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AI SUBSTITUTION RISK
GenAI may replace up to 12% of India's non-farm jobs, says Goldman SachsGenerative AI could substitute twelve percent of Indian non-agricultural jobs. Forty-eight percent of jobs will likely be complemented by t...- Gen-AI to boost India's labour productivity by 0.4 percentage points annually over next decade: Goldman SachsOver the next decade, generative AI is poised to significantly enhance India's labour productivity, particularly in knowledge-driven sector...
- These large-, mid- and small-cap stocks can give more than 25% return in 1 year, according to analystsWhen will the US-Iran war end? No one can answer that with any certainty. But whenever it ends, the probability is that volatility will con...
- Energy shock vs AI boom: RBI should act as and when external shocks push domestic data in a direction, not until thenGlobal growth faces pressure from an energy shock and a tech boom. The energy shock stems from conflict, impacting oil prices and shipping ...
- Companies Are Laying Off Workers Because of AI’s Potential—Not Its PerformanceAI has been cited as a cause of layoffs, but is it actually displacing jobs? And if not, what’s going on? Based on a survey of 1,006 global...
- Elon Musk's biggest population warning just got a surprising response from ChinaChina introduced strict rules for AI chatbots, preventing emotional dependence. These regulations aim to protect users and encourage real-w...
- The New Oil? Why the world is chasing copperCopper has emerged as a strategic commodity powering the global shift towards clean energy, electric vehicles and digital infrastructure. W...
- Is Your Workplace Set Up for AI Agents?AI’s true productivity gains require redesigning organizations, not merely adding AI to human-centered systems—much like factories once had...
- ‘Nobody should be left alone with a strong drug and a printout’: After Ketto, Kunal Kapoor’s next healthcare betAfter helping families finance critical treatments through Ketto, Kunal Kapoor is now focused on preventing those medical emergencies befor...
- Can India govern AI it does not own? RBI’s model risk framework and its limitsRBI's new AI governance rules for banks place significant accountability on financial entities for all predictive models, including third-p...
- When Every Company Can Use the Same AI Models, Context Becomes a Competitive AdvantageWhen everyone has access to the same AI models, the same AI-enabled tools, and the same vendor ecosystem, organizational context becomes th...
- India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...
- India’s development ladder after AI: What comes next?India’s future prosperity may increasingly depend on empowering its smaller economic units to become more productive using AI.
- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
- No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- Anthropic’s Fable 5 takedown triggers India Inc push for AI self-relianceA US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology l...
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