Strategy Financial News

10.02 / 07:29

markets Platform Strategy Netflix Experts Warner Bros Videos As Hollywood consolidates, India’s English OTT market faces a reset

Subscribe to enjoy similar stories. With Netflix recently striking a deal to stream all films produced by Sony Pictures Entertainment globally after their theatrical release—and potentially moving to acquire the massive Warner Bros library—the niche, urban, English-language OTT space in India is bracing for a significant shake-up. As global catalogues consolidate under fewer platforms, industry experts believe these international shifts will fundamentally alter consumer choices in India, forcing rivals like Prime Video and JioHotstar to rethink their strategies for targeting up-market, premium users.

10.02 / 01:53

markets UPS Target FIVE Manufacturing Strategy Cycling Five blue-chip auto stocks to add to your watchlist

Subscribe to enjoy similar stories. Auto stocks sit at the intersection of economic cycles, consumer demand, and capital discipline. When the cycle turns favourable, companies with scale, brand strength, and execution consistency tend to pull ahead, compounding value without drawing attention.

10.02 / 00:31

markets UPS Target Strategy President country reports JK Lakshmi Cement bets on capacity expansion to protect, grow market share amid industry-wide additions

Subscribe to enjoy similar stories. MUMBAI , NEW DELHI : JK Lakshmi Cement Ltd is sharpening its focus on protecting and selectively gaining market share in its core regions of North, West and East India, even as the country’s cement industry enters a phase of aggressive capacity additions by larger peers. The Singhania family-owned company, amongst the top 10 cement-makers of the country, recently announced a ₹3,000 crore expansion plan focusing on its core markets.

09.02 / 04:25

UPS Citi Target Strategy Southern Battlefield cover Ukraine seeks a war plan beyond killing as many Russian soldiers as possible

Subscribe to enjoy similar stories. NOVOMYKOLAIVKA, Ukraine—In this corner of southeast Ukraine, Russian forces are pummeling rear areas with drone attacks, seeking to sap the strength of Ukrainian defenders by cutting their supply lines. Snow-covered roads are littered with burned-out pickup trucks.

09.02 / 01:25

markets COST UPS Strategy performer Sporting bowling How to hedge a bubble, AI edition

Subscribe to enjoy similar stories. On February 8th sports fans watching the Super Bowl, an American-football game, will be treated to an advert for Claude, an artificial-intelligence chatbot. Those viewers who are investors with long memories might feel an unsettling sense of déjà vu.

09.02 / 01:25

markets UPS Provident Strategy Mobile voice Bharti Airtel’s tough choice: Investors want faster growth strategy using more debt or increased dividend payout

Subscribe to enjoy similar stories. Bharti Airtel Ltd’s consolidated Ebitda for the December quarter (Q3FY26) grew by 4.1% sequentially to ₹30,783 crore. India's mobile services Ebitda crawled up by 2.2% quarter-on-quarter (q-o-q), but the metric for the Africa mobile business rose at a faster rate of 6.8% in constant currency.

08.02 / 12:17

markets security Strategy Divinity performer country rights SIF rollout narrows to equity and hybrid plays, complex strategies stay off the table

Subscribe to enjoy similar stories. Nearly a year after the Securities and Exchange Board of India (Sebi) introduced Specialized Investment Funds (SIFs), the market has stuck to the equity long-short space and stayed far from debt plans. Since the product’s launch in April last year, every SIF that has come to market has fallen into just three of the seven strategies permitted by the regulator—equity long-short, equity ex-top 100 long-short and hybrid long-short.

08.02 / 12:17

markets UPS Binance Strategy Trade President Bitcoin One generation runs the country. The next cashed in on crypto

Subscribe to enjoy similar stories. In the depths of Donald Trump’s interregnum, his eldest two sons huddled in a Mar-a-Lago conference room with boyhood pal Zach Witkoff to conjure up a new money machine.

08.02 / 09:43

markets UPS Aviat Manufacturing Airlines Strategy Boeing China’s Comac wants to challenge Airbus and Boeing globally: Can it break their duopoly?

Subscribe to enjoy similar stories. Making passenger planes is an exceptionally daunting task. There are safety requirements and complex systems, not to mention sky-high costs.

08.02 / 09:43

markets Aviat Airlines Strategy show travelers International From flyers to faithfuls: Why IndiGo and Air India are racing to lock in loyal customers

Subscribe to enjoy similar stories. Fifteen months after launch of its loyalty initiative, IndiGo counts 10 million people on its BluChip programme, bringing the Gurugram-based airline at par with Air India's frequent flyer scheme, as the country’s two largest airlines battle it out for more customers. InterGlobe Aviation-run IndiGo, which launched its BluChip programme in September 2024, 107million passengers in calendar year 2025, data from India's aviation regulator show.

08.02 / 06:55

markets Strategy economy Trade country inclusion Surjit Bhalla: Viksit Bharat may hinge on deeper economic ties with the world’s most vibrant free market

Subscribe to enjoy similar stories. There are two basic elements to any successful development strategy: growth and redistribution. Over the last decade, the Narendra Modi government has been very successful with policies of redistribution.

08.02 / 06:29

markets IPO Provident Strategy Enterprise innovations Relationships Fractal Analytics’ 70x IPO: Why India’s top AI bet is debuting at a 26% discount

Subscribe to enjoy similar stories. India's leading pure-play enterprise data, analytics, and AI company, Fractal Analytics, is set to tap the capital markets through an initial public offering (IPO) that opens on 9 February. Fractal plans to raise ₹2,834 crore, at a price band of ₹857-900 per share.

07.02 / 06:27

markets Action Gap Strategy Analysis Gemini show AI Tool of the Week: Whiteboard your 30-page strategy with Gemini's nanobanana

Subscribe to enjoy similar stories. The AI hack we unlocked today is based onGoogle Gemini's nanobanana. Executives receive 30-page market analyses that sit unread on their desks.

06.02 / 14:03

FIVE Platform Strategy students reports testing Schools Why PhysicsWallah is betting on schools to fix what coaching can’t

Subscribe to enjoy similar stories. NEW DELHI: PhysicsWallah built its business by fixing what India’s school system often does not, helping students crack high-stakes entrance exams such as JEE and NEET. Now, in a counter-intuitive next phase of growth, the edtech company is betting that the only durable way to improve coaching outcomes is to go back and fix school education itself.

06.02 / 00:41

markets COST UPS Citi Target Strategy exclusive Motilal Oswal Group targets 10 owned office towers across major cities by 2028

Subscribe to enjoy similar stories. Having built a distinct mark as one of India's prominent diversified financial services groups, Motilal Oswal Group is now stepping up its focus on physical infrastructure. At a time when co-working spaces are booming and companies are pursuing asset-light, flexible office models, the group is investing heavily in owned office towers.

05.02 / 11:13

UPS Progressive Entertainment Strategy wellness love Relationships When your loved one has a new loved one (and it’s AI)

Subscribe to enjoy similar stories. It started as an innocent hobby. To entertain and distract herself while going through a divorce, Erika Acheson used Anthropic’s Claude to build a bot that generates images based on prompts from her and her friends.

05.02 / 02:15

markets UPS Gap Strategy economy Align stage High-level committee on banking: What it should focus on to strengthen India’s financial system

Subscribe to enjoy similar stories. Finance minister Nirmala Sitharaman announced the formation of a “high-level committee" on banking in her budget speech for 2026-27. While she offered no details, the FM did say that this panel would be tasked with reviewing the banking sector and aligning it with India’s next phase of growth.

04.02 / 14:17

markets UPS CEO Strategy Food President International Pizza Hut reset in focus as Devyani International appoints new CEO

Subscribe to enjoy similar stories. BENGALURU : Quick service restaurant (QSR) operator Devyani International Ltd is planning to turn around its loss-making Pizza Hut business, which has proven to be an Achilles’ heel for the company over several quarters. Manish Dawar, the incoming president and chief executive, said the company will add zero net new Pizza Hut outlets in calendar 2025 and 2026, shifting attention instead to fixing the fundamentals.

04.02 / 04:57

UPS Provident FIVE Manufacturing Strategy Sustainability Trade How the budget’s reforms will help India gain an export edge and make the most of its trade deals

Subscribe to enjoy similar stories. India’s budget for 2026-27 has been presented at a time when the global landscape is being reshaped by geopolitical fragmentation, supply chain reconfiguration, rising protectionism and unprecedented trade-policy uncertainty. Given the global backdrop, the budget reflects a clear strategy of sustaining India’s development agenda while addressing emerging vulnerabilities and transforming external pressures into opportunities to strengthen the foundations of the economy’s long-term competitiveness.

04.02 / 01:51

Strategy economy Trade President Experts country Relationships India’s middle-power strategy won it a reprieve from Trump’s sky-high tariffs

Subscribe to enjoy similar stories. When Canadian Prime Minister Mark Carney declared at Davos that middle powers should deepen their economic ties to navigate the era of great-power politics, India was already showing how it was done. After President Trump imposed 50% tariffs on India’s exports to the U.S., among the highest in the world last year, New Delhi powered ahead on trade deals with other economies, strengthening its hand in negotiations with the U.S.

04.02 / 01:21

COST UPS Citi security Strategy country reports D2C brands go offline, powering a mall leasing boom

Subscribe to enjoy similar stories. Bengaluru: Direct-to-consumer (D2C) brands are emerging as one of the biggest drivers of mall leasing in India, as customer acquisition costs rise online and the need for physical visibility pushes them offline. Direct-to-consumer brands accounted for 27% of India’s total retail leasing in 2025, up from 25% in 2024, according to a report by Coldwell Banker Richard Ellis (CBRE), the world’s largest commercial real estate services and investment firm.

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