Daily analysis of Indian market events grounded in real corporate filings. Every claim is backed by what companies actually said in their annual reports and quarterly results.
The India-Oman trade pact went live June 1 with duty-free access for 99% of exports. While headlines focus on textiles and jewelry, four small and mid-cap companies with existing Oman operations — from fish protein plants to copper mines — are positioned to capture disproportionate gains.
The government cut the Special Additional Excise Duty on diesel, petrol, and ATF exports. With Indian refiners processing record volumes but earning compressed margins, this policy shift could meaningfully improve profitability for IOC, MRPL, BPCL, Chennai Petroleum, and Reliance.
The India-US interim trade agreement is set to slash textile tariffs that have crushed export margins for over a year. We dug through filings of 6 textile exporters to find who stands to gain the most.
Air India cuts 22% of domestic flights, IndiGo trims routes as ATF costs surge. Which stocks benefit from the airline crunch? Five companies with strong filing evidence.
India's new FTA with the EU eliminates 8-12% tariffs on textiles and opens a $572B medical devices market. We dug into filings to find which companies are best positioned.
A 40% slump in H-1B approvals seems like bad news for Indian IT stocks, but company filings reveal the biggest firms have already restructured their delivery models to reduce visa dependency.
The India-US trade deal has shifted from tariff negotiations to supply chain security. These 5 critical minerals companies stand to gain the most from the strategic reset.
Standard Chartered predicts RBI rate hikes from June. Filing data reveals which banks benefit from repo-linked repricing, which NBFCs face margin pressure, and two unexpected winners.
Filing data reveals which Indian companies face margin pressure from West Asia supply chain disruptions, and which shipping and port stocks are profiting from the chaos.
The India-EU free trade agreement opens duty-free access for 99.5% of Indian exports. We dug into company filings to find the stocks with the strongest EU exposure — from textiles to specialty chemicals.
Bloomberg reports India is considering raising edible oil import taxes to support farmers and strengthen the rupee. We dig into corporate filings to find which companies benefit most from this policy shift.
US-Iran tensions have pushed Brent crude toward $111/bbl. We dug through company filings to find which Indian stocks are most exposed — and two upstream names that could benefit.
India raised gold import duty back to 15%. While jewellery stocks grab headlines, filing data shows gold loan NBFCs like Muthoot Finance and Manappuram are positioned to benefit the most from rising domestic gold prices.
India raised gold and silver import duties to 15%, pressuring jewellery demand. But gold loan NBFCs like Muthoot Finance, IIFL Finance, and Manappuram stand to gain as collateral values surge.
India reverses its 2024 gold duty cut, raising import tariffs to 15%. While jewellery stocks crash, gold lenders, domestic silver producers, and lab-grown diamond makers stand to benefit.