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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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Winning Strokes: Think Different
Photo: The Hindu Business Line
If there is a Real Estate Push by the NDA government, then the beaten down stocks, like Unitech Ltd (Rs.5.20), DLF Ltd (Rs.150.20), Prestige Ltd (Rs.187.55), etc, will be one of the major beneficiaries. But Unitech Ltd will give multi-bagger returns in the short term. 

Reliance Communications Ltd is up today, after a subdued morning session. The scrip was recommended yesterday, in this blog and should give good returns to the investors in the short term, as there are media reports that the company is likely to announce the much anticipated merger news in the 1st week of September, 2016 and also due to ensuring launch of Reliance Jio Ltd's services. Moreover,Suresh Mahadevan, managing director and head of Asian telecom and media research at UBS says Reliance Jio entry will actually benefit Airtel, Idea.

IVRCL Ltd recommended some days back around Rs.4.80, today touched Rs.5.70, giving decent returns to the investors. Even Gammon Infra Ltd (Rs.5.14) is up more than 3% today. However, I feel the real estate stocks will be more benefited if the NDA government pumps life into Real Estate sector, through a series of measures. 

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