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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...

 Real Estate Sector in India

Given their comfortable leverage, consistent rise in location-agnostic demand, and declining inventory levels, most brokerages expect listed real estate majors to get good buying support.

According to the real estate data and analytics platform PropEquity, the sector grossed sales of 149 million square feet (msf) in the top seven cities in the October-December quarter (third quarter, or Q3) of FY23 – the High quarterly sales in a decade. Sales grew 34% year on year (YoY) to 412 msf in the nine months ending December.

Strong sales, driven by high demand and increased affordability, aided in reducing inventory levels. Unsold inventory levels fell to 839 msf in December 2022, down from 923 msf in December 2021.

Besides, many analysts believe that interest rate cycle has probably peaked out. 

In such circumstances, the prudent investors should buy the stocks of beaten down good real estate companies. 

P.N: I don't upload the blog too often because Google has made the interface too complex. Also, I am not able to update photos on this blog since sometime. Google has also disabled the automatic feedback Button on the blogspot.

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