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Infosys secured significant large deals in the December quarter, exceeding revenue expectations. A one-time impact from labor code changes affected profits. The company also increased its FY26 revenue growth forecast. This follows positive results from peers like TCS and HCL Tech. Clients are adopting new AI technology platforms. Infosys saw its headcount rise and attrition rates fall.
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News and Media
Overseas capital in Indian equities has shifted structurally, with US and European investors now dominating over traditional tax havens like Mauritius. Tighter tax norms and regulatory disclosures, including the principal purpose test and beneficial ownership rules, have reduced the appeal of Mauritius, leading to significant withdrawals from Indian equities in 2025.
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News and Media
International investors await a crucial Supreme Court verdict on Tiger Global's tax case. This ruling will significantly impact how foreign funds structure their investments in India. The decision could redefine tax implications for indirect transfers and the validity of tax residency certificates. Investors are closely watching for clarity on tax rules and their potential impact on future investment decisions.
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News and Media
The Reserve Bank of India has enhanced its review mechanism for customer complaints within regulated entities, mandating a senior-level review before rejection or partial resolution. This move aims to ensure speedy and meaningful grievance redressal, with internal ombudsmen playing a key role in oversight and reporting to the board's customer service committee.
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News and Media
Indian equity markets are in a wait-and-watch mode, awaiting clarity on tariffs and the Union Budget's capital expenditure focus. CIO-Equities Chakri Lokapriya highlights selective opportunities in sectors like IT, metals, and banking, while advising caution on insurance and quick commerce due to persistent competitive pressures and margin concerns.
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News and Media
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