VINAYAKA PAPER CONVERSATIONS

Air India CEO search narrows to Singapore Air exec Kannan and insider Aggarwal, sources say

The choice of a new CEO comes at a crucial time for Air India, which is grappling with heavy losses, heightened regulatory scrutiny after a…

CDSL Q4 Results: Cons PAT declines 20% to Rs 80 crore, Rs 12.75/share dividend declared

CDSL Q4 Results: Central Depository Services Limited reported a mixed Q4 FY26 performance, with revenue growing 17.1% to Rs 262.85 crore, but net profit declining…

FII outflows not driven by lack of AI and high taxes, says Shankar Sharma. Here’s why

Foreign investors are not avoiding India due to AI exposure or tax issues, according to investor Shankar Sharma. Data shows markets with little AI have…

Kotak Mahindra Bank Q4 Results: PAT jumps 13% to Rs 4,026.55 crore, NII rises 8%

Kotak Mahindra Bank Q4 Results: Kotak Mahindra Bank on Saturday reported a net profit of Rs 4,026.55 crore for the March quarter of FY26, marking…

IFSCA in talks with RBI over foreign asset reporting rule for GIFT City funds

The move follows an RBI FAQ that set out mandatory FLA filing requirements and raised questions over the regulatory classification of entities in the GIFT…

Nifty stays range bound as volatility rises; breakout awaited

Nifty 50 traded within a narrow range, closing slightly higher amid rising volatility and weak momentum indicators. Markets remain in consolidation, with key resistance and…

AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris Wood

Rising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Despite aggressive spending, monetisation…

Largecap IT stocks as a value play? BNP Paribas’ Kumar Rakesh issues a reality check

BNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s “value” narrative. While buybacks and…

Microcap stocks steal show in April, outpace, Nifty, smallcap, midcaps, largecaps. What’s driving the surge?

Indian equities surged in April 2026, led by strong gains in mid, small, and microcaps despite persistent macro risks, foreign outflows, and currency weakness. Market…

Bajaj Finance vs Jio Financial Services: Which stock to buy after Q4 results 2026?

Bajaj Finance vs Jio Financial Services: Investors are torn between Bajaj Finance and Jio Financial Services after Q4 results 2026

Madhusudan Kela’s portfolio: 5 stocks rally up to 135%; 4 new Q4 bets revealed