet stock is down 75% from its all-time high in November 2025.
- Wednesday November 26, 2025
- Author: Aditya Raghunath
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Bajaj Finance's Growth Scare: A Red Flag For India's Retail Loan Boom?
Bajaj Finance’s slowdown follows a guidance cut linked to rising stress in MSME and unsecured lending, notes Aditya Raghunath.
- Wednesday November 19, 2025
- Author: Aditya Raghunath