'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.'
Exporters of gems and jewellery have said the free-trade agreement (FTA) has brought relief to their sector because this opens up the world's second-largest market and brings them on a par with China and Thailand, which face zero tariffs on shipments to Europe.
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
With TDP and YSRCP trying to score political points, the sacred laddu may well create a storm in days to come.
The finance minister said that consolidation of state-owned banks could proceed at any time without waiting for the recommendations of the proposed high-level committee on banking.
'India is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
'Uncertainty level A in the morning, uncertainty level B in the afternoon. If I answer about tariff rates now, I'll be outdated by the evening.'
'The problem is not just slower growth, but also the quality of growth.'
'When young doctors see limited protection, unpredictable careers and an absence of institutional support, they hesitate.'
'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.'
Speculation about rising competition from global majors has led to shares of major Indian automobile manufacturers such as Mahindra & Mahindra (M&M), Maruti Suzuki India, and Tata Motors taking a hit on the BSE.
'LIC will reduce but not fully exit its stake in IDBI Bank, which remains an important bancassurance partner,' says LIC of India' MD and CEO R Doraiswamy.
'The people of Bangladesh have voted for a party that represents political interest.'
'It is a pro-Liberation party and it believes in the spirit of 1971, as opposed to the Jamaat-e-Islami, which was opposed to the Liberation struggle of Bangladesh in 1971.'
Building on last year's clearance of 172K cases, I-T department is pushing for faster appeal disposals, penalty reforms and system-driven processes to curb litigation and boost tax certainty.
'Among corporates, about 60% of income is now reported under the new tax regime.'
'Mark had such a profound understanding of India, which was, of course, the land of his birth as well as of his death... He loved India, and lived two-thirds of his life here.'
Sebi is working with other regulators to expand the CAS framework.
Makers of spirits, beer, and wine are working to identify new markets of growth as two of the industry's biggest liquor markets, Maharashtra and Telangana, remain embroiled in taxation and payment issues.
'Despite a challenging FMCG environment, ITC Foods has grown at or above the industry rate.'
'We have tags of state animals and birds. However, the invisible world of microbes is doing a lot of things for us in nature, not just for human beings but for the entire life.'
'Today, we are at a stage where we have launched a voice-to-voice model that supports 14 Indian languages.'
'The real question is how best to leverage technology to deliver better services, all the way to the last mile, where we still haven't been able to get across the financial literacy that can enable us to unlock the potential of the entire country.'
There were 18 exits from the index between 1995 and 2000. The pace has since dropped to single-digit exits over every five-year period.
'Credit growth in India remains in double digits, even though corporate borrowing is subdued.' 'Corporate credit is weak because companies are cash-rich and cautious amid global uncertainty.'
'In the last one year, we have added more than Rs 1.7 trillion, and we are on track.'
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
At present, e-mobike penetration in India is close to negligible, unlike the scooter segment, where electric scooters account for nearly 20 per cent of sales.
Marico has entered into a definitive agreement with PVR INOX to buy its 93.27 per cent stake in Zea Maize Private Limited (ZMPL), which owns the gourmet popcorn brand 4700BC, in an all-cash transaction worth Rs 226.8 crore.
'After Saiyaara, a lot of confidence has come in. Hindi is now looking good, especially with Dhurandhar 2 expected in March.'
Mahindra and Mahindra (M&M) recorded the sharpest acceleration among large players, with EV retail jumping to 33,513 units from 7,139 units, an almost 5-fold jump, aided by strong demand for new launches.
GSM, which is potentially eyeing a Hong Kong listing and was recently valued at $20 billion, operates on a distinct model -- it owns the e-taxis and employs the drivers, while also supplying cars to independent drivers or fleet operators.
'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
HCLTech expects its recent large acquisitions to contribute about 1.5 per cent to revenue in 2026-27 (FY27), Chief Executive Officer and Managing Director C Vijayakumar said, as the company looks to build newer revenue streams in a subdued macroeconomic environment.
The new beer's rollout has begun in Rajasthan. Under a phased expansion strategy, Karnataka is expected to follow, with more states to be added based on early response.
Sunil Bharti Mittal-led conglomerate Bharti Enterprises and private equity firm Warburg Pincus will collectively acquire a 49 per cent stake in Haier Appliances India, the local unit of China's Shandong-based Haier group, for an undisclosed amount. The transaction, according to industry sources, values the company at about 15,000 crore.
The aggregate net worth of the country's 176 dollar billionaires dropped to $984.2 billion during 2025, down from a record $1,036.2 billion at the end of December 2024.
Moving beyond digital payments, the National Payments Corporation of India (NPCI), the operator of Unified Payments Interface, is planning to add more muscle to the country's digital infrastructure by setting up a fourth subsidiary, NPCI Tech Solutions Ltd (NTSL).
'As long as apps show impossible delivery times, delivery and packaging workers will be pressured to meet unsafe, unhealthy standards.'
India has gained the least since Russia invaded Ukraine in February 2022 and was penalised the most, while the US, China and the European Union emerged as the biggest beneficiaries from the war.
'Economic activity appears to have peaked in the second quarter of FY26, with industrial output, exports, and business confidence all softening from October 2025.'
