India’s IT sector is projected to grow by 5.1% in FY25, with revenues expected to reach $282.6 billion, according to Nasscom. The sector aims to surpass $300 billion in the following fiscal year. Additionally, 1.26 lakh new jobs were added, bringing total employment to 58 lakh.
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Singapore’s Temasek acquires a 9-10% stake in Haldiram Snacks Foods for over Rs 8,500 crore, valuing the company at around $10 billion. The deal, signed on March 11, marks a significant move in India’s FMCG sector, highlighting increased foreign investment. Discussions with Blackstone and Alpha Wave Global for an additional 5% stake are still ongoing.
Microsoft CEO Satya Nadella, after pledging $3 billion investments in India for AI and cloud, emphasized the importance of security, privacy, and trust in tech platforms. Speaking at the ‘Microsoft AI Tour’ in New Delhi, he highlighted the need for robust safety protocols alongside technological advancements, ensuring systems remain secure and trusted as AI becomes more integrated into society.
FIIs were net sellers of Rs 1,27,401 crore in FY2025, but selling eased in March. DIIs bought Rs 6,06,368 crore throughout the year. The change in FII strategy in March contributed to Nifty's gains. SEBI's new threshold for beneficial ownership disclosures and RBI's increased investment cap aim to boost market liquidity.
India's Budget 2025 may potentially abolish the old tax regime. The new tax regime, default since 2020-21, offers simplified, lower tax rates with fewer benefits. Experts emphasize allowing deductions for medical premiums under Section 80D and for disabilities under Section 80U, arguing these are necessities. Ensuring equitable tax relief promotes fairness in the tax system.
Axis Securities recommends buying V-Mart Retail, anticipating an 8% growth, while Yes Securities sees a 33% potential rise for Godawari Power following its acquisition in the metal recycling sector. Elera Securities suggests investing in Indigo Airlines due to expected demand increase by FY26. ICICI Securities maintains a positive outlook on Emami, citing acquisitions as a growth driver.
Foreign funds have withdrawn over Rs 1 lakh crore from the Indian stock market in 2025, impacting investor sentiment and causing the rupee to weaken. This outflow, combined with a strong dollar and rising US bond yields, has led to an ongoing market decline and increased volatility.
Home-cooked meal costs rose in December, with vegetarian thalis up 6% to Rs 31.6 per plate and non-vegetarian thalis increasing 12% to Rs 63.3 per plate, driven by higher prices of tomatoes, potatoes, and broiler chicken. The cost rise was partially offset by an 11% drop in LPG prices.
India must reduce high tariffs to stay competitive and attract investment amidst the US-China trade war, says outgoing US Ambassador Eric Garcetti. Although American companies see potential in India's market, they find it easier to operate in Southeast Asia and Mexico. Strengthening US-India relations, especially in defense and technology, remains crucial despite some challenges.
Amidst ongoing trade tensions, financial jargon can be confusing. This guide clarifies terms like bear and bull markets, dead cat bounces, and capitulation, all reflecting investor sentiment. Economic downturns, signaled by recessions and shifts in treasury note yields, further complicate the landscape, influencing strategies like 'buying the dip'.
Infosys has issued an internal memo to its BFSI division, enforcing a return-to-office guideline of three days per week starting April 1 to address delivery and security issues. The memo highlights concerns over team availability, accountability, and mentoring gaps. Managers failing to meet the required ten-day monthly attendance received reminders to adhere to the hybrid work requirements.