A scenario analysis by Citrini Research flags long-term structural risks to India’s services surplus even as official data show strong export growth and macro stability ...

GDP series shows India’s shift toward an investment-led growth model, with Manufacturing hitting 11.5% in FY26.

Artificial intelligence's biggest critique has been on identifying its business model for years, and aside from impressive ...

For decades, software companies and services firms have made poor partners. There are very few examples of software ...

Gold and gold mining ETFs are still a buy as central bank demand, de-dollarization, and deficits support prices. Read more ...

Procurement is at a defining moment. After decades of steady improvement driven by digitisation, process optimisation, and ...

Aker BP offers a compelling dividend accumulation play, with a 9% yield and a 5% annual dividend growth target. Click to read my latest analysis of AKRBF stock.

Enterprise AI adoption looks strong, but real ROI lags. Why coordination theater, shadow IT and stalled redesign are distorting compounding value.

AI chips, models, and data are generally seen as the limiting factors for AI growth. But Caspar Herzberg, CEO at Aveva, ...

Opportunities in the business and private jet market lie in persistent demand from high-net-worth individuals and corporate travel needs, especially in regions like APAC and the Gulf. Creative ...

Explore key insights from Citrini Research's provocative report on AI's potential impact on software stocks and the economy.

For decades, infrastructure in India has followed a familiar cycle. The government builds an asset—a highway, a transmission line or a port terminal. The asset ...