Issue of 4th May-10th May 2026
LEAD ARTICLE
China: FDI Caution but Huge Import Dependence
On 10th March, India loosened the rules governing foreign direct investment (FDI) from countries with which it shares land borders. The regime—known as Press Note 3—was introduced in April 2020, ostensibly to prevent opportunistic takeovers during the pandemic but in practice aimed squarely at China after the Galwan Valley clash. The latest... Read More
CROSSHAIRS
What began as a ₹350-crore fraud complaint, in the aftermath of the collapse of Infrastructure Leasing & Financial Services (IL&FS), has now morphed into a stunning story of how the allegation of fraud itself was a fabrication against a colluding party.   In January-February 2019, the Dalmia...
BUSINESS
Third-party (TP) motor insurance premiums outpaced own-damage (OD) cover in India's FY25-26, growing 9.3% against OD's 9%, as enforcement against uninsured vehicles intensified. Total motor insurance expanded about 9% on a base of ₹1.08 lakh crore. The reversal is notable: in FY23-24, OD had...
Moneylife Digital Team
MARKET
Moneylife’s market breadth indicators have maintained their position in bullish territory this week. The trends of the major indices in the course of the week's trading are given in the table below:       News The Union Cabinet cleared Emergency Credit Line Guarantee Scheme (ECLGS) 5.0...
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STOCKS
The quarter witnessed continued momentum in demand from infrastructure, construction, warehousing, renewable energy and urban housing segments, supported by government-led capital expenditure (capex) and improving private sector investments. The management highlighted that structural steel...
Moneylife Digital Team
Acutaas Chemicals Limited (Acutaas) makes advanced pharmaceutical intermediates (APIs) and specialty chemicals. Under its API segment, it manufactures molecules that are under clinical trial or which have been launched in the patented and generic market. Under this segment, it has a contract...
Moneylife Digital Team
Laurus Labs (Laurus), a Hyderabad-based pharma major, delivered a materially stronger FY25-26, driven by its growing contract development and manufacturing organisation (CDMO) business and a resilient generics portfolio. Established in 2005, Laurus has evolved into a research-driven integrated...
Moneylife Digital Team
Waaree Renewable Technologies (Waaree Renewable), a subsidiary of Waaree Energies and part of the Waaree group, reported a 66% year-on-year (y-o-y) surge in net profit for Q4FY25-26, driven by India's accelerating solar sector growth. The company, which specialises in solar...
Moneylife Digital Team
JNK India Limited (JNK India) is a Mumbai-based technology-driven EPC (engineering-procurement-construction) company incorporated in 2010, specialising in combustion equipment for the oil, gas, petrochemicals and fertiliser industries. The company designs, engineers, manufactures, supplies,...
Moneylife Digital Team
Amanta Healthcare Limited (Amanta) operates within the niche sterile liquid pharmaceuticals segment, primarily supplying hospitals and institutional clients across domestic and export markets. Historically, the investment thesis has centred on scale-led growth in IV (intravenous) fluids and...
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MUTUAL FUNDS
The best three and the worst three mutual fund schemes over the past three years ranked by their quarterly rolling returns. Premium members get access to a more refined list of top schemes by logging into Moneylife Advisory.                                      ...
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CONSUMER ISSUES
More than one billion (100 crore) credentials were harvested by malware in the past 12 months alone. That figure does not include credentials stolen through phishing, data breaches or social engineering — only malware. If you have saved passwords in a browser, used the same password on more...
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