AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
10 Jun, 2026, 12.49 PM IST
We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
10 Jun, 2026, 11.39 AM IST
'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
10 Jun, 2026, 10.59 AM IST
"Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
09 Jun, 2026, 06.43 PM IST
India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
09 Jun, 2026, 05.29 PM IST
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
09 Jun, 2026, 02.07 PM IST
5-day BRICS meeting begins in Indore, to discuss global issues in agriculture sectorA significant five-day BRICS meeting has commenced in Indore. Officials are deliberating on crucial topics including food security, smart a...
09 Jun, 2026, 11.12 AM IST
BRICS+ agriculture beyond borders: Trade and resilience for a food-secure worldWith India’s leadership and BRICS+ cooperation, agriculture can become not only a source of food, but a foundation for resilience, prosperi...
09 Jun, 2026, 10.49 AM IST
Textile stocks to rally? Emkay sees sector at inflection point to regain lost glory, initiates 'Buy' call on 3 stocksIndia’s textile sector is nearing an inflection point and could regain lost global market share, according to Emkay Global. The brokerage i...
08 Jun, 2026, 12.51 PM IST
India can grow over 8% despite oil shocks, crude impact overblown in narrative: World Bank execIndia's economy shows strong growth, defying fears of oil price shocks. Neelkanth Mishra, World Bank Executive Director, states India is we...
07 Jun, 2026, 12.28 PM IST
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
03 Jun, 2026, 07.53 PM IST
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
03 Jun, 2026, 04.08 PM IST
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
03 Jun, 2026, 01.43 PM IST
EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
03 Jun, 2026, 07.16 AM IST
China adds data and AI to trade secret rules to block leaksEffective Monday, the Regulations on Trade Secret Protection mark the first time Chinese law protects such digital assets as proprietary se...
02 Jun, 2026, 09.21 AM IST
From lottery draws to fiscal spending, China broadens digital yuan footprintIn a series of measures, many revealed here for the first time, the People's Bank of China (PBOC) is giving banks policy incentives and beh...
30 May, 2026, 10.51 AM IST
India ranks 4th globally on AI performance; 5th in digital economy rankings: ReportIndia has surged to become the world's fifth most digitalised economy and ranks fourth in AI performance, a new report reveals. This positi...
29 May, 2026, 04.49 PM IST