Indian equity markets show resilience despite recent incremental weakness, with the broader outlook dependent on earnings visibility and global developments. While current earnings are mixed, a rebound is anticipated later in the year, driven by inventory rationalization and stronger growth expectations. Global events, particularly US trade policy, remain a key overhang, though potential trade deals could boost sentiment.
Govt to tap AI for mapping supply chains and investment clusters
India’s upcoming Statistical Business Register (SBR) will leverage AI and analytics to map supply chains, identify investment clusters, and guide logistics infrastructure investments. Privacy and