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Kotak Institutional Equities

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Situations

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AI disruption and labor shifts in India's IT sector

15 clusters · 64 sources · last updated

Latest: India white-collar hiring rises 14% in August led by AI roles

Since July 2026, India’s export-oriented IT model has been strained by rapid generative-AI adoption and a severe shortage of GPU capacity. Early-stage programmer hires fell 44% year-on-year, pushing overall IT vacancies

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India mobile phone manufacturing expansion

2 clusters · 6 sources · last updated

Latest: India mobile manufacturing expands to over 300 units by 2026

India has implemented a ₹62,500-crore Mobile Phone Manufacturing Scheme (MPMS) to transition the electronics industry from simple assembly to high-value manufacturing of components like batteries and camera modules. Effe

[QUIET] [BUSINESS] [IN]

RBI proposed loan interest rate guidelines

3 clusters · 8 sources · last updated

Latest: Reserve Bank of India signals potential rate hikes and loan reset changes

The Reserve Bank of India (RBI) has introduced draft guidelines titled ‘Reserve Bank of India (Interest Rates on Loans and Advances) Directions, 2026’ to standardize interest rate determination and increase transparency

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