Harsha Jethmalani

With oil prices elevated and inflation risks mounting, central banks are turning hawkish again. But tighter policy could hit growth, capital flows and government finances, making this cycle harder to navigate.

While supply remains fragmented, scale, landlord relationships and locked-in future supplies are the key differentiators for listed flex operators like WeWork India Management, Indiqube Spaces and Smartworks Coworking Spaces

HCL's strategy of proactively transforming services with a long-term view, even by disrupting existing revenue base, is prudent. However, this may cause near-term pressures similar to peers

New Delhi, Oct. 13 -- HCL Technologies' stock rose 7% on Tuesday after select broking firms upgraded their earnings estimates, factoring in the positives in the September quarter (Q2FY27) results.

Menon also said that DMart should avoid copying quick-commerce models and instead double down on its price advantage to protect market share.

AI deals have six-12 months duration and enable faster revenue conversion than traditional large IT deals with long transition periods.

DLF bounced back in Q2 with ₹ 3,800 crore in pre-sales thanks to strong luxury home sales in Gurugram, though hitting its full-year ₹ 20,000 crore target still looks like a steep hill to climb.

A calibrated reduction in STT, particularly for cash-market transactions, would lower friction, improve market liquidity and send a useful signal to global investors, without reopening the entire capital gains framework, says Arora.

Robust $5.2 billion deal wins in Q2 couldn't prevent Infosys from trimming its full-year growth outlook, leaving it trailing key competitors.

Dalmia Bharat's weak volumes and rising costs dragged down Q2 profitability, triggering earnings cuts. Higher fuel costs and the ramp-up of acquired assets could further pressure margins, while capacity utilization remains low.