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New Delhi: India’s automakers could be heading toward another semiconductor supply squeeze—this time triggered by the artificial intelligence (AI) boom. As chipmakers shift manufacturing capacity toward high-bandwidth memory (HBM) for AI data centres, supplies of conventional memory chips used in vehicles are tightening, driving up prices and raising supply risks for the industry.This could mark the third major supply disruption for the auto industry in recent years, after the rare earth magnet crunch triggered by China’s restrictions last year, and the global semiconductor shortage during the covid pandemic years of 2020-22.At least two industry executives said that if supply pressures persist, automakers may start facing shortages by the end of the next financial year (FY27).“Internal estimates suggest that the supply crunch will get serious towards the last two quarters of the next financial year, which is why there is a rush to prepare now,” one of the executives mentioned above said on the condition of anonymity.The issue was earlier flagged to analysts by Mahindra and Mahindra Ltd (M&M), which makes electric cars, and e-two-wheeler manufacturer Ather Energy Ltd.“Memory chips are something that is a supply chain risk/price sensitive thing because shortage obviously is driving premiums in memory chips,” M&M executive director Rajesh Jejurikar told analysts and investors on an 11 February earnings call.

KKR plans to own multiple independent platforms for renewable energy assets in India, a key market for the global private equity giant, where it is betting on infrastructure and financial services to consumer technology.KKR is vying for larger assets, such as Sprng Energy and Gentari, directly through its Asia fund, rather than via its renewable energy platform, Serentica. "The idea is to have multiple energy platforms in the country," said a person with knowledge of the firm's strategy.“The assets are large, and Serentica does not have the debt gearing or equity to finance those deals.

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Mint. “With the population and purchasing power that the country has, companies can't afford to make solutions which are not designed with the Indian price point in mind.”Qualcomm's chief executive Cristiano Amon had announced the AI-focused $150 million fund at the India AI Impact Summit held in Delhi last month.

PTI last week, Sebi chairman Tuhin Kanta Pandey said that while the regulator has no concerns about the futures segment of the derivatives market, it remains watchful of speculative trading in short-dated options. Index options turnover has grown even as cash market activity has fallen despite the regulatory curbs.Combined average daily premium turnover (ADT) of index options such as Nifty and Sensex rose 5% even as combined cash market ADT dipped by almost 8% in the current fiscal through 9 March (FY26), from the same period a year ago.In absolute terms, index options' ADT rose to ₹67,143 crore from ₹63,828 crore in the period under review, while cash market ADT slipped to ₹1.12 trillion in the current fiscal (1 Apr 2025 -9 Mar 2026) from ₹1.22 trillion in FY25 (1 April 2024-7 Mar 2025).The rise in combined options turnover comes despite regulatory curbs such as limiting index options expiry to one per exchange from multiple earlier, and tripling contract sizes to ₹15-20 lakh from ₹5 -10 lakh, among other measures, since November 2024.The National Stock Exchange (NSE) offers weekly Nifty options every Tuesday while the BSE offers Sensex options every Thursday.Market analysts attributed the growth to volumes shifting from discontinued liquid weekly contracts on the NSE such as Bank Nifty, Midcap Nifty and Finnifty to Sensex options.Prior to November 2024, the NSE ran four liquid weeklies including Nifty while BSE's only liquid contract was the Sensex options contract.

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DGCA), and uploaded on its website, has proposed that foreign carriers register on the civil aviation ministry’s e-governance portal and submit applications online to obtain operating authorization before launching flights to India.Such approvals are currently largely handled through correspondence-based submissions to the regulator, with documentation requirements determined on a case-by-case basis. The new system aims to replace that with a uniform portal-based process."An airline shall register itself on E-Governance of Civil Aviation portal… by creating unique login ID and password (Login Credentials) and providing ....

airlines are required to deploy an additional pilot. This typically means operating the flight with an augmented crew consisting of a captain and two first officers.The aviation safety regulator is conducting a safety assessment and could possibly agree to grant such exemptions, according to the official quoted above.

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Dixon will be able to manufacture display modules locally in India. Display modules account for roughly 10-12% of the bill of materials in smartphones.“This foray into display modules deepens Dixon’s presence in the component ecosystem, with the level of backward integration in smartphones expected to rise by about 10-12% from 16-17% now,” said Emkay Global Financial Services.Dixon is expected to produce around 24 million smartphone displays and 2 million laptop displays annually in the first phase.

On 9 March the union government issued an order under the Essential Commodities Act, 1955 that discouraged companies which receive pooled gas supplies from legally challenging its decision to divert natural gas to priority sectors.The move comes amid concerns over possible supply disruptions caused by the ongoing West Asia conflict, which has affected liquefied natural gas (LNG) shipments through the Strait of Hormuz.Mint explains what the order says, the legal basis for it, and whether courts can still entertain challenges from affected companies.The ministry of petroleum and natural gas issued the natural gas (supply regulation) order, 2026 to deal with potential LNG shortages. The order introduced a four-tier priority framework for allocating natural gas.

As the dust settles on India’s recent AI summit—optimistic in tone, ambitious in scope—a harder question demands an honest answer. What does the next wave of artificial intelligence mean for a sector that has served as a key economic engine for three decades? Information technology (IT) services generate over $254 billion in annual exports, employ 5.4 million professionals and finance a merchandise trade deficit that has breached $300 billion. Software exports are a success story.

Senior citizens increasingly find themselves in court, fighting to reclaim homes they once “gifted” to their children or daughters-in-law, while heirs insist that “a gift is forever”.Under the Transfer of Property Act, 1882, a gift is generally irrevocable unless it carries a valid, agreed contingency for revocation under Section 126. Recent Supreme Court rulings confirm that if a gift deed is absolute and doesn’t include a revocation clause, the donor (the person gifting) cannot cancel it on their own.

A Japanese maker of high-tech toilets has been causing a splash in the world of artificial intelligence (AI). Activist investor Palliser Capital recently called on the management of Toto, best known for its Washlet bidets, to highlight that the firm is a growing AI play, thanks to its advanced ceramics segments. Toto is the “most undervalued and overlooked AI memory beneficiary,” Palliser wrote.

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Indian banks are losing ground among working-age savers, even as retirees return in growing numbers to park money in fixed deposits and savings accounts.Recent data from the Reserve Bank of India shows the share of deposits held by working Indians aged 25 to less than 60 has steadily declined over the past two years, highlighting how younger savers are no longer reliant on banks to grow their money.The working population held 55.46% of retail deposits in December 2025, down from 57.41% in March 2023, the earliest comparable data. That is a change of 195 basis points (bps).By contrast, the share of depositors aged 60 and above rose sharply to 40.6%, from 38.25% as of March 2023, up 235 bps.

If proof were needed that even after decades of globalization, the world isn’t flat, Iran’s chokehold over the Strait of Hormuz is providing plenty. The opposing view might be summarized in four words, ‘The Revenge of Geography,’ the title of geopolitical analyst Robert Kaplan’s prescient book more than a decade ago.

₹18,500 per 100 kilograms in January, natural rubber price has risen to ₹21,600 in March so far. Soaring crude oil prices would add to this pain.