Industry Trends

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.

Industry Trends

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.

Industry Trends

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.