The Indian semiconductor industry's end-demand revenues will double from 2025 to 2030, growing from USD 54 billion to USD 108 billion, according to a report by financial services firm UBS.
According to a UBS report, this growth helped Paytm gain a 19.2 per cent market share, marking an increase of 70 basis points (bps) over the previous quarter.
As the U.S President Donald Trump assumed charge his pledged to increase oil production and fill the Strategic Petroleum Reserve (SPR) faces uncertainty, a report by UBS stated the road ahead for these plans is unclear.
Renewable energy and data centres are emerging as the strongest investment opportunities in the infrastructure sector, while traditional sectors such as utilities, transportation, and waste management rank lower in investor sentiments, according to a recent report by UBS.
India is poised to experience a significant rise in billionaire entrepreneurs over the next decade, mirroring like China's growth in billionaires until 2020, says a report by UBS.
Additionally, factors such as urbanization, rising incomes, and potentially lower interest rates further bolster the outlook. The Indian property sector has been at its healthiest in the past 15 years with strong demand momentum and low inventory overhang.
Projections for 2027 reveal the massive revenue-generating potential across the AI sector. AI data centres are expected to lead, with infrastructure revenues forecasted to hit USD 331 billion.
UBS also predicts gold will climb to USD 2,850 per ounce by mid-2025 and USD 2,900 by the third quarter of 2025, further underscoring its bullish outlook on the metal. The rally in gold prices has been supported by declining US real interest rates, central bank purchases, and a seasonal reco
Despite the political stability that the NDA's majority provides, the UBS report suggests a potential shift towards a more populist economic policy in Modi's third term, targeting the lower-income strata.