Fund managers see AI adoption across factories adding another layer to India's capex and China+1 investment story, with power, infrastructure and manufacturing emerging as key themes.
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Fund managers see AI adoption across factories adding another layer to India's capex and China+1 investment story, with power, infrastructure and manufacturing emerging as key themes.
Indian drugmakers are expanding the use of artificial intelligence across research and development, but spending on AI-driven drug discovery remains well below global rivals and China.
AI investment is accelerating worldwide as governments, companies and investors race to build computing power, talent and regulation, while India steps up efforts to strengthen its domestic AI ecosystem.
China's foreign exchange reserves fund has grown by about 40% since the start of 2025, driven by gains in global equities and overseas investments.
Senior Country Head Arati Porwal says salary expectations have moderated even as India remains the largest market globally for CFA candidates.
The unlisted shares of NSE are now trading above Rs 2000 in most leading platforms, with price/earnings multiples near 50. At above Rs 5 lakh crore market capitalization, listing will position NSE at the upper echelons of Nifty
At the centre of the debate is India's margining framework, particularly the exposure margin charged in addition to the Standard Portfolio Analysis of Risk, or SPAN, margin.
Brokerages are expanding into wealth management, insurance, lending, alternatives and asset management as they seek recurring revenue streams and reduce reliance on trading activity.
RBI's new rating framework may tighten credit access for MSMEs while increasing pressure on smaller credit rating agencies.
SpiceJet shares have fallen about 85% since its Rs 3,000 crore QIP in 2024 as foreign investors and offshore derivative buyers sharply cut exposure to the airline.