SaaSocalypse Fears Put Indian IT into an AI Reckoning

IT stocks clawed back from steep morning losses, yet the selloff says investors are repricing the model as AI turns from tailwind to threat.

Krishnadevan V

February 14, 2026 at 5:27 AM IST

iStock.com

TCS as Default AI Partner Could Reshape the Entire Tata Group

How TCS becoming the Tata Group’s default AI partner, amid AI-driven market shocks and heavy dividend dependence, could reshape strategy, sourcing, and governance.

Krishnadevan V

February 11, 2026 at 4:36 AM IST

tata.com

Budget 2026

We Don’t Need No Data-Centre Coddling

Data-centre tax holidays represent oodles of government cash to favoured Indian businesses for little public benefit

TK Arun

February 10, 2026 at 6:28 AM IST

Istock.com

Services Exports, Remittances Seen Keeping India’s CAD Sustainable in 2025-26: RBI

The RBI expects strong services exports and steady remittance inflows should keep India’s current account deficit sustainable in 2025-26, despite trade pressures and portfolio outflows.

BasisPoint Insight

February 6, 2026 at 6:27 AM IST

Beyond Big Numbers: Making AI Investments Work for India’s Sovereignty

Global AI investments bring scale to India, but sovereignty depends on ownership, data control, and capability, not just capital, data centres, or big headline numbers.

Shubhranshu

December 18, 2025 at 6:42 AM IST

Alvarez/Istock.com

India's Proposed AI Labelling Rules Won't Stop Deepfakes — They'll Stifle Innovation

A cottage industry of vendors, consultants, and certification schemes is poised to add new layers of cost that slow product development and burden users, even as actual threats slip through undetected.

Dev Chandrasekhar

November 20, 2025 at 4:26 AM IST

Dragon Claws/iStock.com

The Rise of Tech Companies and Global Financial Stability Risks

Systemic risk has moved from banks to Big Tech, with AI and compute now embedding deep risk in global markets, investor flows, and regulation.

Chandrika Soyantar

November 10, 2025 at 8:19 AM IST

Istock.com/Alexander Sikov

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

India faces a triple threat: tariffs, sanctions, and pressure to concede on trade. Can New Delhi protect its energy, exports, and digital future?

Ajay Srivastava

November 1, 2025 at 5:07 AM IST

iStock.com/MAGNIFIER

Will the AI Bubble Trigger a Financial Crisis?

It is worth pondering whether a bursting AI bubble could compromise the ability of other non-bank financial institutions to repay their loans.

Hilary J. Allen

October 29, 2025 at 12:05 PM IST

iStock.com

The $100,000 Question: How Trump's H-1B Fee Hike will Change the Future of Hiring

Is the $100,000 H-1B fee hike a turning point for Indian IT, or just another breadcrumb in a trail marked by layoffs, automation and offshoring?

Nilanjan Banik

September 21, 2025 at 6:56 AM IST

iStock.com/Kandarp Gupta

Act Before It’s Too Late, Build a Sovereign Digital Backbone

India’s economy and security are deeply reliant on US software, cloud, and social media platforms, creating a major vulnerability in times of geopolitical tension.

Ajay Srivastava

September 14, 2025 at 12:35 PM IST

iStock.com

The Bureau

India’s Rebased CPI Signals Softer Core, Says I-Sec PD

Government Addresses Borrowing Concerns with Fresh Bilateral Switches

India’s January Inflation 2.75% Under New Series Versus 1.33% in December Under Old Series

RBI Issues Draft Norms to Curb Mis-selling, Ban Dark Patterns, Forced Bundling by Regulated Entities

Gold, Silver ETFs Dominate January MF Flows as Equity Inflows Ease

Auto Retail Sales Rise 18% in January, Rural Demand Takes the Lead

RBI Seen Managing Frictional Liquidity via VRR, VRRR: I-Sec PD

Moody’s Sees Strong Growth Backdrop Supporting Indian Banks’ Stable Outlook

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines

Learning to Shoot: I Tried to Fly Before I Could Walk