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GEOPOLITICAL CHALLENGES IN DEFENSE
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...- Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...
- Sarvam: When US slams the door, India begins to find its own openingSarvam AI’s rise to a $1.5 bn valuation after raising $234 mn marks a major milestone for India’s push toward AI sovereignty. The funding c...
- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
- Star Wars: How India’s spacetech-defence ties are shaping the futureSpaceX’s IPO filing underscores how space has evolved from exploration to a strategic domain central to national security, communications a...
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- US says BYD, Baidu and Alibaba are aiding China's militaryAmerica has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are i...
- Reassure homes, not just economy: Why India’s growth feels weaker at household levelThe ripples of global disruptions are felt in the everyday lives of Indian families, shaping individual narratives beyond simple data point...
- 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...
- 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...
- Is Mojtaba Khamenei alive after months of rumors? Marco Rubio reveals new details about Iran’s decision-making process todayMarco Rubio Says Mojtaba Khamenei Is Alive and Influencing Iran Decisions as Leadership Questions Intensify. The latest comments from Marco...
- 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...
- Quote of the day by Seth Klarman: "The challenge is whether you can invest in things that won’t be too bad on the day when the market turns"Seth Klarman, a renowned investor, highlights a crucial investment challenge. He emphasizes preparing portfolios for market downturns, not ...
- ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revivalIndia's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Priv...
- US Cyber Command vs China offensive cyber gap and CYBERCOM 2.0 mastery strategy—is US falling behind?The U.S.-China cyber race is entering a decisive phase. China has rapidly expanded its offensive cyber capabilities, with U.S. officials wa...
- RBI must let rupee depreciate; use liquidity tools, not rate hikes, to curtail inflation: Duvvuri SubbaraoFormer RBI Governor Duvvuri Subbarao has advised the RBI to allow some rupee depreciation to counter external pressures. He has suggested u...
- 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...
- US IPO: Honeywell's Quantinuum eyes $12.7 billion in initial public offering valuation. Check symbol in NasdaqQuantinuum, formed in 2021 after a separation from Honeywell and a merger with Cambridge Quantum, is chaired by the industrial giant's CEO,...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
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