Indian IT Stocks have Tough Time Ahead

The stocks of Indian IT companies are bleeding following the launch of Anthropic, a new Artificial Intelligence (AI) model. The prices of stocks of Indian IT companies have fallen by more than 15% in the last one month. This AI model is capable of replacing software coders and programmers. Particularly in the case of the Indian IT sector, Software as a Service (SaaS) is the main business and revenue source. Such AI models are expected to make the Software as a Service (SaaS) business almost dead! For Indian IT companies, this is news which they never imagined but are now facing. This is a kind of Kodak Moment for the Indian IT sector! Nokia also experienced this and could never recover despite its complete dominance!

The said AI model and such other models are expected to completely disrupt and shake the global IT sector, and the ramifications may be even broader than assumed! However, there is also a possibility that the buzz around AI may prove to be hype, like initial opposition to calculators and computers!

As of now, for a person, AI and its impact on businesses and humanity may be a mystery. Numerous questions are floating around with no final answers. However, for the Indian IT sector, the AI models present a deflection point. People across India are wondering to find the answers to these questions: Why are the stocks of Indian IT companies bleeding on the stock exchanges? Is it just because of disruptive innovation? Or something else?

Budget 2025-2026: Modi Government's Big Bet on Youth

India's Union Budget 2026-27, presented by Finance Minister Nirmala Sitharaman on February 1, 2026, emphasized "youth-driven growth" to capitalize on the demographic dividend through education, skill development, and digital tools. The government has allocated approximately ₹1.4 lakh crore for the education sector in the 2026-27 budget. Key budget announcements include safe housing for female students, youth skill centers, and AI platforms like BharatVistaar, all aligned with the goals of a developed India.

Demographic Dividend as an Engine

Education, skills, youth, and students are crucial pillars of India's vision of a developed India. Translating our demographic dividend into a high-productivity workforce is not just an option but a necessity for becoming a developed nation by 2047. These not only promote inclusive growth, innovation, and economic resilience, but also align with India's ambitions of achieving a $30 trillion GDP and global leadership in services and manufacturing. The Union Budget 2026-27's education, skills, youth, and student schemes are built on this foundation. 

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Narendra Modi in the Epstein File: A Pressure Tactics

The US Department of Justice has released a large cache of documents relating to the Epstein Files, and some of those contain the name of Prime Minister Modi. No one knows the facts behind this so-called revelation, but one thing is crystal clear from the timing of this revelation. The trade negotiations between India and the US have been going on for a long and India has been stubborn and rejecting any possible entry of the US in the Indian agriculture and dairy sector, while the US wants India to open these sectors for American imports. The Trump Administration is under huge pressure from the dairy sector, and corn producers lobby after the Chinese strike on American exports of corn to China. The US is desperately searching for new markets for its agricultural products and dairy sector, and India is the largest market for these products.

Harmony not Conflict

Both discrimination and equality are relative terms, defined according to convenience. Coincidentally, both terms are universally integral parts of society and exist in some form or another, and will always continue to exist in some form.

Whether we accept it or not, discrimination exists in society and is manifested at every level in some form. This discrimination is a form of poison that may or may not kill an individual, but it certainly weakens society and the nation. Therefore, a society free from discrimination and based on equality is not just a necessity, but indispensable for a healthy society. However, it is also the responsibility of society to strive for equality by eliminating all forms of discrimination and exploitation; not by empowering one segment of society while disempowering another.

Today, despite having a society, India's society has become very weak, and the tasks that should be the responsibility of society are now being performed by the government. The Indian government enacted a law to stop the dowry system because daughters were being brutally burned alive for dowry. Similarly, a law was made to prevent discrimination against the Dalit community. Prevention is necessary. Therefore, laws were enacted to prohibit dowry and to prevent discrimination against the Dalit community. The laws are functioning as intended, but neither of these laws has been able to bring equality to society nor eliminate discrimination. Instead, they have taken on a different form and have become instruments of discrimination and reverse discrimination.

Trump’s Tariffs, Global Chaos and Opportunities for India

The aggressive tariff policy followed by the US president is shaking up the world economy, old alliances and the old world order. President Trump has not only imposed tariffs on its trading partners but has also blocked the WTO's rules, shattering the institution. He is pushing for the purchase of Greenland while regularly striking India through policy initiatives or statements. ‘America First’ policy and Trump’s MAGA are cracking the global order and alliances. In the case of Europe, the issue of Greenland is becoming a bone of contention among the NATO partners (the US and the European countries). His policy choices are ransacking and negatively affecting the trade, alliances and trust everywhere. This move by Trump would have broader consequences for the world, the US and the US dollar in the coming days.

Tariffs Demolish WTO Rules

The US President Trump's 2025 tariffs are going completely against the WTO rules. The US is ignoring WTO limits as per WTO rules on non-discrimination and fair disputes. The WTO's Appellate Body, the dispute settlement body of the WTO, has been in crisis since 2019. The US has blocked the appointment of new judges, raising the issue of overreach and sovereignty. This has weakened the Appellate body, and as a result,t the unilateral tariffs imposed by the US remain unpunished. China has filed complaints against the US challenging the US tariffs, but nothing happened, and nothing is expected to be enforced because ofthe dominant position of the US in the WTO. It is pushing other countries to opt for solo protectionism and focusing bilateral and regional alliances. This has led to friendshoring. As per the UN forecast, post-Trump’s tariffs, the global growth has dipped to 2.7% in 2026.

A R Rahman: Music Composer Turns Hitman

According to A.R. Rahman, 'Chhava' is a communal film, yet the Hindu-majoritarian filmmakers of this communal film allowed A.R. Rahman to compose the music, and he happily composed the music for Chhava. It seems both the filmmakers and he have very big hearts. The filmmakers gave him work despite him being Muslim, and he contributed his music to the film despite it being communal! Or perhaps he only found out the film was communal after it was made, and the filmmakers only found out he was Muslim after the film was made. Well, it worked out for both of them.

Anyway.

In this same Bollywood, Shah Rukh Khan, Salman Khan, Aamir Khan, and Saif Ali Khan are big stars, but even people like Emraan Hashmi, Nawazuddin Siddiqui, Huma Qureshi, Arshad Warsi, Nushrratt Bharuccha, and Nargis Fakhri are getting work. Aren't they Muslim?

Who is Next? Russia, Chana or India

We all may have an illusion that we, as human beings, have become a civilised race, but the fact is that we still are living in those same barbaric days when muscle power used to decide who would own the land. Even today, if you don't have muscle power, you have no sovereignty and dignity. Anybody can snatch from you, and if you resist those powerful people, they will kill you, declaring you a threat to the human race!

Saddam Hussein, Muammar Gaddafi and Nicolas Maduro (yet to be killed) were overthrown and killed by the US. Not because they attacked the US, but because they challenged the US hegemony and the Petro-Dollar to survive the US sanctions!

Investment in Indian Companies is an Investment in the Indian Eonomy

Mark Mobious of Mobious Capital thinks that Sensex will soon touch the high of 1,00,000 points. Not only this, but he thinks that investment in Adani or any such companies is an investment in India!

Is it really so and that simple?

Truly speaking, yes. This is 100% correct. These companies are one of the three stakeholders of the Indian economy. Two other stakeholders are consumers/citizens and regulators/ government. It is the regulator's duty and responsibility to ensure that the interests of the two other stakeholders are taken care of while ensuring capacity and capabilities building in the economy. However, whenever there is any effort by the government to provide support to businesses, there are controversies. It's not a trend of the day but a historical fact! There is a political narrative out there that claims that the investment in companies, and particularly Adani, is corruption and perhaps a crime!

SJ-100 MoU to Revolutionise Indian Regional Aviation Sector

India's HAL and Russia's UAC have signed an MoU in Moscow to produce the SJ-100 commuter aircraft in India, under which India will have the rights to manufacture civil commuter aircraft SJ-100 for domestic usage. SJ-100 is a small commuter aircraft.

This will mark the beginning of a new era in India's civil aircraft manufacturing sector. This will lead to the development of indigenous aircraft technology in India in the long term. India has a history of improvising technology in such a way that it becomes cheaper while maintaining the quality. So, one can expect that India will soon produce cheap small aircraft.

Not Adani Group but India is Target

In modern times, assassinations are not aimed at killing the human body. Rather, the assassin focuses on killing the spirit and image of the person. In this process, they first create an alternative perception and narrative about the targeted entities/individuals. Once it is done, they try to erase the person.

The Deep State first employed the short trader Hindenburg, but it couldn't hurt much. Now, the Deep State has hired a better assassin, the Washington Post, to make a killing against an Indian MNC that strategically put forth the Indian interests in a dynamic geopolitical stage of drama.

They have been successful in creating an alternative perception about the Adani Group over the years. You ask any naive person on the road, and that person, with no hesitation, will charge the Adani Group with the allegations of corruption. You ask a single question, 'How?' and that person will fumble and possibly skip the question or run away!