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#AIWithMC | AI deflation meets deep discounting: Why Indian IT margins are under pressure As of Q1, three out of the top five Indian IT services companies reported a sequential decline in operating margins -Indian IT faces aggressive pricing & AI-led deflation. -Clients cut deals, seek 20-30% discounts for AI focus. -Operating margins decline; AI deflation to worsen. Debangana Ghosh reports:  https://lnkd.in/g9iBXWRq #ArtificialIntelligene

#BankingWithMC | Life insurance surrender payouts overtake maturity benefits for third straight year in FY26 The rise in surrenders appears to be due to a combination of affordability pressures, product mismatch and weak retention incentives Malvika Sundaresan with details: https://lnkd.in/gjUBAtyD

#MarketsWithMC | Axis Securities sees up to Rs 1.9 lakh crore FPI inflows if Hormuz risk eases - Strait of Hormuz impacts India's Nifty 50 recovery. - Oil prices link Mideast conflict to Indian equities. - Nifty 50 could hit 28,615 or fall to 23,000. Read More: https://lnkd.in/dnjkhqeT

Private credit accounts for less than 1% of debt market, can grow manifold: Kotak Alts’ Rahul Chhaparwal -India's private credit market grew 35% to $12.4B. -Private credit can grow manifold from <1% of debt capital. -Focus shifts to hybrid financing as NPAs fall to 2.5%. Swaraj Singh Dhanjal reports:  https://lnkd.in/g4yuEAkn #Business #Bnaking

#MarketsWithMC | India’s 100-GWh battery pipeline may still leave key EV supply chains dependent on China - India's battery capacity relies on Chinese tech. - Upstream battery ecosystem largely undeveloped. - Domestic cell manufacturing to fall short of demand. Read More: https://lnkd.in/dJY4qWMA

Major relief to ZEEL as SAT allows fund raising from promoter, gives one week to complete the process -SAT allows Zee to raise funds via preferential warrants. -Zee can access mutual funds for operational expenses. -SEBI had previously penalized Zee, Goenka, and Chandra. Brajesh Kumar reports:  https://lnkd.in/dUMiqZyz #Zee

#Business | From Rs 8,000 loan to Rs 800 crore BIBA: How Meena Bindra turned a pocket-money idea into a fashion brand With a bank loan of just Rs 8,000, Meena Bindra began making and selling salwar suits from home. What started as a way to earn some pocket money eventually became BIBA, one of India's recognised women's ethnic-wear brands. Saurav Pandey with details: https://lnkd.in/g9Ud-dQ7 

#MarketsWithMC | The Big Bull’s biggest lessons: Rakesh Jhunjhunwala on trading, conviction and risk - Jhunjhunwala had distinct trading and investing views. - Trading: realistic goals, "trend is your friend." - Investing: optimism, dogmatism, patience, conviction Read More: https://lnkd.in/gKBfP_xn

#MarketsWithMC | One fund launch a day – Mutual Funds go for the kill with NFOs The pace has accelerated from roughly one new scheme every four days in June to nearly one a day in July and August. -Mutual fund launches surge, nearly 1 daily in July/Aug. -Passive equity products drive new fund launches. -NFOs are primarily driven by AMCs, not investors. Anishaa Kumar reports:  https://lnkd.in/gQbv7D6M #MutualFund

#MCExclusive | 🚨 Electronics trade gap: India spends $243 on imports for every $100 earned through exports -India's electronics exports boom, but imports surge. -Electronics trade gap reached $31.7B in Apr-Jul. Adrija Chatterjee report:  https://lnkd.in/g_mqYtMa #Trade