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CHINA MANUFACTURING DOMINANCE
Energy security is not just about power generation, it’s about controlling the systems behind itAs electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the techno...- PLI, duty incentives soon for Lithium, Nickel processing units in IndiaThe proposed scheme, which is close to securing approvals, will offer production-linked incentives and waive import duties on capital goods...
- Yuan or Dollar? Indian businesses explore alternatives as import costs climbIndian businesses, particularly MSMEs, are hesitant to adopt yuan-denominated settlements despite a weakening rupee. They prioritise locali...
- India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.
- L’Oréal adds Innovist to cart; HealthQuad's new fundHappy Friday! Personal care giant L’Oreal has acquired a majority stake in Innovist in India’s biggest D2C deal. This and more in today’s E...
- Trump’s copper tariff decision hangs over global metal marketThe global copper market is on edge as President Trump weighs imposing tariffs on refined copper imports. A decision, expected soon, could ...
- Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...
- Are the EU and China heading for a trade war?Europe's trade gap with China is widening. This is leading to protective measures on items like electric vehicles and e-commerce. Leaders a...
- ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
- Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- Govt likely to clear Dixon-Vivo JV deal this monthThe government is set to approve the Dixon-Vivo joint venture this month. Dixon Technologies will hold a majority stake in this new venture...
- Indian pharma leaving generics era behind, but the Street hasn't caught up yet: Nandan KulkarniIndian pharma is shifting from generics to innovation. This transformation, extending to 2035, is creating significant new opportunities. C...
- World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
- China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
- France’s Mistral in funding talks at about €20 billion valuationFrench AI startup Mistral AI is reportedly in talks to raise approximately €3 billion ($3.5 billion) at a valuation of around €20 billion. ...
- ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
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