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Portfolio Big Story: In-Depth Analysis and Insights | The HinduBusinessLine

Welcome To The World of AI-nomics Clouded under El Nino skies India Inc and Its Capex Chronicles Will The Rupee Recovery Last? RBI’s new rules: Why your CIBIL score matters more now Your All-round Guide to NPS Micron, Samsung, SK hynix, TSMC, Nvidia: When bits and bytes take a large bite of the stock markets Sensex, Midcap, Smallcap, Sectors: What they don’t tell you about mutual fund SIPs Fishing for Higher Yields? G-Secs, SDLs, FRSBs, Corporate Bonds are Good Bets Crude Oil and The 900-Million Barrel Question 5 Governance Traps That Destroy Wealth: What SEBI Orders Reveal About Stock Frauds IT Sector Outlook: How Much More Can The BSE IT Index Get Beaten Down? Nifty 50, Nifty 500: Dissecting the potential winners and losers amid war and volatility How AWS, Microsoft, Google, Adani and Reliance are driving India’s data centre boom Is US Private Credit sector headed for 2007-08 redux? S&P Ratings’ Ramki Muthukrishan unpacks the details Stock markets and AI: How to use artificial intelligence tools to up your investing game Six Passive Equity Funds to Buy the Dip IOCL, BPCL, HPCL, ONGC, MRPL, CPCL, Oil India: Stocks in the line of fire US-Iran War: WhatNext For Oil, Gold, Dollar and Rupee Gift City IFSC: All About Investing For Residents and NRIs Rare Earth Elements: The Hidden Backbone of AI, EVs and Supply Chains Balance Beats Bravado When Cycles Turn Base metals outlook: Copper, Aluminium, Zinc, Lead & Nickel: Will the rally sustain in 2026? Budget: 5 Budget cues to look out for Tata Steel, JSW Steel, Jindal Steel, SAIL: What’s Ahead For India’s Steel Sector? The first year of Trump 2.0 Sectors to Play in 2026 Equities in 2026: What Investors Should Know About The Great Humiliator ICICI Prudential midcap, Kotak Multicap, DSP Smallcap, Mirae Asset Flexicap, Helios Large and Midcap et al: Your guide to best performing funds of 2025 Stock Markets in 2025: Year of the Reboot From Zomato, PB Fintech and Paytm in 2021 to Groww, Lenskart and Meesho in 2025: The good, bad and ugly of IPOs over last five years New Labour Codes: Impact on Your Salary, EPF and Gratuity Passive Funds In The Mid-cap Universe: What’s On Offer? Macroeconomic Indicators and Why Investors Should Keep Track 5 Must-Know Regulations on Health Insurance Nifty 50, Sensex: Mr Perma Bull takes some market lessons from Mr Doom Halo of the Gold rally: Nifty 50, S&P 500 versus Gold and lessons to learn from the yellow metal’s boom in the last 5 decades Apollo Hospitals, KIMS, Rainbow Hospitals, Global Health, Max Health, et al: How Hospital Stocks Stack Up on Key Metrics ICICI Prudential Multi-Asset, Canara Robeco Large Cap, SBI Balanced Advantage, Nippon India Small Cap, Motilal Oswal Midcap: Five funds to consider this Diwali for long term investing How to Get Unclaimed Money in Banks, Lockers, Stocks, Mutual Funds, Dividends, Insurance, Pension and Small Savings Mixing Assets for Smarter Returns BSE Capital Goods, BSE PSU, BSE Industrials, BSE India Manufacturing and BSE CPSE: All Set to Outperform One Big Beautiful Bubble: Oracle, Amazon, Microsoft, Google, Meta Platforms, Palantir et al in the danger zone? Sun Pharma, Cipla, Dr Reddy’s, Zydus Lifesciences, Divi’s Labs, Torrent Pharma et al: Parsing through the pharma value chain Nifty50, Nifty Midcap, Nifty Smallcap, Gold and Silver: Why It is Time to Get Real on Return Expectations How real-money games exploited players and drained ₹20,000 crore each year NSE, Tata Capital, SBI AMC, Lenskart, Pine Labs, HDFC Securities: Are unlisted shares a trap or opportunity for investors? CreditAccess Grameen, Spandana Sphoorty, Fusion Finance, Satin Creditcare, Ujjivan SFB et al: Are Microfinance Lenders Out Of The Woods Yet? Where is the Indian Rupee Headed? TCS, Infosys, HCLTech, Wipro: Did IT services companies get trapped by ‘dumbest idea in the world’? EPF: How to make transfers, settlements and part withdrawals smooth Dow Jones, S&P 500, Nasdaq Composite: Wall Street Strategist Peter Berezin decodes the blind side of US markets From Dull to Dazzling: Will Platinum Continue to Shine? The investor’s edge: Reading annual reports right HAL, BEL, Cochin Shipyard, Mazagon Dock, GRSE, Zen, Data Patterns: Defence dreams fuel bull barrage Oil after the boil RBI Rate and CRR Cut: Here’s What to do With Your FDs, Small Savings and Debt Funds Best credit cards in India (2025): Choose the right one for your spending style Where is Silver price headed next? bulls or bubble? Falling Interest Rates: What Should New and Existing Home Loan Takers Do? Ather, Ola, TVS, Bajaj et al and India’s Shift to e-2Ws: Should Investors Throw Their Hat in the Ring? UPS or NPS: A deep dive on why government employees can consider swtiching to the Unified Pension Scheme Nifty 50, Nifty Oil & Gas, Gold, Reliance Industries: Two rivals debate the logic behind charts, patterns and technical analysis HUL, Nestle India, Britannia, Godrej Consumer Products, Marico, Dabur, Emami, Jyothy Labs et al: A deep dive into the underperformance and valuation derating of FMCG stocks Bank, Pharma, IT, FMCG and Auto: How are the Sectors Poised Going into FY26? Small and large caps put up the best show relative to their benchmarks in the market correction gone by Market Volatility to Persist, But India Well-positioned: Sankaran Naren Do not let greed and fear overpower your common sense: Sandeep Mittal IPS, ADGP - Cyber Crime Wing, Tamil Nadu Digital warfare and how you should arm yourself BSE Metals, BSE Consumer Durable, BSE Oil & Gas, BSE FMCG: Which Sector will Outperform in the Next Market Rally? What Do Trump’s Tariffs Mean for Indian Auto, Pharma and Steel Stocks? Dow Jones, S&P 500, Nasdaq Composite: Decoding the market sell-off with Wall Street veteran Andy Constan Deep dive into the Nifty IT, TCS, Infosys bear market: Why the writing was on the wall and investors caught off foot have only themselves to blame Unlock your unclaimed assets
Time Is Ticking For Oil Reserves
Akhil Nallamuthu · 2026-07-18 · via Portfolio Big Story: In-Depth Analysis and Insights | The HinduBusinessLine
The market absorbed the first Hormuz disruption by drawing down inventories and tapping spare capacity. Those…