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BUSINESS CYCLE CONTRACTION
US AI infra demand driving Zetwerk’s order book growth: CEO Amrit AcharyaAcharya added that the perception that India has been missing from the AI infrastructure supply chain had weighed on sentiment towards the ...- Charting the Global Economy: Sentiment among US consumers wanesAs consumer sentiment declines in the US and Japan experiences weakening household spending, Europe faces challenges with rising bond yield...
- Trump's bid to curb techies may end up benefiting IndiaTrump’s tightening of H-1B and PERM rules could hurt Indian IT companies in the short term but may also accelerate the shift of more US tec...
- Food firms scramble for experienced safety professionals as demand soarsIndia's food industry is currently experiencing a significant shortage of experienced food-safety professionals. Employers have reported a ...
- Ukraine faces a shortage of troops to relieve tired fighters at the frontUkraine is struggling with a shortage of combat-ready troops as the war with Russia enters its fifth year. While Ukraine has advanced drone...
- Building the route to India: Russian oil and mineral water producers expand overseasEcooil and Akva-Kristall are strategically enhancing export ties with Indian buyers. Leveraging their strong infrastructure for production,...
- When nothing is cheap, winners may come from any corner: 19 stocks with downside to upside potential of -28% to plus 22%Because each pharma company took a different road, they no longer rise and fall together. Where any one of them stands in 10 years depends ...
- The economics of India's biggest export industry goes topsy-turvyIndia’s $315-billion IT industry faces a structural shift as AI boosts productivity but puts pressure on pricing, revenue and entry-level h...
- AI deals seen driving medium-term growth as Indian IT sector faces muted Q2: ReportIndia's IT services sector is likely to see muted performance in the second quarter of FY27, but increasing traction in artificial intellig...
- Small-business lenders’ growth cools in FY26 amid credit headwindsIndifi’s revenue and loan book remained broadly flat, NeoGrowth’s assets under management (AUM) declined 21.5%, and Lendingkart’s fell 74%....
- IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focusResearch advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with li...
- Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...
- IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...
- Nifty valuations near post-Covid lows. Alchemy Capital’s Alok Agarwal explains what investors should buy nowNifty valuations have reset sharply from 2024 levels and are now near post-Covid lows, says Alchemy Capital’s Alok Agarwal. He sees the nex...
- Ashok Leyland just had a record June quarter. So why did the margin fall a full point?Ashok Leyland's June-quarter has an unusual contradiction. The company sold 48,763 commercial vehicles, its highest-ever first-quarter volu...
- L&T arm executes twin contracts to develop Latifa Bint Hamdan Corridor in DubaiLarsen & Toubro Limited has secured twin contracts from Dubai’s Roads and Transport Authority for infrastructure development. The first con...
- India’s new services speedometer flashes green across 17 sectorsIndex of Services Production: In July, India's services sector experienced significant growth, with 17 of 19 sub-sectors reporting year-on-...
- India’s healthcare AI opportunity could become the next big investment storyThe digital rails are ready. India now needs patient capital and founders ambitious enough to build on them.
- ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most ...
- ETMarkets Smart Talk| How to find India’s next multibaggers? Pritam Deuskar explains his GIANTS frameworkTo achieve successful long-term investments, investors should target companies with a competitive edge. Pritam Deuskar introduces the GIANT...
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