REPORTS
Equity research report
Mazagon Dock Shipbuilders Ltd India’s premier naval defense shipyard, benefits heavily from government indigenisation programs and rising defense expenditure. This equity research report initiates coverage with a “Hold” recommendation and a target price of Rs 2557. Despite boasting a massive order pipeline, a cash-rich balance sheet, and a formidable submarine construction moat, the current valuation reflects balanced risk reward near its peak margins.
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Mutual fund report
The Quant Small Cap Fund manages an AUM of Rs. 28,758 crores with a low 0.71% expense ratio. Despite short-term dips, it delivers robust long term wealth creation, evidenced by an impressive 33.02% 5-year CAGR. Generating a strong 3.75 alpha alongside above-average volatility, the portfolio heavily favors mid cap stocks (49.15%) and cyclical sectors. Ultimately, it is highly recommended for investors possessing high risk tolerance and long term investment horizons.
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Us india trade tariff
The February 2026 Supreme Court ruling in Learning Resources, Inc. v. Trump dismantled President Trump’s unconstitutional IEEPA based tariff regime, forcing a temporary 15% tariff pivot. Consequently, India’s recent interim agreement which sacrificed energy security and agricultural protections to avoid those very tariffs is heavily critiqued as a premature “surrender.” The report urges India to leverage this constitutional reset to completely renegotiate.
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