Niraj Shah
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HDFC Bank's Valuation Test: Has The Stock Priced In The Noise?
HDFC Bank stock has fallen nearly 20% from its highs and currently trades at around 1.7 to 1.8 times price-to-book.
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Market Crash: 'Buy The Dip' Isn't A Sure Thing — Nifty's Past Corrections Prove It
One of the most prolonged declines occurred between October 14, 2021 and June 17, 2022. During this period, the Nifty fell from 18,338.55 to 15,293.5, marking a 16.6% correction that unfolded over 246 days.
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Anthropic Shock: Mahindra Group CEO Calls IT Selloff An 'Overreaction'
Anish Shah dismissed the apocalyptic predictions for the sector even as Tech Mahindra has wiped off Rs 1.8 lakh crore in market cap this month.
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The End of Uncertainty: Why 2026 Could Mark A Turning Point For Indian Equities
After a year of tariffs, FII outflows and stalled momentum, something is shifting for Indian equities. Trade clarity, relative positioning and sentiment are aligning in ways markets have been waiting for.
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Angel One Beats Expectations With Strong Quarterly Performance
Angel One's distribution segments drove significant margin improvement, while its digital business model enabled operating leverage.
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From Gully Cricket To Global Equities: Remembering The Market Maverick Siddhartha Bhaiya
Siddhartha Bhaiya lived and breathed stocks. His mantra was creating wealth for investors via equity investing, and boy, did he succeed at that!
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Warren Buffett's Legacy Goes Beyond Berkshire Hathaway
Warren Buffett built more than a company. As he steps away from Berkshire Hathaway, his ideas on value, patience and integrity continue to shape markets — and behaviour — far beyond investing.
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2025 Rewind: A Defining 'Moment' With Multiple Contrasts At Play
Some years pass. Some years redefine the path ahead. This looks like one of them.
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Budget 2026 Needs To Monetise India's Gold Stash, Make Room For 8th Pay Commission: Nilesh Shah
Budget 2026 requires "out-of-the-box thinking" to defreeze gold and silver, while maintaining fiscal prudence and "yet providing for 8th Pay Commission", Nilesh Shah said.
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India’s ‘Golden Decade’: DAM Capital CEO Bets On Capital Market Boom — Profit Exclusive
"I believe this will be the golden decade for India and to achieve this growth, India will require significant capital investments," said Dharmesh Mehta, MD and CEO of DAM Capital Advisors.
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Talking Point This Week: Better Than Feared — India Inc's Earnings Trough Looks Over
Earnings momentum is firming up, with BSE500 PAT growth at 15.5% YoY versus 11.1% in the previous quarter.
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India's Week Of Wins: Earnings Beat, Brokerages Bullish And The World Cup — Talking Point This Week
From strong earnings posted by several listed firms to brokerages' bullish views on India, here are the key talking points of this week.
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Correction Ahead, But Keep Your Gunpowder Ready — Talking Point This Week
Foreign portfolio investors have resumed modest buying in October 2025 after heavy selling, while domestic flows stay robust.
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The Return Of Hard Assets And Hard Lessons — Talking Point This Week
Hard assets gained en masse, with gold surpassing $4,000 per ounce, silver topping the $50-per-ounce mark, aluminium crossing three-year highs, and zinc crossing the $3000-per-tonne mark.
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Tariffs Galore, D-Street Jittery, And IPOs In A League Of Their Own — Talking Point This Week
From Trump imposing 100% tariff on pharma imports to Dalal Street's jittery week, here are the key talking points of this week.
