In this episode of Business Today, anchor Abha Bakaya discusses the Indian market opening and major geopolitical developments. Market analyst Amrish Baliga notes that with the budget and RBI policy concluded, ‘the road ahead, at least in the near future, seems decently smooth,’ despite global tensions. The show highlights the arrival of French President Emmanuel Macron in Mumbai, marking a significant ‘defence reset’ with expected deals for Rafale jets and Airbus H125 helicopters. Additionally, the government is set to launch ‘Bharat Vistar’, an AI-driven agricultural tool for farmers. On the technology front, Micron is scheduled to begin semiconductor production in Sanand by month-end. Baliga also shares insights on the IT sector’s resilience amid AI disruptions and recommends infrastructure and specialty chemical stocks like Larsen & Toubro and Deepak Nitrite for long-term portfolios. The session concludes with a focus on the ongoing AI Impact Summit at Bharat Mandapam, featuring global leaders and initiatives for rural women and youth.
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