Is India’s IT Sector at an Inflexion Point?
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Is India’s IT Sector at an Inflexion Point?
Billion-dollar bets on data centres, AI, and also layoffs from a legacy IT firm, tell us that it’s no longer just about scaling.
Low Inflation & India–US Mini Trade Deal: What Should Investors Focus On?
While India's inflation story is grabbing headlines, the mini US trade negotiations are also on the watchlist for investors. Read on.
Apollo Hospitals’ Restructuring Plan: A Prescription for India’s Pharma Industry?
Apollo Hospitals' restructuring can potentially bring innovation within the pharma space from a broader perspective.
EV Push Grows, but Auto Ancillaries Still Navigating Challenges
Auto ancillary firms closed FY25 in flux - rising EV bets at home, global weakness abroad, and margins all over the map.
India’s Chemicals Bet Isn’t Over, It’s Just Getting More Selective
Specialty chemical players saw a mixed Q4FY25 - margin strain, capex bets, and a pivot to high-value chemistries.
Is Rural India Powering the FMCG Comeback?
India’s FMCG sector ended FY25 with steady volumes, but margin stress and rural-urban divergence drove strategic resets.