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FY26 ends muted: Nifty ↓ ~5%, flat over 2 yrs. Gold & silver outperformed; bonds & real estate lagged inflation. Lesson: diversification matters. FY27 looks better: lower risk, attractive valuations, FII flows likely. Shift to quality Indian equities, trim metals.

Share India Actionable ideas for India US Trade Deal Clear, actionable measures across market access, supply chains, and regulatory alignment will be critical to translating trade agreements into tangible economic gains, export competitiveness, and investment flows.

India Budget 2026 - Short of Expectations Budget leans on Viksit Bharat vision with structural reforms, but markets underwhelmed. Higher STT, no capital gains relief, elevated borrowing & ambitious revenue targets weighed on sentiment. Detailed report: tinyurl.com/3nfcdhyf

MFI space has faced a tough year of overleveraging and regulatory headwinds, but Muthoot Microfin is on strong recovery. 65:35 target for MFI vs. non-MFI loans, robust 3.8% RoA by FY27. Compelling "recovery play". Click link for detailed report: tinyurl.com/2ppdevcf

With electricity demand up 4% in 2025, nuclear energy is back as the ultimate "grid anchor". India is leading this charge backed by the landmark SHANTI Bill and a ₹20bn mission. Click link for detailed report: tinyurl.com/3rxukxvd

Here's our weekly, Bigger Picture – Seeing the Unseen, we spotlight key global developments shaping the market narrative. For a more comprehensive understanding, please refer to the full report here: tinyurl.com/bde26r8e

Here's our weekly, Bigger Picture – Seeing the Unseen, we spotlight key global developments shaping the market narrative. For a more comprehensive understanding, please refer to the full report here: tinyurl.com/5f99mb4r

In the current edition of our weekly, Bigger Picture – Seeing the Unseen, we spotlight key global developments shaping the market narrative. 🔗 For a more comprehensive understanding, please refer to the full report here: lnkd.in/e4XV-x4g

We’re kicking off our new video insights series at Share India Securities Institutional Desk, Mumbai. In the first episode, our analyst, Nilesh Patil, gives a differentiated view on the evolving Cables & Wires industry. #EquityResearch #CablesAndWires #MarketInsights #ShareIndia