Regulatory uncertainty clouds insurance sector, but long-term dem

Regulatory uncertainty around proposed distribution reforms has weighed on India's life insurance sector in the near...

India's steel capacity utilisation to stay above 90%

As India's steel demand remained robust in May, surging nearly 9 per cent on YoY, industry capacity utilisation is...

Iran-US pact may ease oil shock, support broader earnings recover

A potential agreement between Iran and the United States to end the ongoing West Asian conflict could lead to a...

AI advances may heighten disruption risks for IT services firms:

The latest advancements in artificial intelligence, particularly Anthropic's newly launched Claude Fable 5 model,...

Auto demand to remain steady, margins may come under pressure in

Demand across India's automobile sector is expected to remain broadly stable in the near term, but rising raw...

India Inc's 4QFY26 earnings were decent but 1QFY27 could be bumpy

India Inc delivered better-than-expected earnings in the March quarter of FY26, but the current quarter could be...

FPI flows to remain subdued as India loses appeal versus EM peers

Foreign portfolio investor (FPI) flows into India are likely to remain muted in the near term as the country's...

Retail health premium growth rises to 31% YoY in April 2026, anch

Retail health insurance premium growth in India edged up to 31 per cent year-on-year (YoY) in April 2026, anchoring...

Slow MSME loan growth and high ECLGS reliance, a sub-optimal outc

A sharp slowdown in MSME loan growth, followed by higher ECLGS reliance, would be a sub-optimal outcome, although it...

AI-driven pricing pressure, cost cuts reshape India IT outlook

Artificial intelligence (AI) is increasingly reshaping the growth and margin outlook for India's IT services sector,...

If extended, RBI’s ECL norms unlikely to materially disrupt NBFCs

Non-banking financial companies (NBFCs) in India are largely well-positioned to absorb the impact of expected credit...

AI models like Anthropic's Mythos pose disruption risks to India'

AI models such as Anthropic's Mythos could pose disruption risks to the growth of India's IT services sector,...