4995: Infy raises guidance but labor code bites;Unacademy pivots once again; and Groww-ing against the tide | MC Tech3

After a year of long-pending reforms – from an overhaul of GST to new labour codes – the industry is looking forward to a 2026 spurred by the same momentum. Days ahead of the Budget which will be presented amid global trade turbulence and geopolitical tensions, Indian companies hope for a policy boost to exports through structural reforms to the customs duty framework. In this conversation with Rajat Bose, Partner, Shardul Amarchand Mangaldas & Co, host Gaurav Choudhury examines the current trade realities and interventions that can mobilise the space. Tune in to Unusual Suspects for insights into what to expect and what to look for in the Budget 2026-27.

Google DeepMind chief executive Demis Hassabis speaks to Moneycontrol exclusively about his thoughts on India’s foundational AI models. US President  Trump’s Davos address keeps markets in the red, Indian markets show prolonged weakness. In other news we track the India-EU trade deal, Deepinder Goyal’s resignation and Apple’s next move in India. Also find an exclusive interview with Jahangir Aziz, Head of Emerging Markets at JPMorgan as he weighs in on tariffs and trade policy. Tune in!

In today’s Tech3 from Moneycontrol, we track a surprise leadership change at Eternal as Deepinder Goyal steps down and Blinkit CEO Albinder Dhindsa prepares to take charge, even as the company reports strong financials. We also bring you key takeaways from Davos on why India should focus on applied AI, insights from Meta and Google DeepMind on the country’s AI future, TCS’s ambitious data centre plans targeting hyperscalers, and Apple’s steady move towards launching Apple Pay in India.

In this edition of Moneycontrol Editor’s Picks, we have reports straight from the World Economic Forum at Davos. Find an exclusive with HCL Tech’s CEO C Vijayakumar and learn about the top Indian business leaders who are meeting with US President Trump at the annual event held to shape global agendas. Also Inside: India’s rethink on Chinese capital curbs, IT sector’s profit margins drag, markets react to US threat to Greenland, and Nitin Nabin takes the baton from JP Nadda. Tune in for all this and more news from the day. 

In today’s Tech3 from Moneycontrol, we track the biggest stories shaping startups and technology. From Davos, seven Indian business leaders, including N Chandrasekaran, Sunil Bharti Mittal, Salil Parekh, and Srini Pallia, are set to attend a reception hosted by US President Donald Trump. We also bring you how global CEOs at Davos are pitching India as a key hub for telecom, AI, and infrastructure, with Ericsson, Siemens, and Cerebras calling the country central to future growth. Plus, SEBI clears the path for PhonePe’s IPO that could value the fintech major at $15 billion, setting up one of India’s biggest listings, and AI startup Emergent raises $70 million from Khosla Ventures and SoftBank.

In this edition of Moneycontrol Editor’s Picks find our reportage from the World Economic Forum at Davos with exclusive interviews with leading figures in the world of business including DeepLearn.AI’s Andrew Ng, S4Capital's Martin Sorrell, ServiceNow vice-chairman Nick Tzitzon and WEF's MD and CTO Stephan Mergenthaler. In other news - learn about Coal India’s next stake sale, the rising Indian refurbished phones market, the cause for muted domestic equity markets and much more. Tune in!

In today’s Tech3 from Moneycontrol, we bring you key voices and trends shaping startups and tech. From Davos, AI pioneer Andrew Ng warns that curbing immigration is an “unforced error” for the US in the AI race and urges India to focus on open-source AI. We also decode why Martin Sorrell says PM Modi is “on fire” and how India is emerging as a global growth and AI execution hub. Plus, how Groww is diversifying beyond derivatives to stay ahead of SEBI’s F&O clampdown.

India’s largest company by market cap Reliance Industries posted a 10% YoY rise in revenue to Rs 2.94 lakh crore while its net profit jumped 1.6% in Q3 FY26. Silver imports were up 129% for the April–December 2025 period. Indian automakers are besting their Korean counterparts in safety ratings. Despite Dhurandhar being a hit, Indian movie theatres struggled heavily in 2025 – all this and much more in the latest Moneycontrol Editor’s Picks. Tune in.

The Sir Ratan Tata Trust is likely to see the appointment of Neville Tata, son of chairman Noel Tata, as a trustee. First tranche of India-US trade talks is close to being finalised. US decision to halt immigrant visa issuances to 75 countries could disrupt a big share of global migration flows. While India is diversifying into missiles and sensors, Pakistan is doubling down on naval power - all this and much more in the latest Moneycontrol Editor’s Picks. Tune in.

The odds appear stacked against US President Donald Trump as over 70% traders are betting that the US Supreme Court will declare tariffs illegal. Telcos have approached TRAI over alleged monopolistic practices at Navi Mumbai international airport, where each of them is paying Rs 92 lakh per month. How entry in US-led Pax Silica can benefit India and a look at the finances of Mumbai as the municipal corporation goes to vote tomorrow – all this and much more in the latest Moneycontrol Editor’s Picks. Tune in.