New Delhi, February 2026 — The decades-long “Golden Age” of Indian IT is facing its most brutal reality check yet. A massive sell-off has wiped billions in market value as the industry grapples with a terrifying realization: Artificial Intelligence isn’t just a new tool; it’s a wrecking ball aimed at the traditional outsourcing model. What...
In a market landscape often clouded by high-octane headlines and “budget fever,” Kalpen Parekh, Managing Director and CEO of DSP Mutual Fund, has issued a grounded wake-up call to Indian investors. His message is clear: the current phase of market consolidation is not a reason for fear, but a rare window to secure financial stability...
NEW DELHI, February 2026 — Finance Minister Nirmala Sitharaman has robustly defended the government’s fiscal policies, dismissing claims that the Indian middle class is being crushed by a rising tax burden. Addressing the Rajya Sabha, the Finance Minister argued that record-breaking personal income tax collections are a victory for economic formalization, rather than a sign...
Key Highlights In 2026, ITC is not just a tax concept—it’s your working capital engine. But the rulebook is no longer only “keep invoice and claim credit.” The system ecosystem (GSTR-2B, IMS actions, mismatch intimations) is increasingly decisive. GST Tutorial+1 Why ITC equals cash flowEvery rupee of eligible ITC reduces the cash you must pay out...
Key highlights There is a reason serious analysts distrust single-month drama: inflation is a series. CPI’s real value is not the headline you publish today—it is the trend you can defend tomorrow. The official CPI portal and MoSPI’s CPI materials provide access points (press releases, annexures, and structured data) that let readers trace inflation’s behaviour...
Key highlights The Amazon model in one line Amazon is a retail/logistics empire with a high-margin engine (AWS) and a growing monetization layer (ads, Prime economics). The financials make the mix visible. Follow the operating income: it tells you who pays for what Amazon reports segment operating income (loss). In 2024: That’s the core: AWS...
Key highlights What the official data actually shows Two clean lenses: If a currency is the “plumbing” for transactions and hedging, it stays dominant even if trade invoicing shifts a little. Why dominance persists: the boring reasons that matter This isn’t ideology. It’s operational convenience. What “real de-dollarization” would look like People ask:“If countries want...
Key highlights In Parliament, the first real story of the Budget Session often begins before the gavel hits the desk: leaders meet, tempers are measured, and red lines are quietly exchanged. The claim that Lok Sabha Speaker Om Birla will hold an all-party meeting on January 21, 2026 reads plausible—but as of December 26, 2025, there’s no official public confirmation...
Key highlights Fed 2026: what would force the first blink? From the Fed’s own policy statements, the committee frames decisions around inflation progress and the balance of risks. Federal ReserveSo a “blink” typically requires: ECB 2026: the European constraint The ECB’s communications and projections highlight inflation and growth dynamics into 2026. European Central BankEurope’s problem is often:...
Key highlights BYD’s edge has always been structural: it behaves like a vertically integrated industrial system more than a typical automaker. In 2026, that matters because EV competition is becoming a supply-chain war disguised as a showroom war. The expansion engine: why BYD travels well 1) Battery gravityIf you control key components, you can price...