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Friday, February 20, 2026
TopicEmkay Global Financial Services

Topic: Emkay Global Financial Services

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

Ameya Karve -
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%

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

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Opinion

Cautious optimism — India’s new relationship with Tarique Rahman’s Bangladesh

Sushant Sareen -
Both Bangladesh and India will have to work together to repair the damage done during the Yunus administration.

5 yrs of Ukraine war—why Delhi must de-hyphenate Moscow from the West

India can sell its vision, but it can’t spectacle its way to AI power

Economy

In the West, there’s anxiety. In India, optimism—Rishi Sunak says India poised to be leader in AI

Vrinda Tulsian -
On Wednesday, the former UK Prime Minister Rishi Sunak was speaking in New Delhi at a Carnegie & Observer Research Foundation event on AI.

Defence

Embraer moves full throttle in pursuit of IAF contract, ties up with Hindalco after Adani

Snehesh Alex Philip -
IAF is firming up plans to revamp airlift capabilities with medium transport aircraft that will be assembled in India & serve as its main workhorse. Embraer is leading contender as of now.

National Interest

The new Great Game—Trump’s playing for time, China for leverage & India for wiggle room

Shekhar Gupta -
This is the game every nation is now learning to play. Some are finding new allies or seeing value among nations where they’d seen marginal interest. The starkest example is India & Europe.

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