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Industry Trends

India–EU Free Trade Agreement: Landmark deal set for signing after 18 years; pact to reshape exports

India-EU FTA: India and the EU are on the verge of sealing a landmark trade deal, marking India’s ninth trade pact in four years as both sides accelerate deal-making amid rising global protectionism. The agreement promises market access gains for Indian goods and services.

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Kodak Had The World's First Digital Camera But Chose Films Over Future, Went Bankrupt

Kodak, once a global photography giant, missed the digital revolution despite Steve Sasson's invention, leading to bankruptcy in 2012 and a dramatic fall from dominance

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India needs 8-10 large banks to support GDP growth, Axis Bank CEO says

“It’s a play across the entire product suite” and “right now we don’t have that” in India, Axis Bank CEO Amitabh Chaudhry says ahead of WEF Davos 2026.

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Provide incentive in Budget for R&D, create specialised fin institution for long-term fund: MPC member Nagesh Kumar

RBI MPC member Nagesh Kumar urged the government to offer policy incentives for R&D and establish an institutional fund for long-term manufacturing capital in the upcoming Budget. He also suggested restoring the 200% weighted tax deduction for R&D expenditure and creating a specialized development financing institution for manufacturing to boost growth and competitiveness.

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Indian IT set for AI-led growth spurt in 2026: Uniphore Chief Umesh Sachdeva

After a year of caution and uncertainty, Indian IT services companies are entering 2026 with clearer AI strategies and rising confidence. As enterprises move from pilot projects to large-scale, production-grade AI deployments, demand for AI-led services, agents and industry-specific solutions is creating a sustained growth opportunity for the sector, according to Uniphore CEO Umesh Sachdeva.

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Budget 2026: Simpler tax laws may lift FDI flows; experts flag capital cost relief

Tax and economic experts urge the Union Budget to prioritize simpler tax laws and tax neutrality for corporate reorganizations to boost India's FDI appeal. Rationalizing the tax framework and lowering the cost of capital are seen as crucial for attracting sustained foreign investment amidst global uncertainty.

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RBI proposes linking BRICS' digital currencies, sources say

Reserve ‌Bank of India (RBI) has recommended to the government that a proposal connecting the central bank digital currencies (CBDCs) be included ​on the agenda for the 2026 BRICS summit

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AI became democratic, its future to be written in big cities and small places: Nasscom director

AI became democratic, its future to be written in big cities and small places: Nasscom director

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Tata Capital Q3 Results: PAT jumps 17% YoY to Rs 1,257 crore, total revenue up 12%

Tata Capital posted strong Q3FY26 results with a 17% YoY rise in net profit and 12% revenue growth. AUM expanded sharply, costs moderated, and retail-SME lending remained the key driver, highlighting robust operational and financial performance.

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Maruti Suzuki to invest Rs 35,000 crore to develop a new manufacturing plant in Khoraj, Gujarat

Maruti Suzuki India Limited will invest Rs 35,000 crore to set up a new vehicle manufacturing plant at Khoraj, near Gandhinagar, strengthening Gujarat’s position as one of India’s most important automobile manufacturing hubs. The proposed facility will be developed on 1,750 acres of land allotted by the Gujarat Industrial Development Corporation. The investment letter handover ceremony was held in Gandhinagar in the presence of Gujarat Chief Minister Bhupendra Patel and Maruti Suzuki India Limited Managing Director Hisashi Takeuchi. Deputy Chief Minister Harsh Sanghavi and senior executives from Maruti Suzuki were also present. According to the Gujarat government, the Khoraj project will comprise four manufacturing units, each with an annual production capacity of 2.5 lakh vehicles, taking the total planned capacity to 10 lakh cars per year. Production at the first unit is scheduled to commence from the financial year 2029. The board of Maruti Suzuki India Limited approved the inves...

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Davos 2026 | HCLTech’s AI revenue could surge to $2.5 billion as ‘AI factory’ and physical AI open new growth engines

HCLTech is repositioning itself at the heart of the global AI buildout, with management seeing multi-billion-dollar opportunities emerging from AI factories, physical AI and outcome-led service models. The company believes these new growth engines will not only offset any pricing pressure on legacy services but also unlock fresh discretionary spending from global enterprises over the next few years.

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Union Budget FY27: 5 decisions that could shape markets, Kotak Securities says

Kotak Securities expects FY27 Budget to prioritise stability, with slower fiscal consolidation, sustained capex, limited populism and reliance on tax and RBI surplus. Higher borrowing may pressure bonds, while equities see muted announcements amid global uncertainty through the coming year.

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Government should consider simplifying, rationalising tax laws in Budget to boost FDI: Experts

They also suggested that efforts should be made to reduce the cost of capital. The budget needs to signal a credible medium-term path of fiscal consolidation and debt reduction, they added.

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Capital With Conditions: Indian Spacetech Startups Expected To Break New Grounds In 2026

India’s space ambitions have moved beyond government-led missions, increasingly being fuelled by private capital as investors warm up to homegrown…

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Sebi proposes Rs 20,000 crore threshold to consider a benchmark as 'Significant Indices'

Market regulator Securities and Exchange Board of India (Sebi) has proposed an asset under management (AUM) threshold of Rs 20,000 crore to consider a benchmark or index as 'Significant Indices'.

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Punjab National Bank among 9 stocks that hit 52-week highs & rallied up to 16% in a month

Even as the Sensex fell over three hundred points, nine BSE two hundred stocks touched fresh fifty two week highs, signalling strong momentum. Banking, metals, pharma and IT names led the breakouts, reflecting selective bullish sentiment despite broader market weakness.

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LTIMindtree Q3 results: PAT falls 11% YoY to Rs 971 crore impacted by new labour code, revenue up 12%

LTIMindtree reported an eleven percent YoY decline in Q3 net profit due to one-time labour code costs. Excluding this impact, profit and revenue grew strongly, supported by AI-led deals, margin expansion, steady dollar growth and a rising base of large clients.

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INDIA BONDS-India bonds fall, tracking U.S. Treasuries as demand lags

Indian government bonds fell on ‍Monday as weaker U.S. Treasuries ​set the tone for a market still feeling the ⁠sting of missing out on inclusion in Bloomberg's Global Aggregate bond index, while investors largely ignored a reduction in the week's state bond issuance.

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LKP Finance: Multibagger stock with 400% return in last one year announces 4:1 bonus issue

LKP Finance approved a four-for-one bonus share issue and a sharp increase in authorised capital, rewarding shareholders after a massive stock rally. The NBFC’s move signals balance sheet strength and confidence amid strong investor interest in finance stocks.

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Havells India Q3 Results: Net profit rises 8% to Rs 300 crore

Consumer electrical goods maker Havells India on Monday reported a 7.9 per cent increase in consolidated net profit to Rs 300.05 crore in the quarter ended December 31, 2025.

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Rupee ends 14 paise lower at 90.92 against U.S. dollar

Despite weak American currency and lower crude oil prices, selling pressure in domestic equities pushed the Indian currency downward, forex analysts said

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IMF world economic outlook report: Global growth resilient despite trade and geopolitical risks; top points to know

Global growth is projected to remain resilient at 3.3% in 2026 and 3.2% in 2027, buoyed by strong technology and AI-driven investment. Despite easing inflation, risks persist from trade tensions, geopolitical instability, and potential reassessments of AI productivity gains, highlighting a fragile economic balance.