Mid-caps at Record Highs: What Comes Next?

For years, mid-cap stocks have occupied a fascinating position in India’s equity market. They are neither as e...

When Bonds Speak, Equities Listen

Ask any Indian equity investor what they are watching most closely, and the answers tend to follow a familiar ...

Companies Serving Premium vs. Masses

For investors, therefore, the question is no longer simply whether India's consumption is growing. The more im...

Semicon 2.0: The Chip Opportunity Map

Semiconductors are not one industry. They are a chain of highly specialised businesses with radically differen...

Oil & Gas Sector: From Oil Shock to Energy Opportunity

A geopolitical crisis can therefore create winners and losers within the same sector. That distinction has bec...

The Capital Allocation Test

That kind of return was not luck, and it was not simply a good consumer cycle. It was the result of one decisi...

Roll of Honour- CFO Special

To compile the CFO rankings, DSIJ examined the performances of companies listed on the BSE and the NSE across ...

Is This The Great Indian IT Reset?

Will India Become The Manufacturing Hub?

For decades, China has been the undisputed benchmark for global manufacturing,

Fallen Stocks, False Bargains

Dewan Housing Finance Corporation Limited, better known as DHFL, was once one of India’s leading housing finan...