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India’s IT Bellwether TCS Paints An AI Future Its Books Don't Show
TCS’s chairman N Chandrasekaran told the 31st AGM that AI is the biggest opportunity in TCS’s history, no downsizing is planned, and all revenue will be AI-linked by 2030. The annual report says otherwise on every count.
Foreign Portfolio Investors Are Returning To Indian Markets
Foreign investors are returning and more specifically to Indian financial stocks with the sector drawing its biggest fortnightly inflows in 14 months
Honda Bets On Imports And SUVs To Rebuild Its India Presence
The move reflects Honda’s broader push to revive its position in India through a two-pronged strategy of bringing back premium global models while building a pipeline of mass-market SUVs and electric vehicles for the domestic market.
All Eyes On Q1 Results
Foreign portfolio investors have begun buying again in small numbers
Mumbai Chases Vanity Projects While Basic Infrastructure Kills
As the monsoon season arrives, predictably intense, though somehow always treated as a surprise by city officials, Mumbai is once again buckling under the weight of misplaced priorities.
Markets Set For Firmer Week Ahead
Indications do suggest that foreign portfolio investors have slowed their selling
Nippon Paint India MD on India's Paint Rush Despite 20 Years of Flat Prices
In this episode of The Core Report, Nippon Paint India's MD Sharad Malhotra talks about why per capita paint consumption is a quarter of the developed world, why prices haven't moved in 20 years even as painters' wages tripled, and why the company is racing from 7 factories to 15.
India's Exporters Need Quicker Approvals, Not More Gatekeepers
Delays in licences and authorisations matter more to exporters than limits on meetings with officials.
Can AI Be Your Therapist?
Or are we turning to technology to solve a deeply human problem?
Falling Oil Prices Lift Markets Again
The optimists in the market believe the second half of this year should see a pickup in earnings, even as foreign portfolio investors return marginally
India’s Private Capex Is Turning Out To Be An Adani-Ambani Show
In FY26, Adani and Reliance spent Rs 3.2 lakh crore between them. That is more than a quarter of all private investment in India, made by just two promoter-driven companies.
Adani And UltraTech’s Entry Raises Stakes for India’s Cable Makers
While industry incumbents aren’t panicking yet, the pricing freedom they’ve so far enjoyed could come under pressure.
