With Nifty IT down 15% in a month and FCF yields at crisis levels, analysts ask: Is this a Kodak moment or a generational buying opportunity? The question haunting Dalal Street’s technology corner isn’t whether AI will disrupt Indian IT services. It’s whether the disruption has already been priced in — and then some. The … Read more
Uttar Pradesh is rolling out the welcome mat for alcohol manufacturers, and it could change the fortunes of two home grown brewers. When India’s largest state decides to roll out the welcome mat for alcohol manufacturers, investors would do well to pour themselves a drink and pay attention. Uttar Pradesh, a market of over 230 … Read more
The Nifty IT Index fell another 4 percent in morning trade Wednesday, closing at 33,583—a level that marks a deep 11 percent decline in CY2026 alone. What started as isolated selloffs around AI announcements has hardened into a sustained downtrend, its apparent, with each relief rally failing to reclaim lost ground. The chart tells an … Read more
How a routine AI product launch sparked global software stock panic, dragging India’s Nifty IT Index down 6 percent in its worst session since April The AI Tool That Crashed India’s IT Sector: What Actually Happened How a routine AI product launch sparked global software stock panic, dragging India’s Nifty IT Index down 6 percent … Read more
After months of battering by foreign outflows and tariff threats, Indian markets finally catch a break. Whether this lifeline from an unlikely ally can reverse the tide remains the billion-dollar question. The handshake heard around emerging markets came Monday night when Donald Trump announced a sweeping trade agreement with India that slashes tariffs from a … Read more
As mutual fund AUM hits Rs81 trillion and alternatives surge, Centrum sees industry doubling to $2.3 trillion by 2029 Indian households are abandoning physical assets it seems for financial markets at a pace that would have seemed impossible five years ago. Centrum’s latest research quantifies the shift: household financial assets stood at Rs319 trillion in … Read more
Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on the cusp of sealing a Free Trade Agreement that could reshape investment opportunities across multiple sectors, according to a new equity strategy note from Jefferies dated January 20, 2026. The deal, nearly two decades in … Read more