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EUROPEAN GEOPOLITICAL SITUATION
Charting the global economy: US spending rises, weather loomsUS consumer spending remains robust despite rising prices, though new home sales dipped. President Trump is scrutinizing gasoline costs. Eu...- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Europe rolls out new migration system: Here's what you need to knowThe EU's new Pact on Migration and Asylum is now in effect, introducing mandatory screening for irregular arrivals and border asylum proced...
- Geopolitical crises, economic cooperation, artificial intelligence to be key focus areas of G7 meet in France: SourcesThe 52nd G7 Summit in Evian, France, will focus on geopolitical crises, economic cooperation, AI, and developmental partnerships. Discussio...
- Collapse is near: Trump's window to resolve Iran crisis closing fastWest Asia tensions are escalating, impacting global markets. Iranian attacks and US strikes near the Strait of Hormuz are disrupting oil su...
- No Santa for exporters this Christmas: Iran war disrupts supply chains, stretches transit times to 60 days, threatens marginsIndian exporters say longer shipping routes, rising input costs, and delayed payment cycles are squeezing margins and putting pressure on d...
- Jaishankar, Ukrainian FM discuss war, peace efforts amid evolving battlefield situationIndia's External Affairs Minister S Jaishankar met Ukraine's Foreign Minister Andrii Sybiha in Cyprus. They discussed the ongoing Russia-Uk...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- India has leverage to pressure Russia to end Ukraine war: Estonian FMEstonia believes India can pressure Russia to end the Ukraine war. Foreign Minister Margus Tsahkna highlighted India's leverage. He also ex...
- Global Market: U.N. cuts global growth forecast as Middle East crisis fuels inflation risksThe UN has lowered its global growth forecast to 2.5% for 2026, warning that Middle East tensions are fueling inflation, disrupting supply ...
- Iranian Speaker Ghalibaf declares 'new world order' led by the Global SouthIn a post on X, he emphasised that Iran's recent "70-day resistance" against US and Israeli military and economic pressures has acted as a ...
- India ready to extend all possible support to bring peace in West Asia: PM Modi in UAEPrime Minister Narendra Modi met UAE President Sheikh Mohamed bin Zayed Al Nahyan in Abu Dhabi. India pledged full support to foster peace ...
- 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...
- Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
- Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
- Why did oil prices crash today? $920 million crude oil short placed 70 minutes before US-Iran 14-point deal report — was someone trading on inside information?Oil prices crash today: Nearly $920 million in crude oil shorts entered the market just 70 minutes before reports claimed the US and Iran w...
- China's open-source AI models challenge US dominance as Europe grapples with Iran fallout: ReportChina's artificial intelligence services are surging, with its models processing vast amounts of data. This growth highlights its expanding...
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