There is record underperformance and under-ownership. Some of this is cyclical and will turn on its own. However, we also need to regain our growth credentials. For this, both the government and companies have a role to play, as do investors, points out Akash Prakash.
Budget 2026 is an intentional and ambitious one - From manufacturing growth to services supremacy, from technology consumption to AI-powered transformation. This is the blueprint for a $7 trillion economy built on intelligence, not just scale.
Infosys on Tuesday unveiled its AI First Value Framework, positioning itself to capture an estimated $300-400 billion incremental AI services opportunity by 2030, as global enterprises accelerate adoption of generative and agentic AI.
The Tata Group and TCS have announced a multi-dimensional partnership with OpenAI to build AI infrastructure, offer joint solutions, and train Indian youth, aiming to position India as a global AI hub.
Alliances fight wars effectively only when they share an endgame. If Israel acted without US knowledge, then the military alliance is operating without real coordination at the level of strategic targeting. Neither picture is reassuring in a war that is no longer regional in its consequences. Prem Panicker continues his must read daily blog on the Gulf War.
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.
India's retail inflation, which has stayed below the Reserve Bank of India's (RBI's) 4 per cent target in recent times, is likely to remain benign in the coming months, RBI Deputy Governor Poonam Gupta said in a speech, on Friday, which was uploaded on the central bank's website on Tuesday. Headline inflation dipped to multi-year lows of around 1.5-2.8 per cent in late 2025.
According to the Economic Survey 2026, the appropriate stance for 2026 is therefore one of strategic sobriety rather than defensive pessimism.
India's manufacturing sector experienced a significant growth spurt in February, reaching a four-month high driven by strong domestic demand, according to the HSBC India Manufacturing PMI.
When it comes to raising funds, women entrepreneurs receive a disproportionately small share.
Taking Kharg would give the US control over virtually all of Iran's oil exports and thus provide significant leverage, notes Prem Panicker in his must read daily blog on the Gulf War. It would also put American troops within range of Iran's remaining missiles, drones, and artillery on a piece of real estate that is just eight square miles in size, and just 15 miles from the Iranian mainland.
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.
The purge in Washington does not pause the war. Strikes continue, Hormuz remains closed, and Brent crude is still dancing around $109 a barrel. For India, the command chaos in the Pentagon is another layer of uncertainty piled on five weeks of conflict that was already straining every buffer Delhi has.
Google CEO Sundar Pichai highlighted the transformative potential of AI at the India AI Impact Summit, emphasizing its role in scientific discovery, economic development, and workforce evolution.
'India is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
A Lenovo study reveals that Indian enterprises are planning to increase their investments in Artificial Intelligence (AI) at a higher rate than other countries in the Asia-Pacific region.
Country's startups are carving a unique path by prioritising local, application-led innovation over the global pursuit of scale.
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.
West Indies legend Viv Richards praises India's dominance in white ball cricket and discusses his role as an envoy for the Commonwealth Heads of Government Meeting (CHOGM).
This year's Economic Survey and the Union Budget were more closely followed for more reasons than one.
Concerns have emerged about the impact of AI adoption on young workers, particularly those seeking their first job in high-skilled occupations.
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
Brokerages were divided on Bajaj Finance after its 2025-26 (FY26) third-quarter (October-December/ Q3) results, with a few raising targets on valuation comfort, while others flagged concerns over the credit cost trajectory.
The India Open retained its Super 750 status despite the organisational issues this year but the Syed Modi International was downgraded from Super 300 to Super 100 as the country saw its share of events reduced from four to two in the Badminton World Federation's revamped schedule announced on Monday.
Benchmark BSE Sensex fell 558 points on Thursday amid heavy selling in IT shares, as concerns over AI-led disruptions and waning hopes of a Fed rate cut after firm US economic data weighed on investor sentiment.
Sitharaman continues with the tradition she set in 2019, carrying the budget speech in a 'bahi-khata', which she used after dropping the briefcase tradition.
With demand for AI skills continuing to grow across India, a report on Wednesday showed that AI-related job postings increased to 11.7 per cent this September from 8.2 per cent in the same month a year ago. In September, 11.7 per cent of Indian job postings explicitly mentioned AI in their job descriptions, up from 10.6 per cent three months earlier and 8.2 per cent a year ago, global hiring platform Indeed said in a report.
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.
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.
China's latest defence budget surges to $275 billion, fueling its ambitious military modernisation program and intensifying geopolitical dynamics in the region.
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.
The recent correction suggests that while precious metals hedge geopolitical tension and inflation, they are not immune to sharp short-term corrections and profit-booking.
Reiterating Sitharaman's statement that this is a youth power budget, Modi emphasised that the provisions made in the budget will prepare leaders, innovators and creators across different sectors.
Gurugram has overtaken Mumbai to become India's biggest luxury housing market in 2025, recording 24,120 crore in sales of homes priced above 10 crore.
India's $280-billion IT industry heads into 2026, balancing visa-related headwinds and global trade uncertainty against its biggest-ever push into artificial intelligence and the rapid expansion of global capability centres (GCCs). Heightened scrutiny of the US H-1B visa programme - including a proposed $100,000 fee for new visas and concerns over a potential 25 per cent outsourcing tax - has complicated cross-border delivery for Indian firms, even as companies accelerate efforts to reduce reliance on onsite staffing.
'Don't let the world put you in a box. If the world tries to put you in a box, don't stay in it. Step out of it. And if you have to, burn that box completely,' says Siddhata Patil.
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.
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.
'The scale and depth of talent here plays a central role in core software product engineering for some of the biggest brands in tech.'
Guterres emphasised that global structures and institutions must reflect the complexity and the opportunity of the "new times and realities"
