'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.'
What we are watching is something different: A fog manufactured and maintained by the people who started the war, so that the question of why it was started never has to be answered, observes Prem Panicker in his must read blog on the war in the Middle East.
'The problem is not just slower growth, but also the quality of growth.'
Police on Tuesday arrested the director of a real estate group in connection with the death of a 27-year-old software engineer, whose car had plunged into a water-filled pit at a construction site in Noida's Sector 150, officials said.
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.
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 and Russia are expected to unveil a major nuclear energy partnership during Vladimir Putin's visit, potentially involving Russian small modular reactors and expanded cooperation as India pushes toward its 100-GW nuclear goal by 2047.
Macroeconomic data announcements, global trends and trading activity of foreign investors would be major driving factors for market movement this week, analysts said. Unabated capital infusion by domestic institutional investors have supported the positive trend in the stock market last week, traders said.
Overlap refers to the same stocks appearing across fund portfolios.
New Delhi will substantially reduce tariffs on industrial and agricultural goods while continuing to protect sensitive sectors. Tariffs on some agricultural products that are not traditionally considered sensitive will be brought down to zero, while in the case of relatively sensitive items, duties will be reduced in a graded manner and quotas will be imposed.
'China's basic purpose of taking the Shaksgam Valley was access to the Indian Ocean.'
'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.'
Global risks include a potential delay in the US-India trade agreement, the possibility of a sharp correction in US equity markets, and renewed geopolitical tensions.
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.
Equipped with torpedoes and anti-submarine rockets, the first of the Mahe-class anti-submarine warfare shallow water craft (ASW SWC) was delivered to the Navy on October 23.
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.
'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.'
The Indian government has introduced a bill to overhaul the civil nuclear sector, allowing private participation and establishing a new liability regime. The SHANTI Bill, 2025, aims to repeal existing acts and address industry concerns.
President Droupadi Murmu undertook a sortie onboard the Indian Navy's INS Vaghsheer, highlighting the nation's naval capabilities and commitment to maritime security.
'I don't see how a company like OpenAI can honestly expect to generate revenue significant enough to maintain its spending habits via John and Jane Q. Public,' points out Sree Sreenivasan.
The home portfolio of Bihar, which Chief Minister Nitish Kumar kept with himself all through his nearly 20-year-long tenure, has been given to his deputy, BJP leader Samrat Chowdhury, this time, according to an official notification issued on Friday.
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
The Bill is likely to pave the way for amending two existing legislations -- the Atomic Energy Act 1962, and the Civil Liability for Nuclear Damage Act 2010.
Asia takes the lead, boasting four Indian cities on the list, according to the 2024 Savills Growth Hubs Index.
Over 50 per cent, or 660 stocks, from the BSE 1000 index recorded negative returns during CY25.
The Lokapriya Gopinath Bardoloi International Airport in Guwahati has inaugurated a new nature-themed terminal building, designed to handle 13.1 million passengers per year and serve as a key aviation hub for the northeast and a gateway to Southeast Asia.
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.
'We serve more than 1.2 billion trips annually and have over 1.5 million active earners each month using the platform.'
'Don't look at Russia only as a place to earn quickly and then leave.' 'Try to build experience in serious companies, skills and certifications that will serve you anywhere in the world.'
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
As we brace for unprecedented rates of urbanisation, it is crucial to ensure that illegal constructions and unauthorised land use are curbed, asserts Amit Kapoor.
Extending its nuclear power plant supply relationship with India to the non-nuclear sector, Russia's integrated atomic power major Rosatom State Corporation is in talks for a 50:50 additive technology joint venture.
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.
Following a recent earthquake in Bangladesh that caused casualties and damage, experts are warning the government to take immediate action to prepare for a potentially much larger and more devastating seismic event. They cite the country's vulnerability due to its location on major tectonic plates and the prevalence of unsafe buildings.
'We are expecting investment, public and private, of around Rs 40 trillion by 2029.'
'It doesn't matter where you come from or what college you studied in. None of it defines your future. Just don't give up.'
The Royal Swedish Academy of Sciences announced on Monday that it has decided to award the Nobel Prize in Economics 2025 to Joel Mokyr, Philippe Aghion, and Peter Howitt "for having explained innovation-driven economic growth." The 2025 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel goes to the trio, with one half awarded to Mokyr "for having identified the prerequisites for sustained growth through technological progress" and the other half jointly to Aghion and Howitt "for the theory of sustained growth through creative destruction."
India and the US have signed a framework agreement for defence cooperation for the next 10 years, enhancing their partnership and aiming for regional stability.
A Hyderabad-based deep-tech startup, Simpliforge Creations, has built the world's first on-site 3D-printed bunker in Leh for military use with the help of the Indian Institute of Technology Hyderabad. The project, called "Prabal," is a significant advancement in construction technology, allowing for the rapid deployment of military infrastructure in remote and challenging environments.
LG Electronics India saw its net profit decline by 27.3 per cent due to margin pressures witnessed in the second quarter. Its net sales in the quarter marginally rose 0.9 per cent to Rs 6,170.4 crore in the July-September quarter.
