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India’s GCC momentum: No longer offshore units, they are growth and job creation engines — and why they can’t be ignored

India’s Global Capability Centre (GCC) ecosystem is entering a decisive phase. Long seen as cost-efficient offshore back offices, GCCs are now becoming central to how global corporations build products, deploy technology and make strategic decisions. With evolving hiring patterns, and traditional IT services firms feeling the heat, the GCC story has moved well beyond topline…

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December PMI data: Services growth cools down to 11-month low; hiring momentum weakens at year end

This is a representative image. India’s services sector lost momentum at the end of 2025, with growth moderating in December as incoming demand softened and companies held back on hiring, according to a monthly survey released on Tuesday. The seasonally adjusted HSBC India Services PMI Business Activity Index declined to 58.0 in December from 59.8…

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India Equity Strategy 2026: Capex revival likely to gain momentum; defence, capital goods, infrastructure set to benefit

India’s capital expenditure upcycle is showing early but credible signs of revival, with several investment-linked sectors likely to benefit over the next two to three years, according to Antique Stock Broking’s India Equity Strategy 2026. Improving macroeconomic conditions, policy support and rising private and household investment are laying the groundwork for a broader capex recovery.As…

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Export resilience: Tariff-hit 2025 tests India’s trade, but diversification keeps momentum intact for 2026

India’s exports weathered a turbulent 2025 marked by steep US tariffs, geopolitical disruptions and global trade uncertainty, with exporters adapting by diversifying markets and products –a strategy that officials and industry expect will support steady growth into 2026, PTI reported.Despite a 50% duty imposed by the US on Indian goods during the year, exporters recalibrated…

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IT reset: Indian tech stocks search for momentum after a long slowdown; AI shifts from pilots to payoffs

After nearly four years of underperformance, India’s information technology stocks are entering 2026 with expectations shaped more by realism than hype, as investors assess whether artificial intelligence can finally revive growth after a prolonged slowdown.The Nifty IT index is trading close to a four-year low, a sharp reversal from the pandemic-era boom that once made…

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Infra output: Eight core sectors grow 1.8% in November; cement and steel lift momentum as energy drags

Eight core infrastructure industries recorded a modest expansion in November 2025, with overall output rising 1.8% year-on-year, supported by strong growth in cement, steel, fertilisers and coal, official data released by the Ministry of Commerce & Industry showed.The combined Index of Eight Core Industries (ICI), which accounts for 40.27% of the Index of Industrial Production…

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