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AI DISLOCATION SCALE
AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
360 ONE's Mayur Patel spots opportunities in 4 sectors for your FY27 portfolioMayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar...
Google announces $30 million science fund; new subsea connectivity initiativeAlphabet and Google chief executive Sundar Pichai on Wednesday outlined an expansive vision for India’s artificial intelligence future, unv...
Infosys, Wipro, other IT stocks in focus after massive wipeout in 8 sessions. What’s JPMorgan saying?Wipro and Infosys IT stocks are in focus after a rebound. A recent sell-off wiped out significant market value. Concerns arose from AI tool...
TCS shares crash 44% from peak to hit over 5-year low. More pain left for IT bellwether?Tata Consultancy Services (TCS) shares plummeted to a five-and-a-half-year low amid fears of AI-led disruption, with its market capitalizat...
Europe's STOXX 600 rebounds in broad based gains; Stellantis plunge drags auto stocksEurope's benchmark share index rebounded on Friday, with the STOXX 600 up 0.9% as investors digested mixed corporate earnings. Stellantis p...
Deja vu at Davos: Is the world seeing the 1920s again?The insights from the World Economic Forum reveal that we are living in a time that could echo the vibrant but tumultuous decade of the 192...
'India a compelling growth story, global clients expanding here'India is seen by Bank of America as a pivotal market for expansion, given its remarkable economic dynamism and captivating story on the glo...
The Great Divide: When the mood overtakes the mathIndian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment...
A zombie economy could be America’s futureThe US economy faces challenges from rising interest rates and AI disruption, prompting calls for policies to artificially lower long-term ...
Pahalgam terror attack triggers airline surge pricing: Why India needs regulation to curb crisis profiteeringFollowing the Pahalgam attack, Srinagar flight prices surged. This raised concerns about unfair pricing. The DGCA intervened, but many trav...
Work 3.5 days a week to become a reality soon? JPMorgan Chase CEO Jamie Dimon envisions a futureJPMorgan Chase CEO Jamie Dimon has envisioned a future where working 3.5 days a week and living to 100 years will become a reality soon, th...
Where does this FII find scope for 15% CAGR in earnings for next 3-4 years?Vikas Pershad and Deepika Mundra from M&G Investments outline their investment strategies, focusing on sectors such as auto ancillaries, EM...
Headcount down, It's not final countdownInfosys and TCS reported headcount declines in 2023-24 due to automation. Indian IT workers face challenges negotiating salaries with gener...
AI-first strategy working for Infosys despite unresolved ethical, IPR issues: Nandan NilekaniNandan Nilekani said the company can be more efficient while nurturing readiness for growth, given its performance in challenging scenarios...
RIL 44th AGM: Here's the full text of Mukesh Ambani's speech"The age of fossil fuels, which powered economic growth globally for nearly three centuries, cannot continue much longer. The huge quantiti...
Rahul Bhasin on how Covid could prove to be a game-changer for IT‘A lot of investments in new tech cos that we made are much smaller than our typical investments.’