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Business

Industrial credit set to emerge as next growth driver for Indian banks amid manufacturing push: Report

"The segment was a key driver of banking credit over FY04-14, compounding at rate of more than 20 per cent CAGR. However, it clocked a modest 4 per cent Compound Annual Growth…

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Business July 5, 2026 · 1:33 pm

AI investment in emerging markets must go beyond models to ecosystems: Report

Artificial intelligence is moving from experimental tools to a general-purpose technology that could reshape production, productivity and economic growth, but its benefits…

Business July 5, 2026 · 12:42 pm

CG Power targets 16 million chips a day, G1 qualification in 24 months as India ships first semiconductors: Executive Vice Chairman Subbiah

India's semiconductor journey has moved from ground-breaking to shipping, with CG Power and Industrial Solutions aiming to scale to 16 million chips…

Business July 5, 2026 · 12:00 pm

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing back against…

Business July 5, 2026 · 11:52 am

“India has entered new semiconductors era”: Ashwini Vaishnaw as CG semi OSAT plant starts commercial production in Sanand

India has entered a "new era in semiconductors" with the commencement of commercial production at CG SEMI's OSAT facility in Sanand, Gujarat,…

Business July 5, 2026 · 9:43 am

IT services growth likely to stay soft in near term as clients delay discretionary spends: Equirus

India's large IT services companies are headed for a muted first quarter, with growth visibility unlikely to improve meaningfully until clients move…

Business July 5, 2026 · 9:06 am

India’s power sector enters “value chain” reset led by transmission, storage and demand growth: Report

India's electricity system is heading into a synchronised reset across generation, transmission and distribution, with transmission capex and energy storage emerging as…