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.
Author: news.ayen.in
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.
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.
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.
India Infrastructure Sector Growth Slows as Global Commodity Price Volatility Bites
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.
China’s Industrial Overcapacity Emerges as Flashpoint in EU-Beijing Trade Tensions
European policymakers are increasingly focused on Chinese overcapacity in wind energy solar panels and EV components as a source of unfair trade competition.
India Secures Seat at BRICS 2026 Tourism Working Group Reflecting Growing Global Influence
India’s new leadership role in the BRICS Tourism Working Group signals its broader strategy to leverage multilateral forums for economic diplomacy and soft power projection.
Venezuela’s Maduro Capture Underscores Trump Administration’s Assertive Latin America Policy
The Trump administration’s successful capture of Venezuelan President Nicolás Maduro is reshaping political and business dynamics across Latin America say analysts.
Middle East War Pushes Global Oil Supply Concerns Back to Centre of Market Attention
Energy analysts warned that despite the Iran ceasefire ongoing instability in the region is keeping global oil supply disruption risks elevated affecting markets worldwide.
India-France Rafale Deal Includes Offset Clauses Boosting Domestic Aerospace Industry
The finalized 114-jet Rafale deal with France reportedly includes significant offset clauses that will channel billions of rupees into India’s domestic aerospace manufacturing ecosystem.