India's defence capital spending is expected to remain steady at about 0.5 per cent of nominal GDP, according to a new sectoral update by B&K Research.
Small Finance Banks (SFBs) in India have entered a pivotal phase of their evolution, transitioning rapidly from their microfinance institution (MFI) roots into robust, diversified lenders with multi-product capabilities, according to a report by Systematix Institutional Equities.
India's cement industry is poised for sharp earnings rebound in the Financial Year 2026 (FY26), with sector-wide profit expected to grow over 63 per cent year-on-year, driven largely by a favourable low base and continued cost-reduction efforts across companies, according to a sectoral updat
Above-normal monsoon rains and improved sowing conditions are expected to support a benign food inflation trajectory in the second half of the Financial Year (FY) 2026. However, an adverse base is likely to push food inflation higher next year (FY27), according to ICICI Bank's Global Markets
India's data centre capacity is expected to expand fivefold to 8GW by 2030, propelled by rising data consumption, growing cloud adoption, regulatory data localisation requirements, and increasing deployment of artificial intelligence (AI), according to the sectoral update by Jefferies.