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AI GEOPOLITICAL IMPLICATIONS
Markets brace for a long conflict as investors reassess global equity risks: Andrew FrerisWest Asian tensions are creating market uncertainty. Investors face prolonged volatility for months or years. Some Asian markets like Singa...26 May, 2026, 11.41 AM IST- Anthropic's Chris Olah says AI must be guided from outside Big TechSpeaking at the presentation of Pope Leo's first encyclical on artificial intelligence, Olah said there was "a real possibility" that AI wi...25 May, 2026, 05.16 PM IST
- India, US signal thaw as Jaishankar and Rubio hold candid talks to re-energise relationsIndia and the US are working to strengthen their relationship. Discussions covered trade, energy security, and terrorism. Both nations are ...24 May, 2026, 07.29 PM IST
- Markets still pricing in strong AI growth despite mixed earnings signals: Seth R FreemanIndian investors are watching global markets closely. A few big tech stocks, especially those in artificial intelligence, are driving the c...22 May, 2026, 11.27 AM IST
- Venugopal Garre flags structural weakness in capital flows, urges long-term reform pushExternal geopolitical factors are pressuring the rupee, not domestic economic mismanagement. This requires careful policy handling to avoid...21 May, 2026, 01.13 PM IST
- Markets enter rotation phase as yields stay elevated and AI trade cools: Matt OrtonGlobal markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led ra...19 May, 2026, 12.02 PM IST
- Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip SabharwalMarket expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate funda...18 May, 2026, 12.19 PM IST
- "Taiwan no pushover": Chinese Studies Expert Srikanth Kondapalli warns Beijing faces catastrophic casualties in event of invasionChinese Studies expert at Jawaharlal Nehru University, Professor Srikanth Kondapalli, broke down the long-term regional stability implicati...17 May, 2026, 09.34 PM IST
- US stock market jumps sharply today as Dow Jones reclaims 50,000 — Why the Dow, S&P 500 and Nasdaq are all in green after U.S.-China trade summit boostUS stock market jumps sharply today as the Dow Jones, S&P 500 and Nasdaq rally on renewed optimism from the U.S.-China trade summit and boo...14 May, 2026, 08.29 PM IST
- Why market rose today? Sensex rises 790 points, Nifty closes near 23,700. 5 key drivers behind surgeIndian stock markets are experiencing a significant rally. The BSE Sensex and Nifty 50 indices have climbed over 1 percent each. This surge...14 May, 2026, 03.46 PM IST
- Geopolitical tensions keep markets nervous despite strong earnings: Dipan MehtaGeopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc...13 May, 2026, 01.17 PM IST
- Turning Defensive! Why bond markets are repricing risk amid global pressuresFixed income markets face complexity as global and domestic forces necessitate a defensive stance, particularly on duration. The RBI's abil...12 May, 2026, 10.00 AM IST
- Weakness in GIFT Nifty signals gap-down start for Dalal StreetNifty closed higher for a second consecutive week, gaining 0.7% amidst high volatility. Analysts anticipate institutional activity will be ...11 May, 2026, 07.16 AM IST
- No systemic risk to BFSI sector; may see short-term slowdown in loan growth: Deepak ParekhIndustry veteran Deepak Parekh stated the banking and financial services sector is not facing major systemic risks from global geopolitical...05 May, 2026, 05.05 PM IST
- US stock market today hits new records as Nasdaq crossed 25,000 for the very first time: Dow Jones, S&P 500 and Nasdaq surge as Wall Street begins May with massive rally - Apple leads gainsUS stock market today opens May with rare strength. Momentum feels real, not forced. The Dow Jones Industrial Average climbs near 49,815. T...01 May, 2026, 08.33 PM IST
- US stock market futures today: Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? Dow drops 280 points as oil tops $120— can AI spending offset rising inflation fears and Fed uncertainty?Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? The US stock market futures today are sending a sharp, layered signal....30 Apr, 2026, 04.38 PM IST
- UAE’s OPEC+ exit signals structural fractures, but near-term oil impact limited: Matt OrtonUAE's exit from OPEC+ coordination has little short-term oil impact. Geopolitical issues dominate. Markets have rallied, but easy gains are...29 Apr, 2026, 11.29 AM IST
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