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Geopolitical Shockwave: Hormuz Blockade and India's Energy Exposure

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As can be seen most of these brands have scaled rapidly but are struggling for profitability. Having established a strong online presence, we believe the next leg of growth for these brands is likely to come from offline expansion. However, we believe their brick & mortar growth journey is not going to be easy as luggage is sold via diverse channels like GT, MT, MBO's, EBO's, CSD, and institutional. Penetrating every category and establishing a diversified presence across channels is a daunting task. For instance, one needs to have a very strong brand to penetrate GT and MT. Starting an EBO could be capital intensive or may require fixed rental commitment. Further, cracking the CSD channel requires relationship with government officials, and it is time...

Stock Ideas with specific strategies

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Credit card spends saw a recovery in Feb'26, rising to 1.78L Cr from 1.68L Cr in Feb'25. Spends declined ~10.9% MoM (vs ~2.7% decline in Jan'26), while YoY growth moderated further to ~6.0% (vs ~8.1%), reflecting continued normalisation in consumption trends. Cardsin-force stood at ~117.6 Mn, up ~7.6% YoY with broadly stable sequential growth. Net new card additions picked up to ~10.2 lakh (vs ~8.4 lakh in Jan'26), led by HDFCB (~11`.5 lakh), AXISB (~1.6 lakh) and SBI (~0.7 lakh). Transaction volumes declined ~8.6% MoM (vs flat trend in Jan'26) but remained strong at ~24% YoY (vs ~25%), indicating some moderation in usage...

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India charging ahead in clean energy transition Bharat Electricity Summit 2026 India's solar manufacturing ecosystem is entering a multi-year structural upcycle, supported by strong policy visibility, accelerating renewable capacity additions, and a sharp ramp-up in grid infrastructure. The government's roadmap targets integration of ~900 GW non-fossil capacity by FY36, supported by ~Rs7.9tn transmission capex materially de-risks evacuation bottlenecks and underpins sustained demand for module suppliers. In this backdrop, companies such as Waaree energies, Premier Energies and Vikram Solar are well-positioned to benefit from improving capacity utilization, backward integration and export optionality....

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