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Tuesday, March 31, 2026
TopicEmkay Global Financial Services

Topic: Emkay Global Financial Services

Be wary of optimistic Indian analysts predicting growth in earnings, warns Emkay

Analysts have a poor track record of predicting annual earnings at the top 50 companies in India and their latest estimates may not be any different.

The worst is yet to come for India’s rupee as crude oil bill jumps by 76%

The current-account deficit is also said to widen by 2.5% of the GDP as prices of commodities continue to rise.

On Camera

How West Asia crisis can play out for PM Modi and BJP in Assembly polls

While the Russia-Ukraine war saw the BJP projecting PM Modi as a ‘vishwaguru’ who could end international conflicts, the party has made a nuanced shift in its electoral strategy vis-à-vis the West Asia war.

Foreign investors dump record $12 bn India stocks in March on war

Soaring energy costs have hurt oil-importing Asian peers, but the scale of outflows from India points to already bearish global sentiment.

India developing lethal autonomous weapon systems, database of citizens’ crime risk—House Panel report

Report on impact of AI emergence—drawing upon depositions from several ministries—confirms that the developments come in the absence of AI laws or considerations over them.

Gulf war exposed India’s fragilities. It’s time for navel-gazing, in the national interest

It’s easy to understand why the government can’t speak the hard truth. When this war ends, as all wars do, India’s interests will lie with both the winner and the loser.