Fertiliser stocks surged after the government issued the Natural Gas Regulation Order, 2026, prioritising gas supply to key sectors amid West Asia disruptions. Fertiliser plants will receive 70% of the average gas consumption. Investors cheered the move as it ensures continued feedstock availability critical for ammonia and urea production despite supply uncertainties.
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also