Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
More than 7,700 senior professionals with over 15 years of experience have exited India's IT services firms -- TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Cognizant, and LTIMindtree -- over the past 12 months.
Earlier this year, when global software giant Salesforce set out to appoint a new chief financial officer (CFO), the role came with an addition. Instead of hiring solely a CFO, the company wanted someone who would also play an integral role in operations.
Information technology (IT) services major Infosys on Wednesday announced the formation of a joint venture (JV) with Telstra, Australia's leading telecommunications and technology company. This will allow Infosys to accelerate artificial intelligence (AI)-enabled cloud and digital solutions for Australian businesses.
India's initial public offering (IPO) market is rewriting the rules of sectoral dominance, with a diverse slate of companies entering the stock market arena.
While TCS cited evolving business needs and future readiness as reasons, industry experts say the action is a cost-cutting measure aimed at improving operating margins that have remained below the firm's aspirational range despite multiple efforts.
'Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable.'
The information technology (IT) services industry may be headed for another year of sluggish growth. Based on the results of the top five IT services companies for the first quarter of 2025-26 (Q1FY26), analysts say the possibility of hitting high single-digit revenue growth in FY26 looks unlikely.
'Listing of scaled Indian subsidiaries of multinational corporations as well as of Indian conglomerates continues to remain a key theme for IPOs in India.'
'There is a shift in what customers are thinking about in the long term and better planned structures are going to emerge as winners.'
'This is the time to be creative, use AI in real-time operations, and unlock new demand and aspirations.'
The Jane Street-Sebi saga is more than a legal dispute -- it's a litmus test for India's ambitions as a global financial hub.
'BSE has facilitated nearly Rs 35 trillion in capital raising across multiple segments.'
'Unless we consistently show up with the right cars, at the right time, priced fairly, we risk becoming irrelevant very quickly.'
Sebi aims to stay proactive as HFT and quant firms like Citadel Securities, Optiver, Millennium, and IMC Trading are expanding rapidly in India, which is home to the world's largest derivatives market by contracts traded.
Promoters of India's top private listed companies have cut their stakes sharply since 2021, taking advantage of elevated valuations and reshaping ownership dynamics in the market. Holdings of promoters in the top 200 privately owned listed firms declined nearly 600 basis points (bps) to 37 per cent at the end of FY25, from 43 per cent in FY21.
'We have been following the micro-change philosophy, where every six weeks we implement these AI features into our internal systems, products, platforms and then release it to our employees.'
With more than 1.2 million Indians stuck in green card backlogs, investor-driven EB-5 programme sees rising interest as a secure route for migration to the US.
After the success of bringing businesses to WhatsApp, Meta - its parent - is now introducing ads and subscriptions to Status and Channels under the Updates tab of the messaging app, the company said on Monday. This move will further push its monetisation efforts on WhatsApp.
For the first time, the Data Security Council of India assembled a joint task force to source threat intelligence at the origin and ensure coordinated action across the cybersecurity spectrum.