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A first-of-its-kind stakeholders' conclave focused on inclusive employment in the hospitality and tourism sector was held in Guwahati on Tuesday, bringing together industry leaders, academics, and civil society organisations to chart a practical course forward. Titled "Hospitality for All: Pathways to Inclusive Workplaces & Accessibility," the event was organised by Shishu Sarothi under its new skill development initiative, supported by LIC Housing Finance Ltd's Sarthak programme and conducted in collaboration with Assam Skill University. Also Read: Guwahati: Shishu Sarothi Hosts Workshop on Autism Spectrum Disorder The hospitality and tourism industry is one of the world's largest employers — yet it remains a largely underutilised space for persons with disabilities. Global evidence suggests that inclusive workplaces improve not just diversity, but also a business's brand value and customer loyalty. With the right training, accessible infrastructure, and greater industry awareness, hotels, restaurants, travel agencies, and the MICE (Meetings, Incentives, Conferences, and Exhibitions) sector can open up a wide range of jobs for persons with disabilities.

In this briefing: LG Electronics India: Demand Recovery Underway. Maintain ADD IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives 1. LG Electronics India: Demand Recovery Underway. Maintain ADD We visited the company’s Pune manufacturing facility and interacted with the management The plant operates nine production lines, manufacturing refrigerators, washing machines, air conditioners, and televisions The company expects FY26E revenues to remain largely flat YoY (implying 5% YoY growth in Q4), with EBITDA margin staying in the low double digits Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead 1. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 1. Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Nazara Technologies UK Limited has signed definitive agreements to acquire a 50% controlling stake in Bluetil. and BestPlay for $100.3 Mn with performance-linked up to $98.2 Mn through 2030. The AI-native development stack is the real strategic differentiator, but casual gaming's hit-driven volatility means the structure's downside protection may get tested sooner than management hopes. The deal's earn-out is nearly as large as the upfront payment — the investment thesis rests entirely on CY27-29 execution. Funding the acquisition remains a concern and potential dilution. 2.

In this briefing: LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 1. LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives While LIC Housing Finance ("LICHF") has significantly improved its asset quality, its growth continues to remain sluggish due to intense competition from banks. LICHF has been diversifying away from lending to salaried prime borrowers into affordable home loans. Its impact on growth would be gradual as the mix improves. However, LICHF is trading at a very cheap valuation of 0.7x P/B, similar to COVID level, thus offering a strong upside potential even if growth takes a while to revive. 2. HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead HDFC Bank (HDFCB IN) shares plunged nearly 9% intraday following the sudden resignation of Chairman Atanu Chakraborty over undisclosed personal values and ethical differences Interim Chairman Keki Mistry assured investors that no material matters exist, attributing the sudden departure to a relationship issue with the management Although the core franchise remains robust , the bank continues to face structural headwinds regarding the merger, asset liability mismatches, and persistent deposit challenges 3.

KURNOOL: LIC Housing Finance has initiated steps to auction … `340 crore from LIC Housing Finance in the past. While repayments … ’s Bengaluru branch, LIC Housing Finance announced the e-auction of …

India Business News: LIC Housing Finance has announced a reduction in its home loan interest rates, providing fresh relief to homebuyers. The lender has lowered the starti.

In this briefing: Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE Ambuja Cement: Subsidiary Merger: A Value Accretive Deal. Maintain BUY Event Driven: The Adani Cement Empire’s Merger Analysis Decoding the Cobrapost Allegations on Murugappa Group: Noise Vs. Structural Governance Risk LIC Housing Finance (LICHF): Growth Still Elusive But Asset Quality Has Normalized 1. Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE We attended Kajaria Ceramics' analyst con call today Management launched "Project Manthan" in Apr–May 2025 to unify sales teams across divisions, streamline processes, and boost cost efficiency via manpower rationalization, optimized raw material use, lower travel expenses, and forgone promoter salaries During the rollout of a new vendor onboarding system under this initiative, the company found that there was an embezzlement amounting to ~INR 200mn as advance payments for a capex for a new plant at Kerovit Global Pvt Ltd— a wholly owned subsidiary of Kajaria Bathware Pvt Ltd—perpetrated by the subsidiary’s CFO in the past two years Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Shortlist Of High Conviction Ideas Across China, Japan, India - December 2025 Biren Technology IPO (6082.HK): Signals Investor Conviction With Higher Valuation Vs. Prior Funding Primer: TIGER Synth Korea-China EV ETF (449680 KS) - Dec 2025 Primer: TIGER Synth Korea-China Semiconductor ETF (449690 KS) - Dec 2025 LIC Housing Finance (LICHF): Growth Still Elusive But Asset Quality Has Normalized 1. Shortlist Of High Conviction Ideas Across China, Japan, India - December 2025 We compile our selection of companies across Japan, China and India based on bottom-up triggers in each company. Top-Picks in China are Haier Smart Home (6690 HK) , Midea Group (300 HK) & Yadea Group Holdings (1585 HK) . In Japan its Suzuki Motor (7269 JP) , ROHM Co Ltd (6963 JP) & Aisin (7259 JP) . In Indian auto it is Mahindra & Mahindra (MM IN) & Ashok Leyland (AL IN) .We also like the recently listed ICICI Prudential AMC (570643Z IN) . 2. Biren Technology IPO (6082.HK): Signals Investor Conviction With Higher Valuation Vs.