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PM Modi and Macron Launch 'Bharat Innovates 2026' in Nice, Pitching India as a Solutions Provider
En développement
Monde·2 g önceRésumé IA

PM Modi and Macron Launch 'Bharat Innovates 2026' in Nice, Pitching India as a Solutions Provider

Prime Minister Narendra Modi and French President Emmanuel Macron launched 'Bharat Innovates 2026' in Nice, highlighting India's role as a global solutions provider. The event showcased 120 deep-tech startups and attracted over 500 investors, with nearly $20 million in new commitments. The leaders emphasized bilateral cooperation in AI, climate change, and civil nuclear energy.

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Times of India
'Bigger theft, bigger reward': Rahul's 'chor bazaar' jab at BJP, EC over Bengal chief secy move
ACTU
12.05.2026

'Bigger theft, bigger reward': Rahul's 'chor bazaar' jab at BJP, EC over Bengal chief secy move

Rahul Gandhi and TMC have sharply criticised the appointment of former chief electoral officer Manoj Agarwal as West Bengal's chief secretary by the new BJP government. Critics allege this rewards Agarwal for his role in the recent Assembly elections, questioning the Election Commission's neutrality and the fairness of the polls. The BJP defends the decision, citing service rules.

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Times of India
Air India CEO Race Narrows to Four Candidates Including Tata, SIA Veterans
En développement
Business·04.05.2026Résumé IA

Air India CEO Race Narrows to Four Candidates Including Tata, SIA Veterans

Air India's CEO selection has narrowed to four candidates including current CCO Nipun Aggarwal and former Vistara CEO Vinod Kannan (now SVP at Singapore Airlines), with two expatriates also in the running. The board meeting scheduled for Thursday comes as the airline grapples with estimated losses of Rs 24,000 crore in the last financial year. This marks the third CEO hunt in just over five years since Air India returned to Tata Group in January 2022, with both promoters losing money and facing urgency to stabilize the airline.

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Times of India
Nipun Aggarwal emerges top candidate to succeed Campbell Wilson as Air India CEO
En développement
Business·02.05.2026Résumé IA

Nipun Aggarwal emerges top candidate to succeed Campbell Wilson as Air India CEO

Nipun Aggarwal, Air India's chief commercial and transformation officer, is the leading candidate to succeed Campbell Wilson as CEO, with Tata Sons in final stages of selection. Wilson announced his resignation earlier this month and may leave before his September tenure ends. The airline faces significant challenges including projected losses of over ₹20,000 crore in FY26, regulatory scrutiny after an Ahmedabad crash, and operational hurdles from closed Pakistani airspace forcing longer flight routes to Europe and North America.

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Economic Times
Indian Equities Offer Compelling Entry Point After Underperformance: Alok Agarwal
En développement
Business·01.05.2026Résumé IA

Indian Equities Offer Compelling Entry Point After Underperformance: Alok Agarwal

Alok Agarwal of Alchemy Capital Management argues Indian equities present a compelling opportunity for patient investors after MSCI India underperformed emerging market indices by over 50 percentage points. With Brent crude at $125 and FIIs having sold $20bn of Indian equities, Agarwal sees pessimism as the entry point. He favours metals and mining, capital markets, power infrastructure and defence sectors, while preferring PSU banks and smaller private lenders over large private banks.

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Economic Times
Crude oil spike temporary, will revert to $60-70 in 10 days: Abhay Agarwal
En développement
Business·30.04.2026Résumé IA

Crude oil spike temporary, will revert to $60-70 in 10 days: Abhay Agarwal

Piper Serica's Abhay Agarwal views the crude oil spike to $100 as sentiment-driven and temporary, expecting prices to revert to $60-70 within 7-10 days once geopolitical fears around the Strait of Hormuz subside. He identifies pharmaceuticals, EMS, and small banks/NBFCs as his top sector picks, arguing that mid and smallcap stocks will outpace largecaps as earnings drivers shift away from IT services and large private banks facing earnings risks.

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Economic Times
Indian IT Sector Bottoming Out, 20-30% Index Returns Feasible: Sandip Agarwal
En développement
Business·23.04.2026Résumé IA

Indian IT Sector Bottoming Out, 20-30% Index Returns Feasible: Sandip Agarwal

Sandip Agarwal, Fund Manager and Co-founder at Sowilo Investment Managers, believes the worst is behind Indian IT, with 20-30% index-level returns achievable in the near term. He explains the TCV-revenue disconnect as normal given 3-5 year contract conversion cycles and recent client indecision on AI spending. Despite 3-4% annual AI-driven deflation, large IT players can deliver 6-7% dollar revenue growth plus 13-14% EPS growth. He recommends avoiding ER&D exposure and sees FY27 as the cyclical trough with improved performance ahead.

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Economic Times