5 days ago

India cement cos margin to slip ₹50-75/tonne in West Asia fallout

Urban housing demand is expected to improve this fiscal; growing demand to keep capital expenditure elevated

16 - 07 - 2026

IT services growth seen muted at 1-3% on AI disruptions, weak spends

Margins to remain resilient this fiscal, but soften if currency benefits wane: Crisil Ratings

13 - 07 - 2026

India cement demand to grow at 6-7% in Q1: HDFC Securities

The brokerage expects cement makers to report weaker June-quarter earnings as coal, packaging and logistics costs rise

10 - 07 - 2026

Jefferies raises five-year China AI capex forecast to $1 trillion

The revision is based on long-term projections for AI investment in China, growth in chips, rise in power consumption requirements for data centres

29 - 06 - 2026

Rahul Gandhi’s AI Fears, Adani’s Multibillion Answer

Every technological revolution has had its critics. AI is no different.

26 - 06 - 2026

India’s nutraceutical market projected to reach $37–38 billion by 2026

Valued at about $29-30 billion in 2024, it will further expand to $55-57 billion by 2030: CareEdge Ratings.

19 - 06 - 2026

Does El Niño really decide the fate of our Monsoon?

Data suggests that El Niño’s impact is most pronounced during the withdrawal phase of the monsoon rather than at its onset

18 - 06 - 2026

WA crisis, El Nino to pose demand risks for India Inc

Operating profit margins may slip by 100-150 basis points in Q1 of this fiscal due to elevated crude oil prices, rise in the overall cost of imports due to INR depreciation: ICRA

17 - 06 - 2026

US-Iran deal could open Hormuz earlier than expected: Fitch

The rating agency expects the global oil market to return to oversupply in about a month after the strait is fully opened

12 - 06 - 2026

Strong leisure demand to anchor Indian hotel sector growth in FY27

An increase in leisure travel, social events is expected to counter rising cost pressures from geopolitical tensions, helping sector to maintain stable cash flows and low financial leverage: Ind-Ra