India research

Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.

148 articles, newest first · page 6 of 17

BSE:ZERODHA:ANGELONE:MOTILALOFS:IIFL:HINDZINC:HDFCBANK:ICICIBANK:SBIN 2026-09-03

Policy Pulse - Ministries/Regulators - 03 Sep 2026

SC disposes SEBI pleas vs NSE after Rs 1,500 cr settlement - NSE IPO path cleared (Sep window). SEBI accredited-investor comments close today. Hindustan Zinc wins Karnataka REE LoI. BUY BSE, ZERODHA, HINDZINC.

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LT:BHARATFORGE:BEL 2026-09-03

Policy Pulse - Modi/Govt - 03 Sep 2026

India-Belgium summit: 10 defence-industry pacts. L&T named for mine-warfare (Exail) and Zorawar turrets (John Cockerill); Bharat Forge-Kalyani for 70mm rockets. BUY LT, BHARATFORGE.

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DIXON:KAYNES:AMBER:CGPOWER:MOSCHIP:TATAELXSI:COALINDIA:TATAPOWER:NTPC:JSWENERGY:ADANIGREEN:EXIDEIND:BSE:ZERODHA:ANGELONE 2026-09-02

Policy Pulse - Ministries/Regulators - 02 Sep 2026

Semicon 2.0 six-pillar notifications issued (MeitY); Coal India +4% on Mahanadi Coalfields IPO filing; curtailed renewable sale via BESS allowed. BUY DIXON, KAYNES, CGPOWER, COALINDIA.

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BSE:ZERODHA:ANGELONE:MOTILALOFS:IIFL:MCX 2026-09-01

Policy Pulse - Ministries/Regulators - 01 Sep 2026

SEBI grants NSE IPO NOC (valuation up to Rs 5.26 lakh cr, September listing target); ETF framework deferred to Sep 7. Positive for BSE, ZERODHA, ANGELONE.

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HDFCBANK:ICICIBANK:SBIN:LT:ULTRACEMCO:ITC:DIXON:AMBER:KAYNES:CGPOWER:MOSCHIP 2026-09-01

Policy Pulse - Modi/Govt - 01 Sep 2026

PM Modi hails 7.8% Q1 GDP 'herculean feat'; SCO bilaterals with Putin and Iran. SEMICON India Sep 17-19. Positive for HDFCBANK, LT, DIXON, KAYNES.

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BEL:TEJASNET:BSE:HAL 2026-08-28

Policy Pulse - Ministries/Regulators - 28 Aug 2026

BEL secured Rs 730 crore new orders; SEBI Chairman says NSE IPO close to approval; Tejas Networks gets Rs 1,537 crore BSNL order.

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BEL:HAL:BDL:DATAPATTNS 2026-08-28

Policy Pulse - Modi/Govt - 28 Aug 2026

India-Kuwait Joint Defence Committee held inaugural meeting in New Delhi; defence export opportunities for BEL, HAL, BDL.

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HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:BAJFINANCE:TCS:INFY:WIPRO:HCLTECH:COFORGE:SUNPHARMA:DRREDDY:CIPLA:LUPIN 2026-08-26

Policy Pulse — Ministries & Regulators — 26 Aug 2026

RBI MPC holds repo at 5.25% with GDP raised to 6.7%; Piyush Goyal to visit US for G20 trade meet and USTR talks

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DIXON:AMBER:SYRMA:KAYNES:ANGELONE:IIFL:MOTILALOFS:BSE 2026-08-25

Policy Pulse — Ministries & Regulators — 25 Aug 2026

SEBI study reveals 88% F&O trader losses; PLI 2.0 mobile scheme favors scale players like Dixon

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