Rowan Street Q2 2026 Letter

Nifty holds 23,000, Sensex up 44 pts; Axis Bank, Asian Paints gain as IT, Pharma drag

Proposed StarHub-M1 merger could create stronger rival to Singtel but reduce consumer perks, say analysts

VCX: The Selloff Did Not Fix A 54% NAV Premium

Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels play

Indian stock market: Jefferies' Chris Wood highlights one trigger that can fuel bull run; check his long-term portfolio