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GEOPOLITICAL CHALLENGES
Uday Kotak lays out 7 priorities for Viksit Bharat, warns against economic complacencyVeteran banker Uday Kotak urged India to avoid complacency despite its strong global position, calling for tighter fiscal management, finan...- India’s BRICS presidency demonstrates New Delhi’s convening powerIndia's BRICS presidency convened an expanded grouping, achieving consensus on practical cooperation. The Delhi Declaration emphasized zero...
- Applied Materials' Prabu Raja says $5 billion investment in India to drive firm's global R&DThe US company that supplies equipment and services for semiconductor manufacturing is set to invest about $5 billion over 10 years in Beng...
- India has a once-in-a-generation semiconductor demand window: Infosys SVPSpeaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial int...
- India has a once-in-a-generation semiconductor demand window: Infosys SVP Vikram MeghalIndia is experiencing a "once-in-a-generation demand window" in semiconductors and must shift from "Engineered in India" to "Invent in Indi...
- India's construction equipment exports to surpass 20,000 units in FY27, driven by global demandIndian construction equipment exports are set to surpass twenty thousand units this fiscal year. This growth represents a nineteen percent ...
- Global Market: Bank of England seen holding rates as UK inflation climbsThe Bank of England is expected to hold its 3.75% benchmark rate for a sixth meeting despite UK inflation rising to 3.1% in August. Higher ...
- $3 trillion gain or a 10% GDP loss? WTO sounds a trade alarmThe WTO’s World Trade Report 2026 says strengthening the global trading system could lift global GDP by 2.9%, or about $3 trillion, by 2050...
- India’s strategic autonomy faces a trade test as WTO warns non-aligned economies could pay a price for fragmentationIndia's foreign economic policy aims for broad trade ties. The WTO warns of rising costs in a fragmented global trade system. India's numer...
- Quote of the day by Edward Thorp: "I think that we only get estimates of the distributions and that we can only be somewhat sure of the estimates. That makes the problems in the financial world much more difficult, I think, because you have these uncertainties in the distributions."Edward Thorp emphasizes that financial markets rely on uncertain probability estimates rather than certainties. Since models struggle with ...
- EEPC India calls for eliminating non-tariff barriers and smooth payment mechanism among BRICS nationsEEPC India calls on BRICS countries to dismantle non-tariff barriers and streamline payment systems. Such actions could greatly enhance Ind...
- India’s air travel boom leads Asia, prompting Airbus to raise growth forecast to 9.3%India's domestic air travel growth is projected to be the fastest in Asia-Pacific. Airbus forecasts India will need 3,480 new passenger air...
- Analysts remain bullish on L&T, see up to 16% upside on order book strengthLarsen & Toubro's shares face volatility, yet analysts remain optimistic about future growth. A record order book and strong capital expend...
- Navya Naveli Nanda believes Gen Z has more advantages but faces a different kind of struggles: ‘There is uncertainty’Navya Naveli Nanda believes Gen Z faces a different kind of pressure rather than lacking resilience. Speaking at the launch of Arundhati Bh...
- Global Market: Japan inflation risks put BOJ rate path in focusJapan’s inflation outlook is becoming increasingly sensitive to import costs, yen movements and supply shocks, raising concerns at the Bank...
- Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...
- A weekend in New Delhi: At BRICS, Modi and India provided an adroit demonstration of tactically gathering a motley crewThe recent BRICS summit hosted twenty nations, fostering debate and wide interpretation of its joint statement. This gathering served as a ...
- BRICS Summit: Modi warns against weaponisation of tech, critical minerals; Xi announces open-source AIBRICS Summit 2026: Prime Minister Narendra Modi urged BRICS nations to unite in the face of rising global tensions and emphasised the need ...
- BRICS joint statement to be issued as member nations reach consensus: Govt sourcesBRICS nations achieved a joint statement after intensive negotiations concluded early Saturday. India led sustained consultations to bridge...
- Rising global yields may constrain India's rate-cut cycle despite resilient growth: HSBCThe rising global bond yields are complicating India's monetary policy easing efforts. Despite sturdy domestic growth, external economic de...
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