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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
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Market Mantra
Buy Nifty_Futures at 5670, T--5740, SL--5650. The momentum oscillators are now highly oversold and at the same time, the Nifty spot is now near an important support levels.
Buy IVRCL Ltd at Rs.18, T--Rs.26 and SL--Rs.16. The infrastructure sector is expected to pick up in the last week of this month (March, 2013). According to media reports, putting a finish to the face-off between the National Highways Authority of India (NHAI) and Ministry of Environment & Forests (MOEF), the latter has delinked environmental and forest clearances in case of all linear projects like roads, rail tracks, transmission lines. The Supreme Court (SC) Forest Bench previous week allowed the MoEF to modify the 2011 norms, which were based on the apex court's verdict in the Lafarge case. Modifying its September 9, 2011 guidelines, the MoEF has issued a fresh office memorandum, dated March 19, 2013, saying that pending forest and environment clearance to a linear project may be granted, provided it is 'explicitly certified' by the user agency that in case the forest clearance for the non-forest use of forest land falling in the alignment does not come by, the user agency will shift to a "technically feasible" alternative alignment that will not intrude on forest land. For projects involving widening or expansion of existing national highways, while work will be permitted to start on non-forest land, the user agency has been asked to submit an undertaking stating that in case forest clearance is denied for expansion of the highway where it traverses through forest land the road along forest portions will not be widened and maintained at existing width. The road transport ministry has been at loggerheads with the MoEF over alleged delays in granting of clearance and blamed it for slow development in projects worth over INR 2,000 crore. With GMR recently terminating the concession contract with NHAI for the 555 kilometer (km) Kishangarh-Udaipur-Ahmedabad project over delayed environmental and forest clearances, things worsened between the 2 ministries.

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