Exclusive

Publication

Byline

India's AI dreams turning into data centre reality

mumbai, May 26 -- India's artificial intelligence (AI) ambitions are taking the shape of a digital warehouse boom. While semiconductor chips, models, and computing platforms capture most of the value ... Read More


India's AI dreams turning into data centre reality

mumbai, May 26 -- India's artificial intelligence (AI) ambitions are taking the shape of a digital warehouse boom. While semiconductor chips, models, and computing platforms capture most of the value ... Read More


India's Rs.12 trillion data centre gamble may not be enough

New Delhi, May 25 -- India's artificial intelligence (AI) ambitions are taking the shape of a digital warehouse boom. While semiconductor chips, models, and computing platforms capture most of the val... Read More


Why rising bond yields hurt PSU banks more in Q4

MUMBAI, May 14 -- Rising government bond yields hit banks' treasury income in the March quarter (Q4FY26), dragging down non-core earnings, especially at public sector lenders. Analysts now expect the ... Read More


Pulse of the Street: markets log modest weekly gains, but Iran tensions keep sentiment fragile

New Delhi, May 8 -- Renewed hostilities near the Strait of Hormuz sparked a choppy retreat in domestic equities, even as favourable state-election outcomes provided a brief cushion to markets this wee... Read More


Small, mid-caps may face headwinds after Apr rally

Mumbai, May 8 -- After a sharp rally last month, caution is creeping into small- and mid-cap stocks (Smids), with analysts warning that elevated valuations have left the segment vulnerable to even mod... Read More


Q4 earnings: Banks prop up profits for India Inc, mask pressure in consumer, IT

Mumbai, April 30 -- As the fourth quarter numbers of FY26 begin to trickle in, early trends point to headline profit resilience, largely driven by financials, particularly banks. Across non-financial ... Read More


NBFCs may reflect monsoon stress before it shows up elsewhere

New Delhi, April 28 -- India's weakest monsoon forecast in 26 years hasn't rattled Dalal Street much, raising the risk that investors are underpricing pockets of stress. The India Meteorological Depa... Read More


Weak monsoon sparks concern for rural-focused NBFCs

mumbai, April 28 -- India's weakest monsoon forecast in 26 years hasn't rattled Dalal Street much, raising the risk that investors are underpricing pockets of stress. The India Meteorological Departme... Read More


Pulse of the Street: Markets snap two-week winning streak, tumble on Iran, IT

New Delhi, April 24 -- Uncertainty around the US-Iran ceasefire and weak medium-term earnings guidance from IT majors sparked a sharp sell-off in domestic equities, even as other Asian markets present... Read More