Why IT stocks are down today? Claude “Cowork” behind the $285B crash Indian IT stocks (Infosys, TCS, Wipro) are down 6% today following the global SaaSpocalypse. On February 3 and 4, 2026, global markets saw a $285B software sell-off. Traders called this the SaaSpocalypse. On February 2, 2026, Anthropic AI (a rival to OpenAI) launched […]
SaaSpocalypse 2026: The Anthropic Effect on $285B IT shares crash Read More »
Dateline: Feb 3, 2026 The Indian financial landscape underwent a fundamental Structural Re-rating today. A 30-minute phone call between PM Narendra Modi and President Donald Trump has effectively dismantled the 50% “Punitive Tariff” wall that had suppressed Indian assets for six months. By resetting the reciprocal duty to 18%, Washington has signaled a historic shift,
India-US Trade deal 2026: Trump Resets Tariff to 18% Following Russia-Oil Exit Read More »
The escalation of US–EU Trade Tensions between the United States and the European Union in late 2025 has begun to reshape global trade alignments, creating a rare strategic opening for India–EU economic cooperation. What initially appeared as a limited tariff dispute has evolved into a broader confrontation with implications that extend well beyond transatlantic trade,
US–EU Trade Tensions Open a Strategic Window for India–EU Economic Partnership Read More »
Overview : A Sudden Escalation With Global Implications Global markets were jolted on January 3, 2026, after US-Venezuela conflict surfaced abruptly. US President Donald Trump claimed that American forces had carried out a “large-scale strike” in Venezuela and captured President Nicolás Maduro, along with his wife, flying them out of the country. The announcement, made
Trump Claims Capture of Venezuela’s President Maduro After US Strikes Read More »
Devyani International Limited (DIL) and Sapphire Foods India Limited (SFIL) on January 1 announced a definitive merger agreement to create India’s largest franchisee of Yum! Brands, consolidating operations of KFC-Pizza Hut across India and Sri Lanka. The all-stock transaction values the deal at approximately $934 million (around ₹7,800 crore). KFC-Pizza Hut Merger Structure and Valuation
US President Donald Trump said on Sunday that negotiations between Russia and Ukraine have reached their most advanced stage so far, following discussions with Ukrainian President Volodymyr Zelenskyy at his Florida residence. While expressing optimism about the progress, Trump cautioned that the talks remain fragile, noting that unresolved issues could still derail the process and
Russia and Ukraine Peace Talks: A Matter for Global Markets Read More »
Shankh Air previously received its NOC, while 2 new airlines, Al Hind Air and FlyExpress were cleared this week. An NOC permits setting up operations but not commercial flying. Boost for Aviation Competition The central government has issued No Objection Certificates (NOCs) to two new airlines, Al Hind Air and FlyExpress, aiming to boost competition
After IndiGo crisis, India grants NOCs to 2 new airlines to boost competition Read More »
Indian IT companies edged lower on December 24 after the United States announced a major overhaul of its H-1B visa for work allocation system, replacing the long-standing lottery mechanism with a weighted selection process that prioritises higher-paid and more skilled foreign workers. Stocks such as Coforge, Tech Mahindra and Wipro declined between 0.7% and 1%,
IT Stocks Slip as US Ends H-1B Visa Lottery, Moves to Skill-Weighted System Read More »
India and New Zealand have successfully concluded a Free Trade Agreement (FTA), an achievement notable for being one of India’s quickest trade deals with a developed economy. This agreement is set to significantly enhance bilateral trade, boost investment, and strengthen people-to-people connections between the two nations. Key Trade Liberalization The agreement features substantial market access
India–New Zealand FTA Concluded: 95% of Tariffs to be Slashed Read More »
Pharmaceutical stocks surged on December 19 after the US Senate passed the Biosecure Act as part of the fiscal 2026 National Defense Authorization Act (NDAA), a move seen as structurally positive for Indian drug makers. The rally pushed the Nifty Pharma index up 0.65% to 22,704, after hitting an intraday high of over 1.35%. Investor
Pharma Stocks surge After US Senate Passes Biosecure Act; Nifty Pharma Gains Read More »
