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US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantageUS restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantag...
ET Alpha Wealth Summit | We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
Ten reasons oil is still below $100 a barrelGlobal oil prices remain surprisingly low despite the ongoing war in Iran. China's drastic cut in oil imports is a major factor. Demand des...
China’s EV boom is cleaning the air, and may have prevented 262,000 deathsElectric vehicles are proving to be life savers. Studies show China's shift to electric cars has prevented thousands of premature deaths. A...
Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
India fights a familiar fear even as it keenly watches new US tariff moveIndia 12.5% new tariff: Indian exporters are watching US tariff reviews closely, hoping that trade talks will protect their market share. A...
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...
Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...
Mastercard to look beyond card biz; target tier 3 & 4 markets for growthMastercard is targeting India's expanding credit-on-UPI market. The company is looking beyond traditional card payments for future growth. ...
On This Day, June 4: Iran's supreme leader elected, women's suffrage bill passed, ATM patent approved, D-Day delayed, first shopping cart introduced, Henry Ford's first car ride and National Hug Your Cat DayJune 4 marks a day of global historical significance. Major events include the Tiananmen Square crackdown, the liberation of Rome in World ...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
Chinese humanoids are one step closer to IPOsChina’s robotics sector is gearing up for a wave of IPOs as the country positions itself at the forefront of the next phase of AI. Unitree ...
Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to alignAsia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...
Oil Price Today (May 28): Crude oil surges nearly 3% after Iran says it targeted US airbase in retaliation for fresh American strikesOil prices surged as US strikes in Iran heightened fears of shipping disruptions through the Strait of Hormuz. Iran's Revolutionary Guards ...
Trump calls off AI executive order over concern it could weaken US tech edgePresident Trump halted an AI executive order. He feared it would slow America's technological progress. The order aimed to review AI's nati...
Iran war rapidly wiping out the world’s oil stockpile cushionGlobal oil stockpiles are shrinking at a record pace this month, with visible crude and fuel inventories falling by 8.7 million barrels dai...