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Sowilo’s Sandip Agarwal on AI fears after Citrini’s 'The 2028 Global Intelligence Crisis' viral report
Caprini's viral 'The 2028 Global Intelligence Report'warning about economic disruption contributed to market volatility, but Sowilo Investment Managers’ Sandip Agarwal said the reaction may be driven by fear rather than fundamentals.
Global investors stung by AI could turn to India, lured by domestic demand, growth
India's economy is poised for strong growth, attracting foreign investment. As global AI markets face a shakeout, India's domestic demand and improving currency offer a compelling alternative. This shift could see billions in foreign capital return, fueling further market expansion. Investors are looking to India for sustained long-term growth opportunities beyond the AI boom.
AI has the potential to lift global annual GDP growth by up to 0.8 percentage points, says IMF's Kristalina Georgieva
AI has arrived; it is here. Investment is surging into data centers, power plants, and neural networks. It is like when the world was building the railways: the old ways of doing things will be changed forever, and this time it will be much faster, said IMF Managing Director Kristalina Georgieva at the India AI Impact Summit. AI will bring opportunity and challengeand it is for us to maximize the benefits, she noted. IMF estimates, AI has the potential to lift global annual GDP growth by up to 0.8 percentage points. This is a vast upside potential, she stated but will massively transform the world of work. There will also be dislocation linked to the sheer pace of changemany jobs in the middle that AI will not enhance but rather replace, she noted.
UPL looks to combine global and local crop protection business as part of second major reorganisation
UPL Limited is embarking on an ambitious journey to merge its global and regional crop protection divisions. This strategic initiative is designed to enhance efficiency and streamline operations within the company. Key players, including the Abu Dhabi Investment Authority and TPG, are backing this evolution.
Tata Investment Corp. shares rises 18% in 5 days on N Chandrasekaran’s likely third term at Tata Sons
Tata Investment Corporation shares have surged over 18% in five days, driven by speculation that N Chandrasekaran will secure a third term as Tata Sons Chairman. This development is significant as Tata Sons holds a majority stake in the company. The stock's rally is supported by strong technical indicators and growing retail investor interest.
Coke, Mondelez see India as a top priority market
Global giants Coca-Cola and Mondelez have identified India as a key growth market, signaling significant investment and strategic focus. Coca-Cola plans to enhance technology and optimize equity, while Mondelez aims to expand its volume-led growth engine, leveraging its strong local presence and manufacturing capabilities. Both companies see immense potential in the Indian consumer landscape.

Industry body requests SEBI to defer RBI’s 100% bank guarantee rule implementation by six months
ANMI asks SEBI to halt RBI’s 100% cash collateral rule for CMIs, warning it could harm market liquidity and foreign investment, citing global precedents.

FedEx to invest ₹2,500 crore to build cargo hub at Navi Mumbai Airport
The investment comes ahead of Mumbai airport cargo shutdown, positioning NMIA as a key logistics link connecting India to global trade routes.

FII inflows into India since US trade deal top $2 bn, worst of rupee’s fall behind us: Goldman Sachs
Sunil Koul, Global EM Equity Strategist at Goldman Sachs expects foreign investment to return to India, driven by three factors: the Indo-US trade deal removing a key uncertainty, strong global inflows into emerging markets, and investors diversifying away from volatile tech stocks — making Indian equities an attractive destination for capital.

Prefer retail NBFCs over gold lenders; avoid BPOs, mid-tier IT firms on watchlist: Deven Choksey
Deven Choksey, Managing Director of DRChoksey Finserv said the BPO sector is seeing AI-led change, but revenue model clarity is still evolving, so no firm investment view has been taken. In IT, some mid-tier companies offering product solutions may see contract wins, but they are not yet part of the firm’s recommended list.

Info Edge to pump ₹30 crore into Startup Investments Holding
Info Edge approved a ₹30 crore investment in SIHL via 14,01,214 CCDs. Shares of Info Edge (India) Ltd ended marginally lower on Tuesday, February 17, by 0.10% at ₹1,124.10 on the NSE.

S45 introduces India’s first AI-native investment banking platform; secures $5 mn capital from RTP Global
S45 launched India’s first AI-native investment banking platform at the AI Impact Summit in New Delhi, raising $5 million from RTP Global to automate IPO processes amid record IPO volumes in 2025.