Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
The sovereign AI park will be a first-of-its-kind, purpose-built district in India, integrating AI compute infrastructure, secure data frameworks, model research labs, and AI innovation clusters, along with a dedicated institute for AI in governance.
Digipin promises to revolutionise location-based services in India with safeguards.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
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.
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.
Microsoft CEO Satya Nadella on Tuesday announced plans to invest $17.5 billion in India to help build infrastructure and sovereign capabilities for the country's AI-first future, marking the third major AI-driven investment in the country in the past two months. Microsoft said that the $17.5 billion (around Rs 1.58 lakh crore) investment builds on the $3 billion (around Rs 26,955 crore) funding announced earlier this year, which the company is on track to spend by the end of CY (calendar year) 2026.
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
For MSMEs the transition could mean higher wage bills and tougher compliance -- unless strong handholding follows reports Auhona Mukherjee.
The government on Sunday gave a strong push to upgradation and expansion of healthcare infrastructure, medical education and pharma sector with the Union Budget 2026-27 announcing a slew of steps, including those aimed at making India a global hub for allied healthcare professionals and biopharma manufacturing.
To digitise Customs processes, the Union finance ministry is planning to integrate the Indian Customs Electronic Gateway (ICEGATE), Risk Management System (RMS), and Indian Customs Electronic Data Interchange System (ICES) into a single unified national Customs platform, according to government sources.
'Maybe he was wrong, but they believed he genuinely meant what he said.'
Across all sectors, the future of work depends on adaptability.
Sebi Chairman Tuhin Kanta Pandey announced intensified surveillance and technology-driven enforcement to combat pre-investment scams targeting retail investors, who are increasingly being lured by fake trading apps and promises of high returns.
Over the years, India-EU ties have grown, and covered trade, investment, climate change, science and technology, space, digital, mobility, and connectivity.
The outcome of the investigations essentially formed the basis for the Department of Telecommunications (DoT) to issue a sweeping directive on November 28 last year, mandating that app-based communication services like WhatsApp, Telegram and Signal must be continuously linked to an active, physical SIM card within the device.
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.
The Union Budget backs skilling across animation, gaming and comics. But creators and studios confront a hard question: who owns what comes next?
Investors and startup executives are calling for extending the period for an entity to be recognised as a startup from 10 to 15 years for deep-tech companies.
Business confidence in India Inc rose to a five-quarter high in December quarter of FY26, amid further reform expectations and steady domestic demand, a survey by industry body Confederation of Indian Industry (CII) showed. The CII Business Confidence Index (BCI) rose for the third consecutive quarter to 66.5 in the December quarter from 66 in the preceding September quarter.
Tata Motors' commercial-vehicle (CV) business reported a 48 per cent year-on-year decline in net profit to Rs 705 crore in Q3FY26, even as profit before tax (PBT) rose 65 per cent to Rs 2,568 crore.
The CBI has filed a chargesheet against 17 people, including four Chinese nationals, and 58 companies for their alleged roles in a transnational cyber fraud network that siphoned off over Rs 1,000 crore.
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
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.
Fraud reported by banks declined in 2024-2025 to 23,953 as compared to 36,060 in the previous year though the amount involved jumped to Rs 36,014 crore from Rs 12,230 crore.
The Union Cabinet, meeting at the new PMO complex 'Seva Teerth', resolved to prioritize citizen empowerment and service in all its decisions, guided by the principle of 'Nagrik Devo Bhava'.
Bharti Airtel reported a significant drop in consolidated net profit for the third quarter ended December 2025, citing increased network operating costs and statutory fees.
The amount involved in banking system frauds surged to Rs 21,515 crore in the first half of FY26, up 30 per cent from the same period last year, even as the number of frauds fell 2.8 times to 5,092.
In a world fractured by uncertainty, India stands out for its policy consistency, paired with sustained ambition, points out Pritam Banerjee.
A bill to repeal the MGNREGA and introduce a new rural employment law, the Viksit Bharat Guarantee for Rozgar and Ajeevika Mission (Gramin), has been circulated among Lok Sabha members.
President Droupadi Murmu addressed the nation on the eve of Republic Day, emphasising India's role in promoting peace, the empowerment of women, and the country's economic growth.
Google plans to invest $15 billion over the next five years in setting an artificial intelligence hub in Visakhapatnam, a senior official of the company said on Tuesday.
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.
External Affairs Minister S Jaishankar conveyed a strong message to his Polish counterpart Radoslaw Sikorski regarding terrorism and the Ukraine conflict, emphasizing the need for zero-tolerance towards terrorism and criticizing the selective targeting of India.
Adani Group said on Friday it will invest around Rs 1 trillion in various sectors of Andhra Pradesh over the next ten years, deepening its commitment in the state where it will partner with Google for an artificial intelligence (AI) hub in Visakhapatnam.
'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.'
'We have created massive infrastructure in the past six years.'
While gold continues to provide safety after its strong 2025 rally, well-chosen real estate investments held with a long-term view remain attractive.
'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.
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
