AI

Markets

Indian Stock Market Falling Despite 7.8% GDP Growth: 5 Reasons Why

Where this post comes from: This post explains the Indian stock market falling trend, and why it is happening even as the economy grows. The…

Analysis

India’s AI Treasure Map: 48 Stocks, One Free Index

Goldman Sachs’ India AI Enablers list is proprietary. NSE’s new Nifty AI Catalysts Index, launched six days before Goldman’s report, is free, public, and covers a lot of the same ground — 48 stocks across the wiring, power and infrastructure that AI runs on.

Analysis

India’s Hidden AI Story: The Companies Building the Backbone

Press Insider reports that Goldman Sachs has spotted 42 Indian companies building the power, data centre and chip backbone that AI needs, up about 60% this year. Here is what it means, in plain words.