Fund managers are divided on the prospects for beaten-down information technology (IT) stocks, reflected in the wide variance in equity mutual funds' (MFs) sector exposure. An analysis by Nuvama Alternative & Quantitative Research shows that while six large fund houses were overweight the sector relative to its weight in the Nifty 200 index, five were underweight as of October 2025. UTI MF had the highest exposure at 17.8 per cent, while SBI MF sat at the bottom with 5 per cent.
Concerns have emerged about the impact of AI adoption on young workers, particularly those seeking their first job in high-skilled occupations.
'The real risk is not that AI will fail to transform India's economy.'
'The risk is that it already is -- while our measurement systems continue to look the other way,' observes Nishant Sahdev, a theoretical physicist at the University of North Carolina.
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
Gor also announced that India will be a member of the Pax Silica alliance.
The Mahayuti alliance has released its manifesto for the upcoming Mumbai civic elections, promising technology-led governance, concessions for women, and addressing issues like illegal immigration and infrastructure.
'India is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
'If you go by the capital expenditure, this is a good defence budget. But we will have to see if the government can keep defence spending at 2 per cent or higher in 2027-2028.'
India should resist knee-jerk responses to tariff volatility in the US and instead use the current geopolitical churn to build manufacturing scale at home, former G20 Sherpa and former chief executive officer of NITI Aayog Amitabh Kant said on Wednesday.
'Storytelling will never change.' 'As long as storytelling can be unpredictable... AI cannot tell you an unpredictable story.'
A Jefferies report warns that the IT services sector is set for a structural shift due to AI, requiring talent and operating model overhauls and increasing cyclicality.
The Union Budget on Sunday proposed a tax holiday till 2047 for foreign companies that provide cloud services to customers globally using data centres located in India, signalling the government's push to make the country a major hub for AI and digital infrastructure.
India is a global leader in software development services, IT enabled services, knowledge process outsourcing services and contract R&D services relating to software development, Sitharaman said noting these business segments are quite inter-connected with each other.
The Union Budget on Sunday proposed a tax holiday till 2047 for foreign companies that provide cloud services to customers globally using data centres located in India, signalling the government's push to make the country a major hub for AI and digital infrastructure.
Supply chains are evolving from operational backbones to strategic growth enablers for organisations, though they remain underleveraged and struggle for recognition at the executive level, a report by PwC India said. The survey highlighted that recent developments in the trade and tariff landscape represent both a stress test and a strategic inflection point for supply chains.
'Artificial Intelligence-assisted surgery is expected to shape the future of operating theatres in India.'
Brokerages were divided on Bajaj Finance after its 2025-26 (FY26) third-quarter (October-December/ Q3) results, with a few raising targets on valuation comfort, while others flagged concerns over the credit cost trajectory.
The country's largest IT services company TCS on Monday reported 13.91 per cent decline in December quarter net profit at Rs 10,657 crore. The Tata Group company had posted a net profit of Rs 12,380 crore in the October-December period of FY25 and Rs 12,075 crore in the preceding September quarter.
India launches AI-driven SPEEED platform to track athlete performance, predict injuries, tackle age fraud and revolutionise sports science nationwide.
'When a technology is this fundamental, a country should have its own version of it, rather than relying on whether someone else chooses to build it for you.'
'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
It said that when a retiree, who withdraws amounts in the range of Rs 10,000 or Rs 20,000, suddenly withdraws huge amounts, then the bank should issue an alert.
The Supreme Court has expressed serious concerns about the rise in digital fraud, particularly digital arrest scams, and has directed the central government to develop a standard operating procedure to combat these crimes.
Paytm (One 97 Communications Ltd), India's full-stack merchant payments leader serving MSMEs and enterprises, has launched a fully redesigned version of its flagship app, integrating artificial intelligence-driven features to streamline and personalise everyday transactions for its users.
India and Israel have elevated their relationship to a special strategic partnership, focusing on enhanced cooperation in trade, technology, and defense, while also addressing regional peace initiatives.
The government is not seeking to control or restrict online content but rather to ensure transparency by requiring creators to label AI-generated content so that audiences can make informed choices, Electronics and IT Secretary S Krishnan said on Thursday.
To prevent the race for superintelligence from going off the rails, OpenAI recommends shared standards and insights from frontier labs, public oversight and accountability proportional to capabilities, building an AI-resilient ecosystem, and reporting and measurement by labs and governments on AI's impact.
This is the second-worst performance by the pack during this period over the last five years since CY20.
Magnus Carlsen didn't hide behind the veneer of niceties and asserted that he was here to win the FIDE World Rapid and Blitz Championship, and that fatherhood or the emergence of youngsters hadn't diminished his hunger for success.
Kwatra termed India's successful launch of an American communication satellite on Wednesday as a 'very important and big day' for partnership between Washington and New Delhi, saying it caps a series of achievements in 2025 in bilateral space cooperation between the countries.
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
Indore in Madhya Pradesh, Puducherry and Prakasam in Andhra Pradesh also witnessed a tense atmosphere amid confrontation between the party workers.
India and Central Asian nations agree to collaborate with Afghanistan on security challenges amid escalating tensions with Pakistan. The discussions took place at the third India-Central Asia meeting of top security officials in Bishkek.
The BJP protesters, carrying placards and raising slogans, slammed the Congress and its leader, Rahul Gandhi, calling them "traitors" for allegedly tarnishing the nation's image.
Amar Subramanya's appointment comes as John Giannandrea, Apple's senior vice-president for machine learning and AI Strategy, prepares to step down, transitioning to an advisory role before retiring in spring 2026.
MEA data show that the number of Indian students in the UAE in 2025 was 253,832, just behind the United States with 255,447 students, and Canada being on top at 427,085.
'Headcount expansion is more likely in revenue-linked and product-critical teams than in broad based hiring.'
Equity markets fell on Monday, with benchmark indices recording their worst session in over two months amid caution ahead of the US Federal Reserve's (Fed's) policy announcement and renewed uncertainty over the US-India trade deal. Sustained selling by foreign portfolio investors (FPIs) also weighed on sentiment.
Investment proposals for around Rs 1.88 trillion through 35 major agreements, spread across deep tech, green energy, and aerospace, were the hallmark moment of the first day of the two-day "Telangana Rising Global Summit", which started on Monday.
Finance Minister Nirmala Sitharaman launched a strong attack on Rahul Gandhi and the Congress party, accusing them of compromising India's interests on the world stage and selling out farmers and the poor during their time in power.
