Saturday, 12 September 2026

Future & Predictive

Future & Predictive

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

09 - 06 - 2026

Data consumption boom, tariff hikes to drive recovery in India telecom

A structural shift towards intense data consumption and upcoming tariff resets are set to trigger a powerful compounding phase for the sector: Elara Capital

05 - 06 - 2026

India prepares biggest drone order yet

The scale of the planned order suggests drones are becoming a core part of India’s military modernisation, not just an experimental capability

26 - 05 - 2026

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

The cement manufacturer anticipates healthy underlying domestic infrastructure demand to drive a 6-8 per cent growth in grey cement consumption