There is a minimum requirement of Rs 2.5 trillion capital expenditure every year and it is understood at the highest levels of the government.
'4 lakh to 5 lakh people graduating in computer science getting jobs in software companies will not happen.'
SoftBank's early India bets are beginning to deliver. The Japanese investor, which clocked nearly 5.4x returns on Lenskart and chose to stay invested in Meesho ahead of its public listing, has so far returned close to $7 billion from India to its global investors.
Despite recent underperformance, MNC funds have delivered over longer time frames.
Highlighting India as the company's most important growth market, Fabricio Bloisi, group chief executive officer (CEO) of the Dutch technology investor Prosus signaled a sharp acceleration in artificial-intelligence investments across its portfolio in the country.
This Budget positions India's taxation ideology as not merely a revenue source but as a strategic catalyst for growth, inclusion and long-term confidence.
India's $280-billion IT industry heads into 2026, balancing visa-related headwinds and global trade uncertainty against its biggest-ever push into artificial intelligence and the rapid expansion of global capability centres (GCCs). Heightened scrutiny of the US H-1B visa programme - including a proposed $100,000 fee for new visas and concerns over a potential 25 per cent outsourcing tax - has complicated cross-border delivery for Indian firms, even as companies accelerate efforts to reduce reliance on onsite staffing.
Foreign investors have remained cautious ahead of the Union Budget amid expectations of limited policy changes.
Adoption of Artificial Intelligence (AI) in India's 64 million Micro, Small and Medium Enterprises (MSMEs) alone could unlock over $500 billion in economic value, but the country must pivot from an "adopt-first" to an "invent-first" mindset to realise this potential, according to a new report.
The initial public offering (IPO) market in India last year was hot, with companies raising over $22 billion in 2025. But half of the 350-plus companies that listed on the stock exchange last year traded below their offer price, according to a new research report released by HSBC Global Investment Research - a sobering fact despite what otherwise looked like a rush of companies eager to list on the bourses.
'What the government is doing would be a drop in the ocean. It has to be matched by investments by industry.'
Trump announced that India and the US agreed to a trade deal under which Washington will charge a reduced reciprocal tariff on Delhi, lowering it from 25 per cent to 18 per cent.
FDI inflows into India are expected to register robust growth in 2026, supported by strong macroeconomic fundamentals, big-ticket investment announcements, sustained efforts to improve the ease of doing business, and a new generation of investment-linked trade pacts.
Tech Mahindra, HCL Tech, State Bank of India, UltraTech Cement and HDFC Bank were also among the gainers. In contrast, Eternal, Asian Paints, Bharat Electronics, Sun Pharma and Maruti were among the laggards.
The "huge mountain of debt" in developed economies and the risk of a possible unravelling is a matter of concern for India, Union Minister for Railways, Information & Broadcasting, Electronics & Information Technology Ashwini Vaishnaw said on Wednesday, pointing to the recent spike in Japanese bond yields.
The country's largest IT services firm Tata Consultancy Services on Wednesday outlined an aggressive plan to become the "world's largest AI-led technology services company" as CEO K Krithivasan shared that the company has logged about $1.5 billion in annualised revenue.
Benchmark equity indices Sensex and Nifty rebounded on Thursday after three sessions of losses, tracking gains in global markets after US President Donald Trump struck a conciliatory tone on Greenland. In a volatile session, the 30-share BSE Sensex climbed 397.74 points, or 0.49 per cent, to close at 82,307.37.
'Today, we are at a stage where we have launched a voice-to-voice model that supports 14 Indian languages.'
'The tools of warfare are changing. The MoD must deepen its engagement with technology thinkers that can present compelling visions of where warfare may be heading.'
'In three years, you will have an AI model that will be smarter than the smartest mathematician or the smartest scientist.'
'It requires tail layering and customising, and you can't just sprinkle your organisation with co-pilots and be done with it.'
In a world fractured by uncertainty, India stands out for its policy consistency, paired with sustained ambition, points out Pritam Banerjee.
India and the European Union (EU) on Tuesday announced the conclusion and finalisation of negotiations for the proposed free trade agreement (FTA).
To meet its $50-billion export target by 2030, the Uttar Pradesh government is looking to significantly scale up services sector, with a focus on Information Technology (IT) and Global Capability Centres (GCC) domains. Under the UP Export Promotion Policy 2025-30, the state aims to raise goods and services exports from $21 billion in 2024 to $50 billion by 2030.
In November, six primary market issuances accounted for more than 13,000 crore of net equity investments by MFs.
Under the defence partnership, India and the UAE are eyeing defence industrial collaboration and cooperation in advanced technologies, cyberspace training, special operations, interoperability of their militaries and counter terrorism.
'There is a shift in what customers are thinking about in the long term and better planned structures are going to emerge as winners.'
'The first time India has seen two consecutive blockbuster IPO years.'
To get real, long-lasting results, you need to understand what your skin needs, respect its limits and invest in habits that will last longer than trends, advises Dr Rupika Singh.
Companies are squeezing more profits from their operations relative to the capital they put to work, the highest now since 2011. Profit after tax relative to capital employed came in at 10.47 per cent in September, shows data from the Centre for Monitoring Indian Economy (CMIE), higher than the 8.41 per cent seen in September last year. This is the highest since March 2010.
'This policy is a vision to position Karnataka as the epicentre of India's space ambitions'
'We frequently discuss AI, but we're waiting for other countries to develop solutions rather than creating intellectual property ourselves.' 'We haven't yet produced comprehensive AI solutions developed in India for global markets.'
Office redevelopment is emerging as a key growth frontier for developers as India's commercial real estate market shifts towards quality, sustainability, and capital efficiency. With land parcels scarce in central business districts (CBDs) and demand for Grade A offices remaining strong, developers and investors are increasingly turning to ageing office stock in prime locations to unlock value.
'The bigger unknown remains global geopolitics, which is inherently unpredictable, including developments in our neighbourhood.' 'Another concern is the increasing tilt of government finances towards welfare subsidies, especially at the state level.' 'This could constrain capital expenditure, which is critical for long-term growth.'
India's information technology (IT) spend is projected to touch $176.3 billion in 2026, rising 10.6 per cent from 2025, and outpacing the 9.8 per cent growth expected globally, according to the latest forecast by Gartner Inc., a business and technology insights company.
The power sector presents a puzzle. A fast-growing economy should be aligned to higher power demand but that hasn't been the case in the financial year 2026 till date (FY26TD).
'We should learn from the wild world on how they live harmoniously.'
'Digital arrests are the cutting edge of the problem and the most challenging part of the ecosystem right now.'
'Solutions developed in India are being commercialised and offered globally because we're executing at scale, creating new markets and revenue streams.'
European Commission President Ursula von der Leyen says India and the EU are close to a 'historic trade agreement' that could create a market of two billion people and account for almost a quarter of the global GDP.
