India needs to increase the investment rate to 34-35 per cent from 31-32 per cent currently to achieve a growth rate of 7 per cent and above, said S Mahendra Dev, chairman, economic advisory council (EAC) to the Prime Minister, on Wednesday.
'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.'
Reliance Industries (RIL) has been distilling its investment strategy to meet new goals. The share of the new energy vertical - its key focus area - accounts for more than a fourth (26 per cent) of the total war chest of $6.4 billion, ploughed into acquisitions and picking up stake from 2018 to date, reveals the latest Morgan Stanley data. Nearly half the incremental investments made on deals by RIL between August 2020 and September this year ($3.3 billion) has been spent on new energy - acquiring global companies with technology and expertise.
The country's largest IT services company TCS on Thursday announced a tie-up with private equity major TPG for its upcoming data centre business, in which both the partners aim to invest Rs 18,000 crore. TPG will invest $1 billion or around Rs 8,870 crore in the AI data centre business christened as 'Hypervault', and hold a stake between 27.5-49 per cent in the venture.
During this Ramzan, another religious practice was turned into an offence: Breaking the fast, or iftar.
'For the initial decade, I consistently advise young professionals to prioritise career development and income growth rather than market analysis.'
'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.'
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
The government on Friday received financial bids for the strategic disinvestment of IDBI Bank, the Department of Investment and Public Asset Management (Dipam) said in an official statement on X.
'The problem is not just slower growth, but also the quality of growth.'
In the Indo-Pacific's new era -- where perception shapes reality faster than treaties -- the real entrapment is not of China or the United States. It is the test Japan has set for itself -- and whether partners like India, acting as balancers rather than accelerants, can help ensure that the story ends in stability, points out Varun Arya.
Highlights of the Economic Survey 2025-26
This year's Economic Survey and the Union Budget were more closely followed for more reasons than one.
While methods such as generative user awareness remain among the most efficient and low-cost mechanisms for preventing cybersecurity incidents, they are becoming less effective as attacks become more sophisticated.
Success percentage rates of some of these toughest exams in the world is in single digits
The policy unveiled by the home ministry is based on seven key pillars to counter the terror threats emanating from India or abroad -- prevention, responses, aggregating internal capacities, human rights and "Rule of Law"-based processes.
'In the last one year, we have added more than Rs 1.7 trillion, and we are on track.'
If they act now, they can reshape the strategic map of Asia without firing a shot. If they wait, the next opportunity will come only after a serious Taiwan Strait incident -- by which time the price will be far higher, and the room for boldness far smaller -- the opportunity may well be lost by then. The question is no longer whether this can or should be done, points out Varun Arya.
Two dedicated freight corridors -- Eastern and Western -- are in operation covering several states and districts.
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.
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
The Budget emerges as a measured, credible and forward-looking policy document that reinforces India's commitment to remaining a stable, reform-oriented economy amid an increasingly fragmented global landscape, says A Balasubramanian.
'India is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
Cognizant reported a significant increase in net income for the December quarter, driven by AI efficiencies and strong performance in the financial services sector. The company also announced a major deal and provided guidance for the upcoming year.
Flexicap fund performance depends heavily on the fund manager's decisions.
Six months after its India debut, the Vietnamese automaker has overtaken established players such as Hyundai Motor, BMW, Kia, and Chinese EV major BYD.
Benchmark equity indices Sensex and Nifty extended their gains for the second straight session on Monday, driven by optimism over the India-US trade deal and robust buying in public sector banks, consumer durables, and realty stocks.
The ultra-rich invest differently -- embracing growth, compounding, and long-term clarity to build wealth with purpose and discipline, explains Ramalingam Kalirajan.
Concerns have emerged about the impact of AI adoption on young workers, particularly those seeking their first job in high-skilled occupations.
The proposals outlined in Budget 2026-27 represent a carefully crafted, multi-year strategy designed to strengthen India's big bets on the path to Viksit Bharat 2047, says Sameer Gupta.
India is already a heavyweight in global farm trade in pockets such as rice exports, but experts are urging a pivot from a subsidy- and procurement-driven mindset to a productivity and nutrition strategy that still shields farmers from volatility.
When everyone has footage and no one can verify it, the loudest voice wins, notes Prem Panicker who begins a daily blog on the War in the Middle East.
Government schemes such as the PM E-Drive initiative, with allocations of around Rs 2,000 crore for charging points deployment, are helping accelerate rollout
India has been on an FTA-signing spree of late. Since 2021, it has signed eight trade agreements, three of which -- with the UK, Oman and New Zealand -- were finalised in 2025 alone.
Prime Minister Narendra Modi stayed calm, avoided public confrontation, and focused on India's long-term interests to steady ties with the United States.
The idea of back-loading the target of fiscal consolidation is perhaps guided by the government's desire to be prepared for any adverse developments in the coming year, points out A K Bhattacharya.
Following Pakistan's defeat to India in a T20 World Cup match, former players are calling for significant changes in the team, including the removal of Babar Azam and other senior players.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
'Global uncertainty is something which definitely occupies the minds of officials when we are preparing for the Budget.'
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