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