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Zomato Swiggy Margins Hit as Discount Wars Return
Zomato and Swiggy face margin pressure as discount wars return, signaling a shift back to aggressive customer acquisition strategies in India’s food delivery market. Rising competition and consumer price sensitivity are forcing both platforms to balance growth with profitability. Zomato and Swiggy face margin pressure as discount wars return at a time when both companies were moving toward profitability. The…
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We break down the signals that actually matter. Market shifts, policy triggers, sector shakeups, breakout founders, new capital flows, and the innovations that are quietly rewriting how business gets built in India. If it moves the narrative forward, we cover it – without the fluff.
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CEAT Q2 Profit Falls 40% as Rising Costs Squeeze Margins
CEAT Ltd reported a nearly 40% year-on-year decline in consolidated net profit for the second quarter of FY2026-27, despite strong revenue growth. Higher raw material costs, including rubber and petroleum-based inputs, pressured profitability, prompting the tyre manufacturer to consider further price increases and tighter cost controls. CEAT Q2 Results: Revenue…
ASML Earnings Highlight Rising AI Demand and Semiconductor Investment
ASML earnings are drawing global attention after the Dutch semiconductor equipment maker reported record third-quarter 2026 revenue and raised its annual sales forecast. Strong demand linked to artificial intelligence is encouraging chipmakers to expand production capacity, although supply constraints and global trade restrictions remain important risks. ASML Reports Record Third-Quarter…
Government Opens Debate on Capital Gains Tax and STT Ahead of Budget
India’s capital gains tax and Securities Transaction Tax (STT) have returned to the centre of financial policy discussions after Finance Minister Nirmala Sitharaman said the government was open to hearing investors’ views. Her remarks have raised expectations ahead of the Union Budget 2027-28, although no tax changes have been confirmed.…
India’s Changing Startup Map: Why Smaller Cities Are Attracting Entrepreneurs
India’s startup ecosystem is expanding beyond traditional metropolitan hubs, with Tier-2 and Tier-3 cities gaining importance in the country’s entrepreneurial landscape. Better digital connectivity, lower operating costs, local market opportunities and government initiatives are encouraging founders to build businesses closer to home. India's Startup Ecosystem Is Expanding Beyond Metros For…
TCS AI Revenue Crosses $3 Billion as IT Spending Patterns Shift
Tata Consultancy Services has reported annualised artificial intelligence revenue of $3.1 billion for the September 2026 quarter, highlighting the growing role of AI in enterprise technology spending. However, modest sequential growth signals that demand for traditional IT services remains under pressure. TCS AI Revenue Reaches $3.1 Billion in Q2 FY27…
Brazil Election Uncertainty Puts Climate Finance Investments in Focus
Brazil's 2026 presidential election is raising concerns among investors about the future of climate finance, green technology and carbon markets. With Luiz Inácio Lula da Silva facing Flávio Bolsonaro in an October 25 runoff, businesses are assessing whether Brazil's environmental investment policies will continue under the next administration. Brazil Presidential…