Issue of 26th Jan-1st Feb 2026
LEAD ARTICLE
Wealth Creators 2015-2025 -Part 5 - The Top-201 to Top-300
Welcome to the fifth part of our Wealth Creators (WC) series. In the earlier parts, we built a structured framework to understand how select companies have compounded wealth over long periods.   Part-1 introduced the top multi-baggers, outlined our methodology and explained the concept of compounded annualised total shareholder return... Read More
Sher Singh Yadav and
Pratibha Kamath
CROSSHAIRS
The annual World Economic Forum (WEF) at Davos is the supreme arena for business optics. While world leaders make news at the formal plenary sessions, high-power networking occurs at private parties in a country better known for stashing away money secretly. So industrialists funding their...
ECONOMY
The Economic Survey 2025–26 paints a picture of an economy that is growing strongly, keeping inflation in check and maintaining macroeconomic stability, despite global turbulence. India’s real GDP growth is projected to remain around 7%, inflation is described as 'tamed and anchored', banks are...
Moneylife Digital Team
India’s economic aspirations are being compromised by a systemic failure in urban management, according to the Economic Survey 2025-26 which identifies a critical ‘governance deficit’ as the primary barrier to sustainable city growth.   The document asserts that while urbanisation is an...
Moneylife Digital Team
India’s Economic Survey has cautioned against over-reliance on services exports as a growth engine, arguing that while sectors such as IT and business services have expanded rapidly, they cannot substitute for manufacturing in delivering durable currency stability, broad-based employment or...
Moneylife Digital Team
India’s economy is projected to grow at 7.4% in FY25-26, driven by robust domestic consumption and sustained investment activity, reaffirming the country’s position as the world’s fastest-growing major economy for the fourth consecutive year, according to the Economic Survey 2025–26 tabled in...
Moneylife Digital Team
India’s Economic Survey, released on Thursday, has reiterated that durable economic growth is driven primarily by capital expenditure rather than short-term consumption stimulus, arguing that public investment in infrastructure and productive assets has played a central role in lifting the...
Moneylife Digital Team
India’s latest Economic Survey has flagged deteriorating state government finances as a rising threat to fiscal stability, infrastructure creation and long-term economic growth, warning that populist spending choices at the state level are beginning to crowd out productive investment.   The...
Moneylife Digital Team
The Indian government is in the final stages of setting up a new high-level body to cut regulatory hurdles and red tape, according to news reports. The structure, operating under the National Manufacturing Mission, is meant to slash bureaucratic delays and help triple merchandise exports by...
BUSINESS
India's resale housing market has shifted from a fallback to a primary buying channel, driven by affordability constraints and the premiumisation of new launches. Resale homes, often in established neighbourhoods, attract value-conscious buyers. Investor exits since 2020-23 have increased...
Moneylife Digital Team
MARKET
Indian equity markets are currently navigating a treacherous confluence of geopolitical uncertainty and shifting internal dynamics, as evidenced by the sharpest deterioration in market breadth in nearly a year. The advance-decline ratio (ADR)—a vital barometer of market health—showed a decline....
Moneylife Digital Team
STOCKS
Sagility is well-positioned to capitalise on the expanding US healthcare outsourcing market which reached US$45.0bn (billion) in 2023 and is projected to witness 8.7% compounded annual growth rate (CAGR) through 2028. The company, serving exclusively US-based healthcare clients, reported...
Moneylife Digital Team
Jindal SAW Ltd is a global leader in the pipes and infrastructure solutions space, with a diversified portfolio spanning LSAW (longitudinal submerged arc welding), HSAW (helical submerged arc welding), ductile iron (DI), seamless pipes and iron ore pellets. The company serves critical sectors...
Moneylife Digital Team
Laurus Labs (Laurus), a Hyderabad-based pharma major, continues to script a strong growth story—marked by innovation and strategic expansion. Established in 2005, Laurus has evolved into a research-driven integrated pharmaceuticals company, operating across four core segments: custom...
Moneylife Digital Team
The global pharmaceuticals market, valued at US$1,600bn (billion) in 2024, is expected to expand to US$2,300bn by 2030, increasing at a 6.1% compound annual growth rate (CAGR), driven by ageing populations, rising chronic disease prevalence and higher healthcare spending. While North America...
Moneylife Digital Team
Senores Pharmaceuticals (Senores) delivered strong Q3FY25-26 results, with consolidated revenue rising 69% year-on-year (y-o-y) to ₹175 crore. Earnings before interest, taxes, depreciation and amortisation (EBITDA) grew 110% y-o-y to ₹54 crore, with margins expanding 600bps (basis points) to...
Moneylife Digital Team
Tips Music Ltd (TML) announced its results for Q3FY25-26 on 19 January 2026. We had discussed TML’s business and the special situation in detail in May 2021 (https://bit.ly/3II5KZ4). Net sales increased 21% year-on-year (y-o-y) and 6% quarter-on-quarter (q-o-q) to ₹94 crore and operating...
Moneylife Digital Team
CONSUMER ISSUES
The head of America’s cyber defence agency recently illustrated a risk that millions of people take every day — sharing sensitive information with public artificial intelligence (AI) tools without really thinking about where that data ends up.   Madhu Gottumukkala, the acting director of the...
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