4554: Apple’s China tangle, tepid Q4 profits & the Pahalgam aftershock

Three signals are shaping India’s markets. First, early Q4 earnings show pressure building on companies amid weak revenue growth. Second, Apple’s plan to move more iPhone production to India faces a new challenge: China’s clampdown on critical export equipment. And third, after the Pahalgam terror attack, markets remain surprisingly calm despite talk of military retaliation. Plus, Yes Bank’s turnaround playbook, AI’s growing grip on Google and Bollywood, and why IT hiring may be the only silver lining in a slow year. Tune in for the details.