Emtel reports half-year results ending June 2026, showing profit rose 34% as CAPEX fell 47% . Our DCF puts the shares at Rs 31.02 against a Rs 22.70 close.

A Mauritian foreign equity fund holds exposure to weapons manufacturers. Screening out the top funds' exposure indicates that, over the past five years, the return would have been more.

When anyone can produce a slick-looking deck for next to nothing, a slick-looking deck stops meaning anything. What separates a company that gets funded from one that gets passed over is the judgment underneath it. That's the one thing AI can't give you.

The pension overhaul in this Budget is, in its direction, both defensible and overdue. But the way it has been designed produces an uncomfortable result – a reform sold on fairness lands hardest on a group that isn’t rich.

Every year at budget time, it’s very much the same ritual: the budget speech lands, and within hours it gets sorted into a box. Pro-business or pro-social. Pro-demand-side or pro-supply side. MSM or PTR (with MMM orbiting somewhere).