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Insights > Copper
Copper Is No Longer Cyclical - It's Becoming the Backbone of the Electrified Economy
Copper’s move to historic highs in early 2026 is less about a typical commodity upswing and more about a deeper transformation underway in the global economy. As artificial intelligence infrastructure, electric vehicles, renewable energy networks, grid upgrades, industrial automation, and housing electrification...
2 February 2026
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Get essential market insights, industry shifts, and economic changes that impact investments. Our updates provide a solid foundation for thorough research and strategic analysis.
IndiGo trims long haul network as airspace curbs force operational reset
IndiGo has revised its wide-body long-haul deployment citing airspace restrictions, suspending Copenhagen services from mid-February 2026. The move prioritises operational resilience as global routing constraints continue to disrupt flight economics and schedules.
3:17 pm
4 February 2026
Budget clarity on cloud tax rules lifts visibility for Indian data centre ecosystem
Budget 2026 has introduced a targeted tax exemption framework for select foreign cloud companies using Indian data centres, while ring-fencing domestic taxation. The policy provides regulatory clarity without diluting India’s tax base, creating a clearer operating environment for data centre operators and technology suppliers.
2:46 pm
4 February 2026
Market Insights
Goldman Sachs Sees India Growth at 6.9% in 2026 After Trade Deal Boost
Goldman Sachs has raised India’s 2026 real GDP growth forecast to 6.9% following the US–India trade agreement that reduced reciprocal tariffs on Indian exports. The brokerage estimates a direct 0.2% GDP boost from improved export competitiveness, especially in labour-intensive sectors, alongside a revival in private capex driven by policy clarity.
4 February 2026
Market Outlook
Market outlook for 05 february 2026
Indian equities showed quiet resilience as benchmark indices edged higher despite sharp weakness in IT stocks. Buying interest in PSU utilities, energy, financials, and consumption names helped Nifty, Sensex, and the Financial Services index sustain gains, supported by positive market breadth and improving momentum indicators.
4 February 2026
Weekly
Gold’s 2025 Surge Was Historic - Why 2026 May Still Have Upside
Gold’s explosive surge through 2025 and its firm start to 2026 have reignited the debate: is this a speculative run or a structural re-rating of gold’s role in global portfolios? This article examines how persistent central bank buying, record investment demand, and macro uncertainty have created a powerful foundation beneath prices even as short-term volatility resurfaces.
31 January 2026
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