India’s core sector growth declining to 1.7% in April 2026 was attributed to global commodity price volatility linked to the Middle East conflict and energy supply disruptions.
Month: May 2026
Ross Stores and Dell Technologies Headline Upcoming Earnings Reports This Week
Investors are watching closely for upcoming earnings releases from Ross Stores and Dell Technologies which are expected to provide signals about consumer spending trends.
Zoom Reports Strong Quarterly Earnings Beating Revenue Estimates
Video-conferencing company Zoom reported quarterly earnings that exceeded Wall Street estimates continuing its recovery narrative in the post-pandemic hybrid work economy.
India’s Defence Manufacturing Ambitions Boosted by Rafale Jet Maintenance and Transfer Deals
Analysts noted that the Rafale deal includes provisions for Indian defence manufacturing and technology transfer which aligns with the government’s Aatmanirbhar Bharat goals.
US Power and Utilities Sector in Focus as Energy Demand From AI Data Centres Soars
EY identified the US power and utilities sector as a key investment theme for 2026 driven by surging electricity demand from artificial intelligence data centres.
Biomedical Innovation Platform Launched in India to Accelerate Drug Development
India unveiled a new national biomedical innovation platform aimed at accelerating domestic drug discovery research and reducing dependence on foreign pharmaceutical supply chains.
US Playbook of Industrial Interventionism Going Global in 2026: Lazard Analysis
A Lazard report found that Washington’s fusion of economic nationalism and transactional dealmaking is being adopted in varying forms by governments worldwide in 2026.
Argentina-Style Fiscal Deregulation Gaining Momentum in Latin American Emerging Markets
EY’s geostrategic report found that Argentina’s radical deregulation experiment is influencing economic policy discussions in other Latin American emerging market economies.
Micron’s AI Memory Rally Sets Stage for Broader Semiconductor Sector Re-Rating
Investment analysts said Micron’s $1 trillion market cap milestone could trigger a broader re-rating of the global semiconductor sector as AI-driven memory demand projections rise.
India State Elections Unlikely to Disrupt Economic Reform Trajectory: EY Analysis
EY’s geostrategic report assessed that upcoming Indian state elections pose minimal risk of derailing the country’s broader economic reform and liberalisation programme.