AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
03 Jun, 2026, 11.36 AM IST
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
02 Jun, 2026, 04.03 PM IST
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
02 Jun, 2026, 08.50 AM IST
Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...
27 May, 2026, 10.36 AM IST
A $2.89 trillion military surge signals the sharpest global arms buildup since WWIIThe surge in global military budgets is astonishing, with nations investing heavily in their defense capabilities in response to escalating...
24 May, 2026, 08.49 AM IST
Pakistan eyes PKR 100 bn defence hike in IMF-linked budgetPakistan is set to boost its defense budget by approximately PKR 100 billion. This move aligns with an International Monetary Fund program....
16 May, 2026, 11.25 AM IST
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
Iran war, fading tax boost may slow India’s growth to 6.7% in FY27: BMIIndia's economic growth is set to slow in the upcoming fiscal year. This slowdown is attributed to the diminishing impact of recent tax cut...
11 May, 2026, 12.03 PM IST
India's data centre capacity likely to surge nearly six‑fold to 10.5 GW by FY31India's data centre capacity is projected to grow nearly six-fold to 10.5 GW by FY2031, driven by AI adoption and data localization policie...
02 May, 2026, 10.41 AM IST
West Asia conflict may trigger $800 bn capex boost for India, but oil and fertiliser risks remain: Morgan StanleyThe ongoing conflict in West Asia could emerge as both a challenge and an opportunity for India, with global brokerage Morgan Stanley proje...
01 May, 2026, 01.41 PM IST
India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...
30 Apr, 2026, 04.16 PM IST
India's military expenditure rose by 8.9% to USD 92.1 bln in 2025: Report says global spending surged 2.9%Global military spending surged to USD 2887 billion in 2025, marking the eleventh consecutive year of growth. India ranked fifth, increasin...
27 Apr, 2026, 03.20 PM IST
War preparedness: Why India must spend smarter, not just moreIndia's journey towards a modernized defense sector is fraught with obstacles. While military budgets are on the rise, the country's over-d...
16 Apr, 2026, 11.15 PM IST
Australia to raise defence spending to 3% of GDP by 2033Australia will significantly boost its defense spending to three percent of its gross domestic product by 2033. This move responds to the m...
15 Apr, 2026, 09.13 PM IST
Defence spend as percentage of GDP has fallen world overGovernment allocated Rs 2.74 lakh crore for defence in the 2018 budget. This will amount to 1.56% of the country’s GDP, making this allocat...
11 Jul, 2018, 01.32 PM IST
‘Crisis’ in defence expenditure is not really about budget allocationsIndia spends more than China on defence, and on par with South Korea and Turkey
09 Feb, 2018, 10.56 AM IST
Controversy over Rafale motivated, baseless: Nirmala SitharamanDefence Minister Nirmala Sitharaman said all the provisions of Defence Procurement Procedure (DPP) have been followed and an inter-governme...
20 Dec, 2017, 07.30 PM IST