Page 13 - BS Premium
Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3
There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth
 "Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3")
Angels in white: Indian nurses hold the line under the shadow of conflict
One nurse stuck in Iran, says Kerala official; others in the region reportedly safe
 "Angels in white: Indian nurses hold the line under the shadow of conflict")
West Asia conflict: Iran stepped up basmati imports under war cloud
The rise in shipments to Iran may also be linked to demand during Ramzan, which began in mid-February
 "West Asia conflict: Iran stepped up basmati imports under war cloud")
Call on standards within 6 months of trade pact rollout: USTR report
The Report said India will address longstanding non-tariff barriers to trade in US food and agricultural products
 "Call on standards within 6 months of trade pact rollout: USTR report")
West Asia conflict: Edible oil rates firm up on crude price spiral
Brent rally amid Strait of Hormuz tensions may lift edible oil prices in India, even without supply disruptions
 "West Asia conflict: Edible oil rates firm up on crude price spiral")
Oil producers may benefit as crude spikes amid Hormuz disruption risk
Escalating tensions in West Asia threaten crude and LNG flows via the Strait of Hormuz, pushing prices sharply higher and lifting prospects for ONGC and Oil India even as OMCs face pressure
 "Oil producers may benefit as crude spikes amid Hormuz disruption risk")
Fund Pick: ICICI Pru Value Fund delivers value, consistent high returns
ICICI Prudential Value Fund stayed in the top CMFR percentile through December 2025, delivering consistent long-term outperformance and strong AUM growth
 "Fund Pick: ICICI Pru Value Fund delivers value, consistent high returns")
Earlier, almost any IPO could find demand. That phase is over: Neha Agarwal
Agarwal outlines why the next cycle will reward quality over quantity and which sectors are best placed to attract capital
 "Earlier, almost any IPO could find demand. That phase is over: Neha Agarwal")
Iran, oil, and India: Conflict is short-term but policy reset is vital
Given the elevated uncertainty, it is prudent to wait and watch for now. If this indeed proves to be a short-duration energy price shock, its spillovers should be manageable
 "Iran, oil, and India: Conflict is short-term but policy reset is vital")
AI adoption now part of performance metric for tech-product firms
Indian companies to take time to adopt
 "AI adoption now part of performance metric for tech-product firms")
Preparing for heatwaves: Timely and multi-pronged policy responses needed
The IMD has cautioned that increased heatwave conditions could exacerbate heat-related illnesses, particularly among the elderly, children, and outdoor workers
 "Preparing for heatwaves: Timely and multi-pronged policy responses needed")
West Asia crisis: Rising input costs may push up consumer durables prices
Copper and aluminium prices are surging, crude is climbing and the rupee is weakening, raising input costs for appliance makers as geopolitical tensions strain supply chains
 "West Asia crisis: Rising input costs may push up consumer durables prices")
Preparing the economy for war: India must adapt to a conflict-driven world
Ideally, this should not be an era of war, given the common challenges humanity faces from multiple threats - from climate change to technological disruption - but this is clearly not an era for peace
 "Preparing the economy for war: India must adapt to a conflict-driven world")
Technology mutual funds weather IT storm as diversification pays off
Active tech funds down only 5.8% in one year even as IT index plummets 17%
 "Technology mutual funds weather IT storm as diversification pays off")
Technology mutual funds weather IT storm as diversification pays off
Active tech funds down only 5.8% in one year even as IT index plummets 17%
 "Technology mutual funds weather IT storm as diversification pays off")
The Broken China Dream: Minxin Pei's book charts Xi's inevitable rise
The author argues that Xi could dismantle Deng's "reforms" because latter was not totally committed to political reform and was against a third-party check on future establishment of personality cults
 "The Broken China Dream: Minxin Pei's book charts Xi's inevitable rise")
Datanomics: India's crude flows via Hormuz at risk amid West Asia crisis
India's dependence on the Strait of Hormuz for crude oil imports has declined, with its share falling from 55 per cent in 2020 to 41 per cent in Q1 2025
 "Datanomics: India's crude flows via Hormuz at risk amid West Asia crisis")
MNCs, Indian drugmakers diverge to mutual gain: How win-win is it?
Novartis exits India's mass-market generics, signalling a deeper split between MNC innovation bets and domestic pharma scale
 "MNCs, Indian drugmakers diverge to mutual gain: How win-win is it?")
Vision for a semiconductor university in India to meet future tech needs
Current education system does not create the expertise required to achieve leadership in a complex, nuanced, and multidisciplinary field like semiconductors
 "Vision for a semiconductor university in India to meet future tech needs")
Gender diversity on boards: Private firms pip public peers, shows data
MCA's January 2026 bulletin shows women form 29% of directors in private firms versus 20% in public companies, even as overall registrations and LLP formations continue to rise
 "Gender diversity on boards: Private firms pip public peers, shows data")