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GEOPOLITICAL SUPPLY CHAIN DISRUPTIONS
Competition leading to a lot more experimentation: Orkla MDOrkla India sees increased competition driving innovation and experimentation in food products. The company reported revenue growth and imp...- Pidilite sees double-digit volume growth in FY27 despite volatile commodity prices: MD Sudhanshu VatsPidilite Industries expects double-digit volume growth in FY27 and stable earnings. The company implemented price increases to offset risin...
- India must manufacture clean-tech, not just consume it: Steel Minister KumaraswamyIndia's energy security now depends on manufacturing and resilient technology supply chains. The nation aims to become a global hub for cle...
- Lok Sabha passes Taxation and Other Laws (Amendment) Bill to boost foreign investment, electronics manufacturingThe Lok Sabha passed a bill to attract foreign investment and promote domestic manufacturing. This legislation aims to provide greater tax ...
- Fortune maker AWL piles up edible oil stocks as Middle East, Ukraine wars rattle supply chains: CEO Shrikant KanhereAWL Agri Business is increasing edible oil inventories to counter supply chain disruptions. The company has boosted its stock cover to fort...
- UAE-India: More than just energyIndia's rapid economic growth positions it as a key partner for the UAE. The two nations are enhancing trade and industrial collaborations ...
- ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh VyasWhile the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Inves...
- Value meals, store traffic drive QSR chains' recoveryRestaurant chains experienced a significant recovery in the April-June quarter. Value growth and expansion into smaller cities drove this p...
- Global Market: Goldman Sachs sees Brent crude trading at $80-$90 until Iran conflict outlook clearsGoldman Sachs forecasts Brent crude prices between $80 and $90 per barrel. This range persists until clarity emerges on US-Iran nuclear tal...
- India pharma sector to miss 2030 sales target amid tariff and shipping woes, trade body saysIndia's pharmaceutical industry is expected to reach$80-90 billion by 2030, well below its earlier$130 billion target, as U.S. tariff uncer...
- Cross-border M&A likely to stay strong in H2 2026; AI, energy key drivers: ReportCross-border M&A activity is expected to remain strong in the second half of 2026. Technology, especially artificial intelligence, will dri...
- Kansai Nerolac Q1 profit rises 5%; approves Rs 601 crore capacity expansionPaintmaker cites healthy demand despite geopolitical disruptions; expects festive season to support growth.
- West Asia conflict adds fresh cost pressures for India IncA prolonged conflict in West Asia is making it harder for companies to manage costs as volatility in commodity prices, freight rates and cu...
- PM Modi to address ET World Leaders Forum 2026 in DelhiIndia Inc, global investors and policymakers will be listening closely for signals on the government's next phase of reforms, as the countr...
- Indian companies build inventories amid rising commodity prices, supply chain risks: ReportIndian companies are accelerating inventory build-up to meet strong domestic demand. This strategy also prepares them for potential commodi...
- 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...
- Housing ministry issues advisory to State RERAs to give project extension due to West Asia crisisThe Ministry of Housing has advised State RERAs to grant developers a four-month extension. This advisory addresses disruptions in global s...
- 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...
- India and Australia must move decisively to build resilient energy supply chainsIndia and Australia must build resilient energy supply chains for regional stability. Critical minerals are foundational for this proposed ...
- Recurring West Asia tensions force MSME exporters to prioritise resilience over cost savingsIndustry officials say recurring geopolitical disruptions, rising freight costs, and shipping uncertainty are making supply chain resilienc...
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