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US firms accelerate GCC expansion in India; centres rise 45%, 2026 outlook strong

Industry estimates point to a further 75-80% outlook in GCC additions as companies deepen their offshore capabilities in India.

The AI boom is not a bubble

Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality

Coforge’s Encora deal: A big, bold acquisition, but is it an astute bet?

AI-led engineering, Data and cloud services are likely to deliver $2 billion revenue in FY27 for the combined entity, out of a total revenue of $2.5 billion

OPINION | Trump trade policy in 2025 didn’t work as it ignored Economics 101

The US President’s ‘Liberation Day’ tariff announcement has seen a partial rollback to mitigate domestic political repercussions. Moreover, neither China nor India gave in under pressure

Eastern Window | Japan, South Korea enter arms race, threatening stability in North Asia

Countries in North Asia like China, Japan, South Korea, and North Korea are engaged in an intense arms race with efforts to acquire nuclear weapons. Such moves amid US-China rival may threaten the stability of the region

Fixed Income 2026: Navigating India's post-rate cut landscape

Benign monetary policy may be at its end and fixed income investors must take note

Who does the market reward? Five pointers for the patient investor

Successful investing is not just about finding the right stocks or mutual fund schemes. It is also about having the right mix of understanding and behaviour

Power sector’s growth tempo broke in 2025, will it revive in 2026?

Demand slowdown weighed on earnings of electricity producers

Business in the Week Ahead (December 29, 2025-January 2, 2026)

The new year is knocking on the door. Everyone is in vacation mode. As the party begins, we tell you how next week can shape your investing journey. Fed minutes and manufacturing PMI, in particular, stand out

The Reading List: December 26, 2025

Our research and opinion teams have curated a selection of articles and social media posts from the world of economy, business and finance for your weekend read

Sensex at 40: Big drawdowns, faster recoveries and an index that offers stability despite constant churn

The Sensex’s four-decade history is defined not by uninterrupted growth, but by repeated resets, absorbed through changes in leadership, sector weights and market structure, while preserving its role as India’s primary equity benchmark.

AI upheaval shows little sign of lessening

If the boom continues its blistering pace through 2026, the stresses could start to show

A billion unserved consumers that can help rescue exporters hit by tariffs

Exporters are already adept at producing at scale and with low margins. When sales are under pressure due to tariffs, those skills can be used to tap into domestic consumption

2025 was the year real-money gaming died in India. What next?

Whether the government’s regulatory reset will help make India a global gaming powerhouse or simply shift users, capital, and talent elsewhere remains an open question.

Where is the value for investors in consumer tech?

Improving unit economics, operating leverage, and capital discipline are increasingly shaping returns as the sector moves beyond scale-led growth

Chart of the Day: Why RBI’s bond purchases would be historically high in FY26

Policy transmission has been the goal of bond purchases

Start-up Street: In 2026, roadblocks are many, as are opportunities

Overall funding for start-ups is likely to increase, with opportunities in new AI-related areas and Deep Tech, and start-ups are also entering Tier 2 and Tier 3 downs. But a few key risks bear watching

Suzlon, Inox: Waiting for the wind to turn

Following the steep correction in 2025, Suzlon Energy and Inox Wind are now available at more palatable valuations

Can Indian boardrooms close the empathy deficit after 2025’s brutal layoffs

In 2025, Indian companies saw their reputations tested not by market shocks, but by a collapse in employer-employee trust

Will India's microfinance sector return to high growth in 2026?

After a bruising phase of stress and slowdown, microfinance heads into 2026 seeking balance between growth and discipline

Tech groups shift $120 billion of AI data centre debt off balance sheets

Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust

Tier-2 India’s ultra-rich chase double-digit returns, metros lag on succession planning: Nuvama’s Alok Saigal explains the divergence

Stake sales and IPOs from beyond metro cities (for example, Haldiram’s) indicate that formal wealth planning and capital deployment strategies are now spreading into smaller cities, says Saigal