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India treads cautiously as Trump seeks fresh start with PM ModiUS President Donald Trump and Prime Minister Narendra Modi struck a friendly tone during their first face-to-face meeting in over a year, w...- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
- 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...
- PM Narendra Modi lines up middle-power talks ahead of Trump meeting at G7Prime Minister Narendra Modi will attend the G7 summit in France. He will highlight India's expanding relationships with countries like Can...
- Anthropic’s Fable 5 takedown triggers India Inc push for AI self-relianceA US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology l...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
- Trump’s Kharg threat, reversal show Iran war high-wire actPresident Donald Trump considered capturing Kharg Island, Iran's main oil export terminal. This move would have severely impacted Iran's ec...
- 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...
- 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...
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
- FII exodus, crude shock, and Rupee under pressure: Deepak Shenoy breaks down India's market stormIndian stock markets are facing tough times due to global economic factors. Deepak Shenoy of Capitalmind MF advises investors to look beyon...
- 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...
- More macro headwinds on the cards? Tackle them with core principles: 6 pharma stocks with upside potential of up to 28%There was a time when the Indian pharma story in the US was almost entirely about inspection risk. The US FDA would inspect a plant, a warn...
- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
- Sensex falls 70 points, Nifty below 23,900 as US-Iran tensions simmerIndian stock markets opened lower on Wednesday. Sensex and Nifty saw minor declines. Investors are watching US strikes on Iran and their ef...
- Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
- On first official India trip, Rubio tries to tackle a trust deficit between Washington and DelhiUS Secretary of State Marco Rubio met with Indian counterpart Subrahmanyam Jaishankar in New Delhi. The talks aimed to mend ties strained b...
- For both the compulsive trader and careful investor: 25 stocks to watch if risk appetite returns; some with upside potential, some notIf the price of crude oil softens, Indian equities may again see a risk-on phase. Tariff concerns are no longer the central issue; the larg...
- Energy, economics and old ties: Why Marco Rubio's Modi meeting mattersUS Secretary of State Marco Rubio met Prime Minister Narendra Modi in New Delhi. Discussions focused on energy security amid a global crisi...
- US Secretary of State Marco Rubio arrives in Kolkata as part of his 4-day visit to IndiaUS Secretary of State Marco Rubio arrived in Kolkata, marking the first visit by an American secretary of state in 14 years. His four-day d...
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