Deepak Shenoy highlights Swiggy’s potential as an investment, suggesting giving it two quarters post-IPO for better evaluation. He notes Swiggy’s initial challenges, like stock option-based compensation, but believes its rising performance and Instamart’s growth make it worth watching. Additionally, Shenoy mentions cautious optimism for cement stocks and LIC’s improving market share and premium growth.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly