HSBC expects global investors to rotate from crowded AI trades toward broader opportunities, positioning India as a key beneficiary. With improving valuations, under-ownership, and earnings recovery ahead, India may outperform China in 2026 as foreign inflows potentially accelerateRead More
The dollar index held above the 100-handle, while Asian currencies were down between 0.1% and 0.3% as traders scaled back wagers on a U.S. rate cut next month.Read More
India may benefit as the global AI trade cools, says Kotak AMC MD Nilesh Shah. He explains why FPI flows could return, how dollar weakness, US tariff uncertainty and Fed policy shifts may impact markets, and why FY27 is likely to be the breakout year for earnings. Shah also outlines key reforms and government priorities to support growth.Read More
Tilaknagar Industries strengthened its capital base by allotting equity shares to Singularity Equity Fund as it accelerates expansion beyond brandy, launches a premium pure malt whisky, and prepares to acquire Imperial Blue to deepen its presence in India’s growing spirits market.Read More
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