Will geopolitics derail Apple’s India bet or fuel a new era of global supply chain diversification Apple Inc. is intensifying its manufacturing operations in India, aiming to reduce reliance on China and mitigate geopolitical risks. However, recent remarks by U.S. President Donald Trump opposing this expansion have introduced potential challenges to Apple’s strategic plans.  Apple’s Strategic Shift to India  Apple has been steadily increasing its manufacturing footprint in India. In the fiscal year ending March 2025, the company assembled approximately $22 billion worth of iPhones in the country, marking a 60% increase from the previous year. This growth is facilitated…

India’s food delivery giants are rewriting the rules of scale, strategy, and survival. Dive into the latest earnings battl India’s food delivery sector is witnessing a significant divergence in the financial trajectories of its two major players: Zomato (now operating under the parent company Eternal Ltd) and Swiggy. While both companies have experienced substantial revenue growth, their approaches to achieving profitability differ markedly, influenced by strategic decisions, operational efficiencies, and market dynamics.  Financial Performance: A Comparative Overview  Zomato (Eternal Ltd): In the fourth quarter of FY25, Zomato reported a consolidated net profit of ₹39 crore, a 78% decline from the…

As competitors double down on AI, TCS must adapt fast or risk losing its edge Tata Consultancy Services (TCS), India’s leading IT services firm, is navigating a complex landscape marked by macroeconomic headwinds, evolving client demands, and intensifying competition. Despite maintaining a strong market presence, recent financial results and strategic shifts indicate challenges that could impact its long-standing dominance in the industry.  Financial Performance: A Closer Look  In the first quarter of fiscal year 2025, TCS reported a net profit of ₹12,040 crore, reflecting an 8.7% year-over-year increase but a 3.16% decline sequentially. Revenue rose by 5.4% to ₹62,613 crore.…

Stay ahead of the curve—dive into the key industries driving India’s future India’s economic trajectory in 2025 is marked by robust growth, driven by key business sectors that are transforming the nation’s industrial and technological landscape. With a projected GDP of $4.3 trillion, India is poised to become the world’s third-largest economy, underpinned by strategic initiatives and sectoral advancements.  1. Information Technology and Digital Transformation  India’s Information Technology (IT) sector continues to be a cornerstone of economic growth, contributing significantly to the GDP and employment. The sector’s expansion is fueled by advancements in artificial intelligence, cloud computing, and data analytics.…

From billion-dollar cloud deals to booming AI startups, India is fast becoming the world’s hottest tech investment hub India’s tech sector is attracting massive attention from global investors in 2025. The combination of a large digital user base, strong engineering talent, and government support has made India one of the most attractive destinations for foreign investment in technology. From cloud computing and artificial intelligence to semiconductor manufacturing and startups, international companies and venture capitalists are pouring money into the Indian tech landscape.  This shift comes at a time when global investors are looking to diversify their portfolios and reduce dependence…

Discover which stocks are leading the charge and why this could be a defining moment for the sector As of mid-May 2025, India’s banking and finance sector is experiencing strong momentum. The industry has gained attention for solid earnings growth, increased investor interest, and major strategic developments. A number of bank stocks have recently shown significant activity, making them important to watch closely. Here’s a detailed look at key stocks in the sector and the reasons behind their current performance trends.  State Bank of India (SBI): Stable Growth and Strong Outlook  State Bank of India (SBI), the country’s largest public-sector…

Dive into the latest Q4 results from India Inc. – from record-breaking bank profits to telecom’s explosive growth The fourth quarter of FY2025 has drawn to a close, offering deep insights into how Indian companies have performed across various sectors. Despite global economic uncertainties and domestic challenges, the corporate earnings season revealed strong resilience in some industries and struggles in others. This report highlights the key takeaways from the Q4 results, based on the latest available data, with a sector-wise breakdown of performance trends.  Banking Sector: Historic Profit Milestone  The Indian banking sector reached a record high in Q4FY25, posting…

Explore the key differences between Gold and Equities in volatile Financial Markets In 2025, global financial markets are witnessing high levels of uncertainty. This is due to reasons such as inflation, conflicts between countries, policy changes, and unpredictable economic indicators. In such a situation, investors are focusing on two major types of investments—gold and equities (stocks)—to protect their wealth. Both assets offer unique advantages and disadvantages when it comes to managing risk and earning returns during unstable times.  This article explains how gold and equities are performing in 2025, how investors are using them to hedge against uncertainty, and which…

Explore how RIL’s diverse Businesses, including Jio, are reshaping India’s corporate landscape In April 2025, Reliance Industries Limited (RIL) created history by becoming the first Indian company to cross ₹10 lakh crore in total equity. This major milestone highlights the growing strength of Indian conglomerates and sets a new benchmark in the country’s corporate sector. With businesses spread across energy, telecom, retail, and digital services, RIL’s success reflects its strong strategy and the benefits of diversification.  Financial Performance in FY2025  Reliance Industries ended the financial year 2024–25 on a strong note. The company reported a consolidated net profit of ₹81,309…

Private banks show resilience while PSUs struggle with investor confidence The Indian banking sector is moving through a critical phase. Global tensions, domestic economic shifts, and changing investor behavior are all influencing the performance of banking stocks. While some banks are managing to perform well, others are facing serious challenges. The future of banking stocks will depend on how these institutions adapt to a constantly changing economic environment.  Current Economic Situation  Recent global and regional developments have created uncertainty in financial markets. India’s economic growth forecast for 2025 has been lowered by major agencies to around 6.3%. The downgrade is…