The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
The Nifty 50 index could rise around 24 per cent from current levels to 32,032 by December 2026 in a bull-case scenario, Kotak Securities said in a recent note. "We value Nifty at a 10 per cent premium (at 22x) to the 10-year average price-to-earnings of 20x on 2027-28 estimated (E) earnings per share (EPS) of Rs 1,456, and arrive at a December 2026 Nifty target of 32,032," the analysts wrote.
Hindustan Unilever (HUL) has topped the Perpetual Capital Hurun India Impact 50 - 2026 list with 53.9 points (on the scale of 0-100), reflecting a strong performance across key sustainable development goals (SDGs), including climate, water, circularity, gender and biodiversity.
The 2026-27 Budget, seeking to harmonise the government's imperative to grant certainty while ensuring a rational tax policy, had several notable announcements to usher in halcyon days, says Mukesh Butani.
India and the European Union have finalized a comprehensive mobility pact that will create new opportunities for Indian students and professionals in Europe. The agreement was reached during summit talks between Prime Minister Narendra Modi and top EU officials.
The question is no longer whether the war will expand. It has. The next few days will tell us whether the war stabilises around Hormuz or whether the Strait itself becomes the trigger for a far larger rupture. What to watch for over the next 48 hours is simple: Any move by the US toward direct naval control of the Strait; any credible Iranian attempt to disrupt or mine shipping lanes and, critically, whether energy infrastructure in the Gulf continues to be targeted.If those lines are crossed in tandem, the war will no longer be containable within the region.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
The artificial intelligence (AI) ecosystem is opaque and needs to be made transparent and accountable, said Competition Commission of India's (CCI) Chairperson Ravneet Kaur at the Business Standard Manthan Summit on Wednesday.
Trump may strike. He may announce productive talks and extend again. He may do both at the same time. Iran will not open the Strait on someone else's terms, so no matter what happens, that problem will remain unsolved. And the IRGC will still be collecting its $2 million toll from every ship bold enough to ask permission to pass.
Among the Sensex shares, Infosys, Tata Motors, Axis Bank, Adani Ports, Mahindra & Mahindra, HDFC Bank, Larsen & Toubro, Tata Steel, BEL and Power Grid were among the lead gainers. Kotak Mahindra Bank, ICICI Bank, Bharti Airtel, Asian Paints, Bajaj Finserv, and Titan were the among the laggards.
Taming the animal called AI in its many avatars will clearly remain a work in progress.
'What the government is doing would be a drop in the ocean. It has to be matched by investments by industry.'
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.
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.
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 additional Rafales will be from a vastly improved version compared to the 36 acquired for the IAF under the 2016 deal.'
The US has replaced random H-1B selection with a wage-weighted lottery and a new $100,000 fee for applications, raising uncertainty for students and junior hires.
The move follows a quiet visit by National Security Advisor Ajit Kumar Doval to the Vikram Sarabhai Space Centre in Thiruvananthapuram.
US lawmakers have urged President Donald Trump to reconsider his proclamation on H1-B visas, including the USD 100,000 fee, asserting that Indian nationals are central to American leadership in IT and AI, and the restrictions will negatively impact US-India ties.
'Companies will need to revisit compensation structures, contracts, staffing models, and human resources system.'
The average Indian worker must labour for an extraordinary 160 full working days to afford Apple's latest iPhone 17 Pro.
Sarvam's LLM will have more than 17 trillion tokens with 17 to 20 per cent coming from Indian data
Indian information technology (IT) services companies reported lacklustre growth in the second quarter, at a time when the macroeconomic environment did not deteriorate further. HCLTech emerged the best performer among India's top six IT services firms with a constant-currency growth rate of 4.6 per cent, even though uncertainties continued to persist.
HCLTech reported flat net income of Rs 4,235 crore in the second quarter of 2025-26 (Q2FY26) compared to last year, even as its revenue was up 10.7 per cent to Rs 31,492 crore helped by financial services and technology business verticals.
The services sector employs 188 million people but remains highly informal, trapping most workers in low-wage jobs without social protection.
This is the first Budget in my memory of Budgets over the last half a century which has embraced upfront, enthusiastically and emphatically, technology, modernity and fiscal sobriety, notes Shreekant Sambrani.
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
Betting big on India's AI potential, Google CEO Sundar Pichai on Wednesday announced new subsea cable routes to boost AI connectivity between India and the US, alongside major skilling initiatives, including training 20 million public servants and supporting 11 million students
Bhagwat said India's concept of 'rashtra' is ancient, organic and fundamentally different from the Western idea of a nation.
These upcoming launches carry added significance in light of setbacks suffered in recent years.
'Artificial Intelligence-assisted surgery is expected to shape the future of operating theatres in India.'
Over 50 per cent, or 660 stocks, from the BSE 1000 index recorded negative returns during CY25.
Army Chief General Upendra Dwivedi emphasized the importance of indigenous equipment for the Indian Army, highlighting the force's modernization efforts and readiness for future warfare.
The application process for Graduate Aptitude Test in Engineering (GATE) 2026 will begin on August 25.
Around 100 artistes heralded the parade, on the theme 'Vividata Mein Ekta (Unity in Diversity) that featured a grand presentation of musical instruments, demonstrating the nation's unity and rich cultural diversity.
The Indian Institute of Technology, Delhi, is inviting applications for its newly launched executive programme in brand management.
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.
'It is good to have the H1-B visa option but if tomorrow things happen to change, it is not the end of the world situation.'
'We want quality... you have to be very good in your application and then only the university will accept it.'
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
