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INDIA CHINA GEOPOLITICS
Inside Beijing's mind: How China really sees IndiaThe relationship between India and China is strained by misinterpretations rooted in a tangled history and differing strategic aims. China ...- The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...
- Apple’s India sales top $10 billion on widening retail pushApple crossed $10 billion in annual sales in India for the first time in FY26, with revenue growing at a double-digit rate from about $9 bi...
- If the earnings don't come through, markets will struggle: Paul WilsonIndian stock valuations are lower, but earnings have disappointed, limiting re-rating potential. Global capital's return to India is not ye...
- Payments bill revives hopes of MDR return on large-ticket UPI transactionsET was the first to report on July 16 that the government is considering reintroducing MDR for UPI transactions undertaken by large merchan...
- ETMarkets Smart Talk | Financialisation of savings could be India's biggest wealth creator over the next decade: Prashasta SethIn an interaction with Kshitij Anand of ETMarkets for Smart Talk series, Seth explains why the steady shift from physical assets to financi...
- CrimeGPT comes knocking: Illegal AI services make cybercrimes cheaper and fasterIllegal AI services are making cybercrimes cheaper and faster. The threat is escalating as state actors and rogue networks weaponise fronti...
- China's rare-earths weapon is losing its forceThe imposition of rare-earth export controls by China is sparking an unexpected global movement toward industry independence. This escalati...
- ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...
- Aluminium signals recovery after correction; supply risks and energy concerns may drive the next leg higherThe recent rebound has been supported by tightening global inventories, concerns over energy availability in key producing regions, geopoli...
- Enter the dragon: Delhi Brics meet can stage a historic handshakeXi Jinping's potential visit to India for the BRICS Summit is generating significant international attention. This meeting would mark a thi...
- Bosch Home to start AC exports from India in two years: CEO & President Jan BrockmannBosch Home Comfort Group will begin India exports within two years, aiming for global manufacturing. The company is investing eighty millio...
- ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop BhootraWhile large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset ...
- India’s next phase of textile growth hinges on winning global buyers’ confidence: Messe FrankfurtThe upcoming Gartex Texprocess India, jointly organised by Messe Frankfurt Trade Fairs India Pvt Ltd and MEX Exhibitions Pvt Ltd, will be h...
- Discounts narrow on Russian Urals crude in IndiaDiscounts on Russian Urals crude oil delivered to India have dropped significantly this week. Stronger demand from Indian refiners is linke...
- How the Mobile Phone Manufacturing Scheme could make India a global electronics manufacturing hubIndia's new Mobile Phone Manufacturing Scheme prioritses scale and exports. This strategy aims to build a robust electronics manufacturing ...
- Vikram Misri holds high-level talks in Beijing as ties improveForeign Secretary Vikram Misri met senior Chinese officials in Beijing recently. He aimed to stabilize bilateral ties amid geopolitical shi...
- Gold’s next rally could be taking shape: Why investors should focus on the bigger pictureFinancial markets have a habit of testing investors’ conviction. When an asset pauses after a strong rally, the immediate narrative often s...
- Why gold is showing signs of reversal after recent selling pressureGold prices are stabilising after recent declines, supported by escalating Middle East tensions, robust central bank buying and resilient A...
- The geopolitics of AI: Why WAICO mattersChina's formation of the World Artificial Intelligence Cooperation Organization marks a pivotal moment in the global AI landscape, marking ...
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