The fiscal cost of the government's proposed Goods and Services Tax (GST) rate rationalisation will remain manageable, according to a UBS report, which estimates the revenue loss to be about Rs. 1.1 trillion annually, or 0.3 per cent of GDP.
India's peak power demand is set to rise sharply in the coming years as the country's electrification drive gathers pace, with total demand expected to hit 335 gigawatts (GW) by FY30.
While the Big 4 continue to lead global AI investment and innovation, a report by UBS finds monetisation and efficiency still lagging behind the scale of their ambitions.
Uncertainty around trade deals is emerging as a major factor holding back investment by India's private corporate sector, according to UBS Securities India.
India is projected to maintain a steady 6-6.5 per cent year-on-year real GDP growth in FY26, supported by resilient domestic demand and potential relief from softer global crude oil prices, despite pressures from recent tariff hikes, according to a UBS report.
The Indian telecom sector appears to be entering a phase of stagnation, with global investment bank UBS issuing a cautious outlook ahead, going into the sector's Q1FY26 results.
There won't be a prolonged disruption to oil supplies, as there is no likelihood of escalation in the US-Iran conflict, noted a research report by UBS.
The global investors holding too much cash in US dollars may face increasing risks, and it might be the right time to consider shifting some of that money into other currencies or assets, according to a report by UBS.
Global trade wars are biggest risk to the investment this year, followed by major geopolitical conflict, and higher inflation, revealed Global Family Office Report 2025 by UBS.
The ongoing global tariff wars and the continued rise in gold prices will significantly impact the overall consumer price index (CPI) in the upcoming months, even if food prices remain stable, according to a report by the Union Bank of India (UBI).
Global artificial intelligence (AI) spending is projected to rise significantly in the coming years, with UBS estimating a 60 per cent year-on-year increase in 2025, to USD 360 billion.