Bernstein names Paytm a ‘Top Pick

In its latest report on One97 Communications, Bernstein said it sees a “clear right to win for Paytm and a long...

India’s economic growth driven by policy distortions: Report

India's current economic outcomes are being shaped not purely by free-market forces but by a series of distortions....

Rooftop solar, KUSUM account for 40% of India’s solar capacity ad

Rooftop solar and the KUSUM scheme accounted for around 40 per cent of India's solar capacity additions in the...

Bank credit growth hits 20% in Q1FY27, highest in 4+ years; depos

Credit growth in India's banking system rose to around 20 per cent year-on-year in the June 2026 quarter, the...

New food delivery entrants could widen consumer choice, lower cos

The entry of new players into India's food delivery market could translate into lower prices, greater choice and...

Merchant-funded UPI MDR of 30-40 bps most likely if introduced, c

If the government eventually introduces a Merchant Discount Rate (MDR) on Unified Payments Interface (UPI)...

AI market likely to split between premium frontier models and low

The global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier...

India data center buildout to hit 8GW by 2030, power access becom

Bernstein expects India's data center capacity to surge to the higher end of 5-8GW by 2030 from 1.5GW today, driven...

Bernstein says Adani Group has emreged stronger

Global brokerage firm Bernstein has said the Adani Group has emerged stronger after facing the short-seller episode...

US-Iran ceasefire offers tactical relief for India: Bernstein

The US-Iran ceasefire signals "the beginning of an off-ramp" after weeks of intense hostilities, but it does not...

Geopolitical turmoil puts India’s economy at risk of 3-4 Year set

The report cautions that the current geopolitical shock could expose structural vulnerabilities in the Indian...

Prolonged West Asia conflict could push Rupee beyond 110

A prolonged conflict in West Asia lasting through much of 2026 could have severe consequences for India's economy,...