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CHINA MONOPOLY
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 ...- Brazil emerges as major rare earths source for IndiaBrazil is actively courting foreign investment including from India while pushing to localise the refining and processing value chain. Indi...
- Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...
- The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
- Billionaire's FOMO: Ultra-rich families pouring money into AI stackThe world’s richest families are pouring money into artificial intelligence despite concerns over inflated tech valuations, according to a ...
- Stealth, skies and sovereignty: India's fighter jet plan takes offThe Defence Ministry has issued tenders for India’s indigenous fifth-generation Advanced Medium Combat Aircraft (AMCA) programme to three p...
- India, US seal critical minerals and rare earths pact amid global supply chain raceIndia and the US on Tuesday signed a critical minerals and rare earths agreement aimed at strengthening supply chains for key industrial re...
- Rubio in India: Quad talks to focus on critical minerals, supply chains and Indo-Pacific securityUS Secretary of State Marco Rubio arrives in India for the Quad foreign ministers meeting in New Delhi on May 26. The meeting will focus on...
- Nvidia's outlook will be a test of its strategy to maintain AI dominanceNvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a mark...
- G7 finance chiefs seek to tackle imbalances as trade strains unityFinance ministers from the Group of Seven are meeting in Paris to discuss global economic tensions, trade imbalances and coordination on cr...
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
- Elon Musk faces a mix of admiration and scrutiny during his China visit with US President Donald Trump; here's whyElon Musk is in China for a summit with President Xi Jinping. He faces a mix of admiration and scrutiny. While Tesla's electric vehicles in...
- China's view on Elon Musk? Visionary, occasional villainIn a rapidly evolving Chinese market, Elon Musk enjoys admiration and faces competition in equal measure. Tesla's groundbreaking advancemen...
- Trump wants China's help on Iran. Beijing may have other ideasPresident Trump will ask President Xi for help with the Iran conflict. China is unlikely to fully comply, preferring to maintain its econom...
- South Korea official floats AI profit social tax as tech giants boomA top South Korean official has proposed a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earni...
- US raises concerns at India’s duties on IP-intensive goods, source code, AI working paperThe US has voiced concerns over India's high customs duties on IP-intensive products and its proposed mandatory blanket license for AI deve...
- ET Graphics: AI chips are the new flex of tech realmNvidia CEO Jensen Huang fiercely defended the company's China sales amidst a rapidly fragmenting AI chip market. Hyperscalers and AI labs a...
- ASML layoffs: the king of advanced chip-making machines cuts 1,700 jobs in major shake-up—but is China ready to lure them all and forge its own ASML empire?ASML layoffs hit global headlines after the chip giant confirmed 1,700 job cuts, nearly 4% workforce, despite record AI-driven demand. The ...
- Policy flip-flops blur US stance on China ahead of Trump-Xi meetPresident Donald Trump's second term China policy faces challenges. Initial tariff hikes did not yield desired concessions from Beijing. Re...
- Tim Cook’s 15 years as Apple boss marked by profit absent aweTim Cook, succeeding Steve Jobs 15 years ago, guided Apple to a $4 trillion valuation by expanding digital services and hardware like Apple...
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