Nesil Staney

India is moving beyond ambulance-led emergency care as AI, connected vehicles, digital command centres and telemedicine reshape how help reaches patients in the first critical minutes.

Crypto fraud is becoming more sophisticated as criminals deploy generative AI, forcing exchanges to use AI for real-time transaction, identity and anti-money laundering checks.

Office leasing has slowed across India's major markets, but AI is creating a new demand cycle for data centres, with capacity and investment expected to rise sharply through 2030.

Lightspeed invested $210 million in PhysicsWallah in 2024 after its Byju's experience. It has now sold its entire PW stake less than two years later, just as the IPO lock-in expired.

The Mines and Minerals Amendment Bill, 2026, could improve the outlook for metal and mining stocks by reducing retrospective tax risks and limiting fresh state levies, though the scale of the benefit will depend on rules notified by the Centre.

India's consumption is shifting from volume to value, with premium FMCG, luxury housing, financial products, travel and discretionary categories gaining share as affluent consumers spend more on higher-priced products and experiences.

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.