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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...- Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...
- Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...
- How Life Cycle Funds aim to simplify long-term wealth creationIndian mutual fund houses are launching Life Cycle Funds, a new goal-based investment product. These funds automatically adjust asset alloc...
- PM Modi interacts with investors, venture capitalists in Nice ahead of Bharat Innovates 2026Prime Minister Narendra Modi met with top investors and innovation leaders in Nice, France. This event precedes the Bharat Innovates 2026 c...
- For those who still have patience for long-term investing: 5 large-caps from different sectors with upside potential of up to 30%The Indian markets are closed for trading, but the oil price is reacting to overnight noise on the US-Iran war. So, will we see more weakne...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- India, EU pitch for joint initiative to strengthen EV battery recyclingIndia and the European Union have launched a new initiative to recycle electric vehicle batteries. This joint effort aims to secure raw mat...
- From machine tools to military tech: German industry dons fatiguesDefence and security-related firms for the first time have their own section at the world's top industrial fair in Hanover this week -- a s...
- Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
- EU and Australia agree on text of free trade pact and announce a new defense partnershipThe European Union and Australia have signed a landmark free trade agreement. This deal follows years of negotiations and aims to diversify...
- EU, India open talks on deeper research ties through Horizon EuropeIndia and the European Union have begun discussions regarding India's potential involvement in Horizon Europe. This flagship EU program sup...
- India-EU trade pact opens doors for students, professionalsThe newly forged India-EU free trade agreement is set to unlock a plethora of educational opportunities for Indian students eager to study ...
- "India-EU summit will derisk global order," says EAM JaishankarIndia and the European Union signed significant agreements at their 16th Summit. These pacts, including a Free Trade Agreement and a Securi...
- EU to invest $1.5 billion in region's deep tech sectorThe funding will come from the European Innovation Council (EIC), which is part of the EU's research and innovation programme, and it repre...
- Foreign flavour helping mutual fund investors mint money as D-Street slows downWe considered all equity categories such as large cap, mid cap, multi cap small cap, flexi cap, focused funds, ELSS, large & mid cap, value...
- Horizon project: Which EU science schemes has Britain joined?The UK has announced that it will participate in the EU's Horizon science research programme and Copernicus earth observation programme, bu...
- It is the right time to invest in debt mutual funds, says Puneet Pal of PGIM India MFDebt mutual funds do well in a falling interest rate scenario. Because of the inverse relationship between interest rates and prices of bon...
- Carlyle raises more than $3 billion to invest in European techFocused on lower mid-market and growth technology companies across Europe, the fund, called CETP V, has exceeded its 2.5 billion euro targe...
- European Union will become shareholder in startups for the first timeThe European Innovation Council Fund, expected to total about €3 billion ($3.7 billion), is an effort to plug a "critical" funding gap for ...
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