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HARSH MADHUSUDAN GUPTA
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...- Zoho founder Sridhar Vembu shares story of honest Bengaluru driver, says people facing hardships act with 'such grace and dignity that I am in awe of them'A Bengaluru fund manager's lost wallet was returned by an honest Uber driver named Toguru, who tracked him down despite the manager not pic...
- AIF Tracker: Vivriti AMC, Northern Arc AMC record over 10% return in February 2025 for crorepati investorsIn February 2025, 13% of alternative investment funds (AIFs) reported positive returns, with Vivriti AMC and Northern Arc AMC among the top...
- ETMarkets PMS Talk: Markets in a correction, not a bear phase - Ionic Asset’s Harsh Madhusudan GuptaWhile tariffs have been worse than Trump's first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy an...
- Harsh Gupta Madhusudan on key indicators to monitor ahead of BudgetI think that there should be some more not exactly freebies or welfare, but something more attuned towards consumption and we were already ...
- Stage set for Modi 3.0; which sectors are likely to see growth?With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing thei...
- Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta MadhusudanChinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical a...
- 4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift CityHarsh Gupta Madhusudan analyzes the influence of FIIs on the Indian market and the evolving narrative regarding BJP's election chances. He ...
- Budget needs to offer growth impetus, says PM ModiIndia may have emerged as a bright spot in an otherwise turbulent global world but the government needs to provide new growth impulses in t...
- How Cyrus Mistry is planning to fix what isn't working at the Tata GroupCyrus Mistry spent much of the first year as chief of the 92-co Tata group creating fresh foundation and figuring out what’s working and wh...
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