📚 Newsletter Archive
Every Daily Briefing we've published, browseable by date and country.
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Thursday, September 17, 2026
Monday, August 31, 2026
MCX Gold Falls 2% to Rs 1,53,640; Silver Drops 2% to Rs 2,32,501 on Dollar Strength
MCX gold October futures fell over Rs 2,600 (~2%) to Rs 1,53,640 per 10 grams in early trade.
Gold and Silver ETFs Crash Up to 4% on Hawkish Fed Comments and Rising Bond Yields
Gold and silver ETFs in India declined up to 4% as hawkish Federal Reserve comments weighed on precious metals.
Sterlite Technologies Surges 7x in 2026 on US Demand; Analysts Question Stretched Valuation
Sterlite Technologies stock has surged approximately 7x year-to-date in 2026.
ONGC Explores Deepwater Drillship Acquisition Under Rs 84,084 Crore Mission Samudra Manthan
ONGC exploring deepwater drillship acquisition or joint venture under India's Mission Samudra Manthan programme.
RIL-Backed Penny Stock Hits 52-Week Low, Plunges 23% in Five Sessions
An unnamed RIL-backed penny stock hit a fresh 52-week low, trading at Rs 8.90 per share.
Ashoka Buildcon Surges 10%, Biggest Gain in Six Years, on Rs 602 Crore RVNL Rail Order
Ashoka Buildcon shares surged over 10% — biggest single-day gain in six years — on new order win.
Stryker Partners With IAGE to Advance Fluorescence-Guided Gynaecological Surgery in India
Stryker and IAGE announce clinical partnership to promote fluorescence-guided surgery in gynaecology across India.
UPL Shares Down 30% From Highs; DAM Capital Eyes 49.5% Upside at Rs 870 Target
UPL shares closed at Rs 581, down about 1% on the day with a market cap of Rs 49,018 crore.
Sunday, June 21, 2026
Motilal Oswal Picks TBO Tek and Ixigo as Top Plays on India Travel Boom
Motilal Oswal identifies TBO Tek and Ixigo as key beneficiaries of India's travel boom, as the sector shifts from offline agents to a digitally enabled platform ecosystem.
Life Insurance Remains a Cornerstone of Financial Planning in India
Life insurance is reaffirmed as a foundational pillar of financial protection and long-term planning for Indian families, emphasizing protection over pure savings.
Arunasset's Arun Patel: Investor Discipline and Patience Unlock Multibagger Potential
Arunasset's Arun Patel draws on wildlife tracking lessons to argue that disciplined patience and systematic process unlock the best long-term investment opportunities in Indian equities.
Equitree PMS: 20 Months of Consolidation Opens Small-Cap Entry Window
Equitree Capital sees compelling small-cap opportunities after roughly 20 months of market consolidation, focusing on import substitution, manufacturing, and infrastructure ancillary themes.
India Fuel Prices Hold Steady as Iranian Oil Flows Resume Through Hormuz After US Navy Blockade Lift
Petrol and diesel prices across Indian cities have remained stable since May 25, when OMCs raised petrol by ₹2.61/litre and diesel by ₹2.71/litre.
Investor Madhusudan Kela Buys ₹120 Crore DLF Apartment, Signalling HNI Appetite for Ultra-Luxury Realty
Noted investor Madhusudan Kela purchased a residential apartment in DLF's ultra-luxury The Dahlias project in Gurugram for ₹120.71 crore.
Indian Markets Show Indecisiveness After IT Weakness and FII Selling; Analyst Picks Three Buy Ideas
Benchmark Indian indices declined on June 19, dragged by weak IT stocks and continued foreign institutional investor selling.
Saturday, June 20, 2026
Thursday, May 21, 2026
Wednesday, May 20, 2026
Friday, May 15, 2026
Michael Burry warns Nasdaq 100 faces dot-com-style crash on parabolic tech surge
The Quick Take * Burry compares current Nasdaq 100 tech rally to dot-com bubble peak of 2000, flagging 'parabolic' chip stock gains * No specific price movement cited, but Burry warns Wall Street is overestimating company earnings across the board * Burry — famed for predicting 2008 housing crash — advises investors to take profits and exercise caution now * A significant market correction is anticipated by Burry; timing unspecified but warning implies near-term risk * Inflated US tech val
Magnus Steel surges 975% in six months on Tata Motors supply deal
The Quick Take * Magnus Steel & Infra shares hit ₹193 on May 11, 2026, delivering ~975% return in six months * Stock hit upper circuit despite broader market crash, signalling strong speculative momentum * Company secured steel supply role for Tata Motors with ongoing orders worth ₹32.50 crore * Management aims to strengthen revenue visibility following strong FY26 financial performance * Tata Motors supply link ties this small-cap to India's auto sector and global EV supply chains Synthe
NMDC Hikes Iron Ore Prices Second Time in Two Months, Squeezing Steel Margins
The Quick Take * NMDC, India's largest iron ore miner, raised prices for the second time in two months, lifting raw material costs * No specific stock price movements cited, but steel producers face renewed margin pressure from rising input costs * Mining companies gain earnings visibility from higher ore prices; steel manufacturers face a cost-pass-through challenge * Weak global steel pricing may prevent domestic producers from passing on higher ore costs, risking margin compression * Gl
Thursday, May 14, 2026
Wednesday, May 13, 2026
Marico Executes 9 Acquisitions in 9 Years to Build Premium FMCG Platform
The Quick Take * Marico has completed 9 acquisitions over 9 years, systematically expanding into digital-first, premium consumer brands * No market price movement data available; story is a strategic/analytical profile rather than a news event * No analyst or institutional response cited; coverage limited to a single Tier-3 source (Trade Brains) * Marico's strategy positions it as a brand-incubation platform, scaling next-generation consumer brands beyond core FMCG * Marico's acquisition-l
Vijay Kedia Portfolio: 10 stocks surge up to 44% in CY26, 5 new picks added
The Quick Take * 10 stocks in Vijay Kedia's portfolio gained between 10% and 44% in CY26 price performance * Portfolio delivered mixed results: 13 stocks posted positive returns while remaining holdings registered losses * Five new stock additions were made during the March 2026 quarter, signalling fresh conviction bets * Watch for further portfolio reshuffling in upcoming quarters as Kedia positions in new sectors * Kedia's India small/mid-cap focus reflects broader emerging-market appeti
India Pre-market Briefing — 2026-05-13: Import Duty Hike Splits Markets — Metals Surge, Jewellers Slump
Daily Market Briefing — AI synthesis of 30 top stories from the last 24 hours. * Top theme: Government raises gold and silver import duty sharply to 15% from 6%, triggering a bifurcated market reaction — MCX gold surged above ₹1.62 lakh per 10g and silver hit 6% upper circuit at ₹2,95,805/kg, while jewellery stocks (Titan, Kalyan Jewellers) fell up to 6% on input cost and demand concerns. * Second theme: Metal stocks outperformed broadly — Nifty Metal climbed 1.3%, led by Hindustan Zinc and V
Tuesday, May 12, 2026
Park Medi World surges 70% YTD 2026, market cap tops ₹10,000 crore
The Quick Take * Park Medi World shares have surged 70% in 2026 YTD, pushing market cap above ₹10,000 crore * Stock is significantly outperforming the broader Indian equity market in 2026 * Analysts attribute momentum to a scalable healthcare model and strong sector demand * Analysts expect the rally to sustain, citing structural healthcare growth drivers in India * India's healthcare sector outperformance may attract increased FII interest in emerging-market health stocks globally Synthe
WTiCabs' ₹1,000 cr revenue target under pressure as Dubai unit struggles
The Quick Take * WTiCabs' ₹1,000 crore revenue target is at risk as its Dubai acquisition faces utilisation headwinds from geopolitical tensions * No stock price movement data available; company is not publicly listed on Indian exchanges per available information * Core India cab business and planned fare hikes are cited as key offsets to Dubai market weakness * Management strategy hinges on domestic fare increases and India business momentum to compensate for international drag * Dubai ex
Paul Tudor Jones: AI bull run has 1-2 years left before dot-com-style crash
The Quick Take * Billionaire investor Paul Tudor Jones predicts AI-driven markets have roughly 1-2 more years of growth remaining * Global tech stocks have reached record highs fuelled by AI enthusiasm, mirroring late-1990s internet exuberance * Jones likens AI's current stage to Microsoft's early dominance and the early commercialisation of the internet * After the growth window closes, Jones warns of a significant downturn comparable to the dot-com bubble collapse post-2000 * India's Nif
Up to 50% crash: Ten Indian midcap stocks diverge sharply from index highs
The Quick Take * Several midcap stocks have corrected 35–50% from their 52-week highs despite headline indices staying resilient * Nifty Midcap 150 hovers near record levels even as select names suffer deep individual drawdowns up to 50% * No institutional or analyst response cited; single-source report highlights selective sector-level weakness * Divergence between index performance and stock-level declines suggests further rotation or capitulation risk in laggards * Sharp intra-index div
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