On the AI disruption to the IT sector, Chawla believes that the last mile, comprising governance, data plumbing, workflows, etc., is where Indian IT has always created value, but it remains to be seen how companies adapt to new challenges. Edited excerpts: : Do you think the India-US trade deal will be the next trigger…
Indian equities have staged a sharp relief rally, emerging as the world’s top-performing market in the past week, while foreign portfolio investors (FPIs) have turned net buyers after relentless selling through January. Whether that shift marks the start of a durable upcycle remains an open question. Can markets finally shake off volatility? And will the…
Foreign portfolio investors have extended their selling streak from last year by polling out 7,608 crore ($846 million) from Indian equities in the first two trading sessions of January, according to data from NSDL. In short, it signals that FPIs are playing safe at the start of the year, and the market may remain a…
Globally, Indian equities lagged their East Asian peers, with the South Korean and Taiwanese markets outperforming sharply, posting weekly gains of about 4% and 3%, respectively. The divergence was driven largely by valuation-led sector rotation and strong rallies in technology and semiconductor stocks in those markets, where India has limited representation, said Robin Arya, founder…
