Long and Short

By Anand Kalyanaraman & Seetharaman G

The story behind the numbers and motivations driving India's stock market

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Chatter and clatter around TCS’ AI play

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Country’s largest private-sector employer is building a narrative around its AI play, but it is losing ground on some other fronts

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Why Indigo would annoy flyers and not investors

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Even its worst-ever crisis may not take the shine off the stock

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Siddhartha Bhaiya’s untimely passing

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…endangers an already rare species—the straight-talking contrarian—in the Indian stock market

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The market highlights of 2025

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Jio Blackrock, Birla, Dr Agarwal’s, and more

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Bigness = big rewards in India’s stock market

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But family-owned firms’ preponderance is not a given

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Amagi’s IPO isn’t an exit story. It’s a stress test

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Are Indian public markets ready to price deep-tech disguised as SaaS?

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The welcome plainspeak of shareholder letters

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It’s time the giants of India’s listed universe learnt from tech companies

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Stranger things at RRP Semiconductor…

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raise many questions about BSE and more

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Smartworks didn’t pivot. The market did

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In a strained market, Smartworks’ middle lane–neither coworking nor landlord–is suddenly the fastest

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What exactly are Swiggy investors buying into?

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And why that has to change with its Rs 10,000 crore fundraise

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The fly in Bharat Electronics’ ‘make and sell globally’ ointment

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And how it could spoil the the electronics major’s defense joyride

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Hatsun is scripting a comeback

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The road to dairy dominance is paved with ice-cream

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NBFCs find a lucrative business, and it’s not lending

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Becoming an anchor investor in IPOs is the new money-spinner for non-banks

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Birla and Adani aren’t enough to spook Polycab investors

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There are enough reasons to salivate over the stock, even if it’s among the priciest in its sector

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RBI to banks: it’s time to rain on private credit’s parade

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Private credit flourished where banks couldn’t go or didn’t want to. That changes now

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