Is OpenAI About To Disrupt India's $250 Billion IT Industry | Markets Today #218 | Upstox

📌 In this episode of Markets Today, we decode 3 big stories — India hiking gold and silver import duty from 6% to 15% as part of a coordinated forex conservation strategy, OpenAI launching a $4 billion enterprise deployment company that directly competes with Indian IT firms — sending stocks to 52-week lows, and India buying fertilizer at nearly 40% above pre-war prices with monsoon sowing season approaching. #1 🥇 Gold Duty Jumps To 15% 6% to 15% overnight. Silver and platinum also hiked. This follows the PM’s appeal to avoid gold buying. India is in external vulnerability management mode — and the government is using pricing to disincentivise avoidable imports before the situation worsens. #2 🤖 OpenAI Enters Enterprise IT — Indian IT Stocks Crash $4 billion deployment company. 150 specialist engineers via Tomoro acquisition. OpenAI now going directly inside enterprises to implement AI — bypassing traditional IT service providers. Infosys, TCS, Wipro, HCLTech all under pressure. Is this the disruption Indian IT always feared? #3 🌾 Fertilizer At War Prices DAP up 40% to $930–935 per ton. Urea procured at nearly double pre-war prices. Monsoon sowing season approaching. India contracted 12% more than its tender volume — signalling urgency. The fiscal bill is exploding quietly. 00:00 - Coming Up 00:38 - Good Rates Jump 15% 03:04 - Open AI Vs Indian IT 05:31 - India’s Fertilizer Industry Latest News Subscribe : https://www.youtube.com/@UpstoxGlobal #openai #indianit #infosys #tcs #wipro #hcltech #goldduty #goldimport #silverduty #fertilizer #dap #monsoon #itstock #aivsit #enterpriseai #indianstockmarket #marketstoday #upstox #goldprice #investing