01 - 07 - 2026

How the AI ‘Fog’ and Macro Chills Trigger a Multi-Year Valuation Reset

The Indian IT services sector, long the crown jewel of the country’s export economy, is entering its first quarter of the new fiscal year (1QFY27) with a “sombre” outlook as a confluence of geopolitical tension, high-interest rates, and the disruptive early phases of Generative AI (GenAI) dampen enterprise spending. Once defined by double-digit growth, the …

29 - 06 - 2026

Investor scepticism greets Persistent Systems’ €1.1 billion acquisition

Investors fear the acquisition is overpriced—citing a 140 per cent premium—and worry that integrating Nagarro’s mature, slower-growth ERP business presents significant execution risks.

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.

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

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.

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 …