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MC Exclusive: 'We're not just winning on cost anymore': Aequs Founder on India's aerospace moment
Aravind Melligeri says global OEMs are looking beyond low-cost manufacturing as supply-chain disruptions reshape sourcing decisions. He also explains why Aequs is betting bigger on engines and consumer electronics.

How should investors respond to Modi’s call for austerity?
Rising energy costs and supply-chain disruptions may reshape consumption patterns

GMDC shares jump 5% as Quad unveils critical minerals framework, rare-earth supply chain initiative
GMDC stock gained over 5% on Quad minerals framework announcement, which seeks to boost critical mineral supply chains. The stock is up 91% in a year, with its current market capitalisation at Rs 22,000 crore. Quad will bolster critical minerals and energy security.

Bata India shares fall over 4% after Q4 net profit plunges 95%
Bata India said the quarter was impacted by certain one-time items, including voluntary separation retirement (VSR) costs of Rs 28.1 crore as part of its long-term strategy to improve supply chain capability and efficiency

Nifty Auto crashes over 3% as crude tops $100 again, LNG fears add pressure; M&M, Maruti among top Nifty losers
The Nifty Auto index ended 3.2 percent lower, the steepest fall among sectoral indices, as rising energy costs and supply-chain concerns weighed on stocks. High crude oil prices can add to fuel cost pressures for customers, while shortage of gas could disrupt component production.

Stocks to Watch Today: Infosys, Waaree Renewable, HG Infra, InterGlobe Aviation, TVS Supply Chain, Brigade, SEDEMAC, Arvind SmartSpaces in focus on 11 March
Stocks to Watch, 11 March: Stocks like Infosys, Waaree Renewable Technologies, Arvind SmartSpaces, Waaree Energies, Central Bank of India, Hindustan Zinc, Adani Enterprises, SEDEMAC Mechatronics, HG Infra Engineering, Polycab India, InterGlobe Aviation, and Eicher Motors will be in focus on March 11

Middle-East deal hopes: How should one look at the investment landscape?
A US-Iran deal could lower energy costs, ease supply-chain pressures, and create fresh opportunities across sectors