GST 2.0

In conversation with Jason Oxman, President & CEO of the Information Technology Industry Council, on India’s growing role in global AI governance, digital trade, and tech sovereignty. From PM Modi convening world leaders to the shift from “AI action” to “AI impact,” Oxman explains why India’s democracy-driven innovation model stands out — and why the future of jobs depends on learning AI, not fearing it.

Markets trade firm with NIFTY gaining 100 points above 25,550 and Sensex up 300 points, even as India VIX jumps 7%. IT stocks extend losses for the third straight day, while Bank, Metal and FMCG counters see strong buying. Top Gainers: Hindalco Industries, NTPC, Larsen & Toubro Top Losers: Tech Mahindra, Infosys, Bharti Airtel Catch Lovisha Darad in conversation with Ajit Mishra, SVP Research, Religare Broking and market expert Sunil Subramanian

Debt doesn’t slide into your DMs with a warning — it sneaks in through EMIs, swipes, and ‘just one loan.’ Before you know it, your pay cheque is gone before it even lands. Think you’re in control of your money? If you’re only paying minimum dues or borrowing to cover old loans, debt is already running the show.

India is the world’s fastest-growing major economy. Do you want to just watch it grow or own a piece of it? What if we told you that your Rs 1 lakh could grow into Rs 10 lakh or stay stuck at Rs 3 lakh depending on where you invest? Let’s break it down.

Stocks look cool on Instagram. Reality check? They come with risk. Before you invest your first rupee, here are 10 smart moves you cannot skip.

Global markets turn cautious as Donald Trump signals a possible Iran strike within 10 days, rattling Wall Street and dragging Asian indices lower. Brent crude nears $72, gold climbs above $5,000, and the dollar extends gains. US GDP and PCE data are awaited, while a Supreme Court ruling on Trump’s tariffs looms. Back home, GIFT Nifty hints at a soft start — can Nifty defend the crucial 25,500 level amid rising geopolitical tensions and weak global cues? Catch Surabhi Upadhyay with market experts on Opening Bell.

Indian markets witnessed a sharp pause after a three-day rally, as both benchmark indices — Sensex and Nifty — declined nearly 1% each amid rising global concerns. The Nifty slipped below the crucial 25,600 mark, reflecting broad-based weakness across sectors. Except for pharma, all sectoral indices ended in the red, with realty and FMCG emerging as the worst-hit segments. Investor sentiment remained fragile following reports of a US military build-up in the Middle East, which heightened geopolitical tensions and triggered risk-off positioning. Market breadth also turned negative, with the advance-decline ratio at 1:2, indicating widespread selling pressure. Volatility spiked as India VIX surged 8%, underscoring growing uncertainty. On the stock-specific front, ONGC, Hindalco, and Infosys managed to buck the trend and close as top gainers within the Nifty 50, while IndiGo, Trent, and UltraTech Cement featured among the top laggards of the session.

Dhiraj Relli, MD & CEO of HDFC Securities, shares his perspective on the RBI’s decision to tighten lending norms for brokers effective April 1 and what it means for capital market players. With stricter bank financing and changes around cash collateral usage, the move is expected to impact trading activity, especially in the derivatives segment. Relli explains how higher funding costs and reduced leverage could make intra-day trading more expensive, potentially leading to a 15–20% decline in F&O volumes. Prop traders and highly leveraged participants may feel the pressure first, raising concerns over earnings visibility for brokerage firms and other capital market-linked stocks. The discussion also delves into whether the earnings hit will be short-term or structural, and how investors should approach capital market names amid evolving regulatory norms.

Are power stocks gearing up for a fresh rally? In this episode, Amit Anwani, Vice President – Research at PL Capital, decodes the big opportunity emerging from AI-led data centre expansion and its ripple effects on India’s power ecosystem. With grid expansion, transmission upgrades and the clean energy transition gathering pace, are power equipment makers entering a multi-year growth cycle? He also weighs in on whether the recent correction in power stocks is behind us, how India-US tariff cuts and a potential India-EU FTA could revive exports, and which power names look best placed for 2026. Don’t miss this deep dive into the sector’s next big triggers and stock ideas to watch.

At AI Summit 2026, Prime Minister Narendra Modi called India the world’s largest tech talent pool and declared AI a transformational force just getting started. From open-source AI as a global common good to transparency, deepfake safeguards, and his MANAV vision—Moral, Accountable, National, Accessible, Verified—Modi laid out India’s roadmap for inclusive, human-centric AI shaping the future of work and civilisation.

At the India AI Impact Summit 2026, French President Emmanuel Macron says, "Namaste. Thank you very much for welcoming us to this magnificent city, in this magnificent country. It's great to be back after my 2024 state visit for this Artificial Intelligence Impact Summit hosted by you, Prime Minister..." French President Emmanuel Macron also hailed India's online payment system in his address to the India AI Impact Summit on Thursday. The French leader said, "India built something that no other country in the world has built. A digital identity for 1.4 billion people. A payment system that now processes 20 billion transactions every month. A health infrastructure that has issued 500 million digital health IDs. Here are the results. They call it the India Stack Open Interoperable Sovereign. That is what this summit is about. We are clearly at the beginning of a huge acceleration, and you perfectly described it during your interventions."

Reliance Industries chairman Mukesh Ambani said that PM Modi's vision of AI powered Bharat is also a template for Global South. Artificial intelligence is not just another technology, humans are creating human-like systems. AI is the mantra which powers every yantra to enhance efficiency. AI is like Akshaypatra, which provides limitless efficiency. At the same time he also said that AI won't take away jobs but create new ones. No country can match India's strength in democracy, demography, digital. We are the world's largest data consumer, there is no difference in quality between Delhi and remotest villages, he further added.

At AI Summit 2026, Sundar Pichai announces a $15 billion infrastructure investment to build a full-stack AI hub, highlights bold AI innovation, and praises India’s rapid tech transformation. From AI-powered farmer forecasts to breakthroughs like Google DeepMind’s AlphaFold, Pichai says the world is on the cusp of hyper-progress.

Global markets trade higher after strong Wall Street cues, with Kospi at record highs and GIFT NIFTY signaling a positive start. Tech and financial stocks lifted US markets, while oil jumps 4% on fresh US-Iran tensions. Fed minutes show rate path uncertainty, US yields rise, and metals gain on dip-buying. Can Nifty reclaim 26,000? Catch Surabhi Upadhyay with market experts on Opening Bell.

Nifty recovers 100 points from the day’s low, extending gains for the third straight session above 25,750, while Sensex climbs over 100 points and India VIX cools off. Broader indices outperform as Metal, PSU Bank, and FMCG stocks lead the rally. Top gainers: Tata Steel, HDFC Life, ITC. Top losers: Eternal, Wipro, Tech Mahindra. Catch Lovisha Darad in conversation with Ashish Bahety of ProfitMart Securities and Kunal Valia, Founder of StatLane, for expert insights and market outlook.

On the sidelines of India AI Impact Summit 2026 in New Delhi, Jimmy Wales, Co-founder, Wikipedia intracted with Moneycontrol's Shweta Punj. Watch the full video to know more.

Asian markets inch up in thin holiday trade, with Japan and Australia higher while China and Hong Kong remain shut. Investors await the RBNZ policy decision and Fed minutes; US futures steady after a flat Wall Street close. Brent slips to $67, gold and silver ease, and GIFT Nifty singals a positive start for India. Japan plans $36 bn US investments under its trade pact. Watch Surabhi Upadhyay with Jatin Gedia, Gaurang H Shah, Jigar Mistry and Ajit Deshmukh for expert market insights.

At the Mutual Fund Summit (LIVE), Navneet Munot, Managing Director & CEO of HDFC Asset Management Company (HDFC AMC), shared a key insight on long-term investing. Munot said that wealth creation is driven more by patience and investor behaviour than by financial knowledge alone. He stressed that staying disciplined through market cycles, avoiding emotional decision-making, and maintaining long-term conviction are far more critical than trying to time markets or chase short-term trends.