Markets now reward AI bottlenecks over broad diversification as TSMC overtakes India inside EM benchmarks.
Krishnadevan V
May 28, 2026 at 6:21 AM IST
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SEBI’s index regulation tackles transparency in a ₹12-trillion passive market, but leaves untouched the oligopoly quietly steering India’s largest pool of investor capital.
January 21, 2026 at 1:43 PM IST
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Despite strong macro fundamentals, Indian markets lag peers. Global rotation, AI exuberance and timing gaps may explain the disconnect, hinting at a delayed rebound.
Michael Debabrata Patra
January 1, 2026 at 3:46 AM IST
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