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POLICY HORIZONS REPORT
NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...- 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...
- Project Glasswing melts: US government suspends early access to Anthropic's Fable 5, Mythos 5 within days of rolloutIndia's brief access to advanced AI models from Anthropic has ended. A US government directive halted local access to Mythos 5 and Fable 5....
- What are US stock market, gold and silver price prediction for Monday? Market outlook after Wall Street gains and metals movementWhat are US stock market, gold and silver price prediction for Monday? Investors are assessing Wall Street's latest gains, developments in ...
- US stocks end higher as SpaceX shares surge in market debutIndian markets saw a positive close on Friday. Hopes for a peace deal between Iran and the United States boosted investor sentiment. SpaceX...
- US stocks: US market ends up on Iran war peace deal hopes, SpaceX's historic debutU.S. stocks climbed Friday, buoyed by hopes of a U.S.-Iran peace deal and the historic debut of SpaceX, which surged past its IPO price. Pr...
- First goes the Fed dot, then guidance - and then a hike?The Federal Reserve's interest rate forecasts, known as the dot plot, might be removed. This change could signal a shift in policy under th...
- Wall Street Week Ahead: Jobs report on tap for soaring US stocks as rate path, bond yields eyed as risksIndian markets are watching US economic indicators next week. Investors are concerned about rising inflation and potential interest rate hi...
- India needs to build $120-$150 billion semiconductor value chain: NITI AayogIn its report ‘Future of India’s Semiconductor Industry’, released on Friday, the Aayog has proposed establishing an autonomous national se...
- Funds are won or lost on operational rigour, not just deal-making: Artha Group COOAs venture capital matures beyond the era of easy money and momentum investing, operational discipline is becoming as important as deal-mak...
- Priority sector lending boosts inclusion, not always guarantee growth: EAC-PMIndia's priority sector lending has aided financial inclusion for decades. However, a recent report suggests that simply increasing directe...
- June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
- Forza Horizon 6 leak download link gets players banned: Is the early access safe for gamers? Global release date and timeForza Horizon 6 leak: Large portions of Forza Horizon 6 files reportedly surfaced on SteamDB over the weekend ahead of both the game’s earl...
- India’s top banks failing to tackle climate risk as threats growIndia's major banks are disclosing more climate data but not using it for lending decisions. Physical climate risks like floods and heat ar...
- 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...
- Gold stocks still overvalued despite market correction: Aditya ShahIndian markets experienced volatility as geopolitical tensions and rising fuel prices fueled investor caution, leading to a shift towards d...
- Trump is seriously considering making Venezuela the 51st state, and leaders worldwide are completely lost for wordsTrump's declaration that he is seriously considering making Venezuela the 51st US state has sent shockwaves through global diplomacy and en...
- NITI Aayog proposes measures to enhance quality of schools in India; puts larger onus on statesIn its report on ‘School Education System in India: Temporal Analysis and Policy Roadmap for Quality Enhancement’, the Aayog has mooted 13 ...
- US Stock Market | Oil shock risk builds beneath AI-driven market euphoriaGlobal equities are rallying on AI-driven optimism, with the S&P 500 hitting record highs amid strong earnings and stable economic conditio...
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