Friday, 05 June 2026

Analysis

Future & Predictive

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26 - 05 - 2026

JK Cement retains FY27 capex guidance at ₹3,500-4,000 crore
25 - 05 - 2026

AI is not an enemy, but a friend

Fearmongers have an old habit. We greet every new machine as though it were a foreign invader. When computers arrived, they were accused of plotting mass unemployment. When economic reforms began, we were warned of national ruin. Now artificial intelligence stands at the dock, charged with conspiracy against the Indian middle class. The prosecution has …

Global & Regional Perspective

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3 days ago

India’s BrahMos export push gains momentum
4 days ago

US sanctions Indian firm as energy fight widens

India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure
28 - 05 - 2026

A fragile pact to reopen Hormuz

The proposed draft had stated that Iran would restore commercial shipping in the strait to pre‑war levels within a month in return for a US withdrawal of military forces from Iran’s vicinity and the lifting of a naval blockade
27 - 05 - 2026

Camso to be a $1 billion opportunity post brand migration by FY28

The transaction opens up about $850 million addressable market opportunity for CEAT, where it will directly compete with Michelin, brokerage firm Motilal Oswal said in a report.
26 - 05 - 2026

India’s Great Refuel: Middle East Shock Forces New Delhi to Melt Its Four-Year Pump Price Freeze

Since a staggered pass-through mechanism was initiated in mid-May, cumulative pump prices have surged by 8.6 per cent for diesel and 7.8 per cent for gasoline.

Market & Financial Analysis

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Close-up of a computer screen displaying ChatGPT interface in a dark setting
1 day ago

Anthropic’s Claude hit by major outage as AI sector wrestles with ‘capacity constraints’
4 days ago

US sanctions Indian firm as energy fight widens

India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure
5 days ago

DXC bets on engineering-led AI push as enterprise demand shifts

Tech buyers are now less interested in AI slogans than in whether a vendor can integrate, secure and run these systems in live environments without breaking them
5 days ago

IndiGo braces for muted Q1 capacity growth amidst West Asia turmoil

The carrier is leveraging strong ticket demand to offset a weaker rupee and expensive jet fuel, even as capacity growth slows to a modest 3–4 per cent.
6 days ago

Brokerages bet on Ashok Leyland’s resilience amid macroeconomic speed bumps

While structural demand drivers like infrastructure projects and a vital fleet replacement cycle keep major brokerages optimistic about the commercial vehicle giant, near-term challenges around persistent commodity inflation and global logistical hurdles prevent an outright bullish outlook.

Policy & Regulation

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17 - 05 - 2026

Rajasthan’s Bhiwadi push shows India’s chip ambitions widening beyond the South
12 - 05 - 2026

India may hike customs duty on gold: Jefferies

Titan Company is in better position than in previous cycles due to its increased reliance on domestic gold exchanges and more robust sourcing, though it still faces macro headwinds.

Sector Deep-Dive

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26 - 05 - 2026

India’s Great Refuel: Middle East Shock Forces New Delhi to Melt Its Four-Year Pump Price Freeze
25 - 05 - 2026

AI is not an enemy, but a friend

Fearmongers have an old habit. We greet every new machine as though it were a foreign invader. When computers arrived, they were accused of plotting mass unemployment. When economic reforms began, we were warned of national ruin. Now artificial intelligence stands at the dock, charged with conspiracy against the Indian middle class. The prosecution has …
18 - 05 - 2026

Vodafone Idea’s net debt falls to ₹1.53 tn: Motilal Oswal

Vi got a capital boost with Aditya Birla Group announcing its intention to invest about ₹4,730 crore ($500 million) through warrants

17 - 05 - 2026

Rajasthan’s Bhiwadi push shows India’s chip ambitions widening beyond the South

Rajasthan’s new semiconductor plant and electronics cluster in Bhiwadi mark a small but significant step in India’s effort to expand chipmaking and electronics manufacturing beyond its southern hubs. The inauguration of Sahasra Semiconductors’ packaging facility and a new electronics manufacturing cluster in Bhiwadi adds a northern foothold to a sector that has so far been …

Strategy & Business Thinking

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5 days ago

DXC bets on engineering-led AI push as enterprise demand shifts

Most Popular

20 hours ago

JioHotstar to hire for over 75 specialised roles in AI push

The Indian streaming platform is restructuring its media value chain by introducing non-traditional job…
3 days ago

India moving towards affordable credit: RBI

Personal loans moderate while corporates seek funds for capital investment India’s banking sector underwent…
3 days ago

Cash is King, says RBI Annual Report for FY26

RBI's retail Central Bank Digital Currency (CBDC) pilot has encountered a speed bump
4 days ago

US sanctions Indian firm as energy fight widens

India has no blocking statute that would shield local firms from foreign sanctions in…

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