Shubham Chaudhary

Shubham Chaudhary is an independent finance research analyst and the founder of PositionalCalls Research. He covers Indian banking stocks, insurance companies, IPOs, and equity markets with a data-driven, unbiased methodology sourced exclusively from RBI, NSE, BSE, and SEBI official filings. PositionalCalls Research is India's independent finance research platform - free, unaffiliated with any brokerage, and committed to institutional-quality analysis for serious Indian investors.

Jewellery Sector Outlook 2026: 5 Positive Drivers Powering Branded Retail Growth

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Jewellery Sector Outlook 2026

Jewellery Sector Outlook 2026: 5 Positive Drivers Powering Branded Retail and Margin Expansion Jewellery Sector Outlook 2026 indicates a structurally positive demand environment driven by wedding cycles, festive purchases, rising incomes, and the ongoing shift toward branded jewellery. Organized players are gaining market share as consumers increasingly prefer trusted brands, transparent pricing, and certified products. … Read more

Consumption Sector Outlook 2026: 5 Positive Drivers Powering FMCG, Retail, and Discretionary Growth

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Consumption Sector Outlook 2026

Consumption Sector Outlook 2026: 5 Positive Drivers Powering FMCG, Retail, and Discretionary Growth Consumption Sector Outlook 2026 indicates a stable-to-positive demand environment supported by urban consumption, rural recovery, and premiumization trends across key categories. FMCG, retail, jewellery, and discretionary segments are expected to benefit from improving income levels, stable inflation, and festive demand cycles. Institutional … Read more

Pharma Sector Outlook 2026: 5 Positive Drivers Powering Exports, Specialty Drugs, and Margin Growth

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Pharma Sector Outlook 2026

Pharma Sector Outlook 2026: 5 Positive Drivers Powering Exports, Margins, and Specialty Growth Pharma Sector Outlook 2026 indicates a stable-to-positive growth phase driven by export demand, specialty drug pipelines, and improving margins across major pharmaceutical companies. The sector continues to benefit from global healthcare demand, currency tailwinds, and structural shifts toward complex generics and specialty … Read more

Metal Sector Outlook 2026: 5 Positive Drivers Supporting Steel, Aluminium, and Mining Stocks

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Metal Sector Outlook 2026

Metal Sector Outlook 2026: 5 Positive Drivers Supporting Steel, Aluminium, and Mining Stocks Metal Sector Outlook 2026 indicates a cyclical recovery phase supported by infrastructure spending, stable domestic demand, and improving global commodity trends. Steel, aluminium, and mining companies are expected to benefit from capex-driven demand, supply discipline, and stable input costs. Institutional investors are … Read more

Energy & PSU Sector Outlook 2026: 5 Positive Drivers Powering Oil, Power, and Defence Stocks

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Energy & PSU Sector Outlook 2026: 5 Positive Drivers Powering Oil, Power, and Defence Stock

Energy & PSU Sector Outlook 2026: 5 Positive Drivers Powering Oil, Power, and Defence Stocks Energy & PSU Sector Outlook 2026 points to a structurally supportive environment for public sector energy and infrastructure companies, driven by government capex, stable oil demand, power sector reforms, and rising defence spending. The sector remains closely tied to macroeconomic … Read more

Auto Sector Outlook 2026: 5 Positive Drivers Powering Demand, EV Growth, and Margin Recovery

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Auto Sector Outlook 2026

Auto Sector Outlook 2026: 5 Positive Drivers Powering Demand, EV Transition, and Margin Stability Auto Sector Outlook 2026 points to a stable-to-positive demand environment across passenger vehicles, two-wheelers, and commercial vehicles, supported by rural recovery, infrastructure spending, and easing input costs. The sector is also witnessing structural shifts toward electric mobility, premiumization, and export growth. … Read more

IT Sector Outlook 2026: 5 Positive Drivers Shaping Growth, Deal Pipelines, and Margin Recovery

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IT Sector Outlook 2026

IT Sector Outlook 2026: 5 Positive Drivers Shaping Growth, Deal Pipelines, and Margin Trends IT Sector Outlook 2026 suggests a gradual recovery phase for Indian technology companies as global enterprise spending stabilizes, deal pipelines improve, and margin pressures ease. After a period of cautious IT budgets and slower discretionary spending, the sector is entering FY26 … Read more

Banking Sector Outlook 2026: Credit Growth, NPA Trends, RBI Policy & Opportunities

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Banking Sector Outlook 2026

Banking Sector Outlook 2026: 5 Structural Drivers Powering Credit Growth and PSU Bank Re-rating Banking Sector Outlook 2026 points to a structurally stronger phase for Indian lenders, driven by steady credit growth, improving asset quality, stable interest-rate conditions, and rising return ratios. PSU banks, in particular, are witnessing a re-rating cycle as balance sheets strengthen … Read more

PSU Banks Capital Rotation: SBI Results Trigger Sector Re-rating in FY26

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PSU Banks Capital Rotation:

PSU Banks Capital Rotation: SBI Results Trigger Institutional Shift into Public Sector Lenders PSU banks capital rotation is gaining momentum after strong Q3 earnings from State Bank of India, reinforcing the sector’s balance-sheet recovery and profitability cycle. Improving asset quality, stable credit growth, and stronger return ratios are driving institutional flows into public sector lenders. … Read more

Shipping Corporation Q3 Results 2026: Profit at ₹383 Crore, ₹3.5 Dividend Declared

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Shipping Corporation Q3 Results 2026

Shipping Corporation Q3 Results 2026: Profit at ₹383 Crore, ₹3.5 Dividend Signals Shipping Cycle Strength Shipping Corporation Q3 Results 2026 reflect steady profitability and dividend support as tanker and bulk shipping segments continue to benefit from global trade flows and stable freight markets. The state-owned shipping major reported solid standalone earnings for the December quarter, … Read more