private beta · indian markets

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mon · 08:00
RELIANCE · Reliance Industries

a $300 billion partnership to build the first major US refinery in 50 years, plus ₹1 lakh crore committed to coal gasification in andhra pradesh. both are long-horizon capital commitments rather than near-term earnings drivers.

company filing · 3 outlets

HDFCBANK · HDFC Bank

the RBI has asked for an explanation of the ₹1 lakh penalties levied on senior executives. the amounts are immaterial; the regulatory attention is the thing to watch.

rbi circular · 2 outlets

2 stories180 filtered out

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every story is traced back to where it came from — a filing, a circular, a transcript. if we can’t point to the source, it doesn’t go in your brief.

policyrbi and sebi rulings, budget lines, import duties
managementleadership changes, guidance, founder interviews
resultsearnings, filings, and financial updates
competitorsa rival's move that drags your stock with it
trendssector flows and shifts in where the money is going