Old economy sectors drive India's investment boom unlike US, position it as an AI hedge: Report

Dec 11, 2025

India's capital expenditure (capex) cycle is gaining strong momentum driven largely by old-economy sectors, positioning the country as a hedge against the global AI-led...

IT sector sees early signs of demand stabilisation but visibility into CY26 remains poor: Goldman Sachs

Oct 20, 2025

The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak,...

As US Fed ends year with another rate cut, BoB Economist predict RBI to settle at 5% in CY26

Dec 11, 2025

For India, the Fed's stance carries important implications, particularly in the context of currency volatility and interest-rate differentials. The BoB Economist Dipanwita Mazumdar expected...