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TAIWAN QUESTION
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...- The hidden reason global capital is looking beyond India for future growthForeign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...
- 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...
- Xi backs Bangladesh in upholding sovereignty, 'rejecting foreign interference' in talks with PM RahmanChinese President Xi Jinping pledged unwavering support for Bangladesh's sovereignty and rejection of foreign interference during Prime Min...
- US defence firm Anduril in talks for Nissan plant to build drones in Japan, sources sayUS defense firm Anduril Industries is reportedly in talks to acquire Nissan's Oppama assembly plant near Tokyo, aiming to produce military ...
- India’s development ladder after AI: What comes next?India’s future prosperity may increasingly depend on empowering its smaller economic units to become more productive using AI.
- Quote of the Day by Lao Tzu: ‘Doing nothing is better than…’ - why more effort doesn't always strengthen a relationshipQuote of the Day by Lao Tzu: Feeling busy but not productive? Ancient philosopher Lao Tzu's wisdom, "Doing nothing is better than being bus...
- Largecaps over midcaps, banks over PSUs: V Srivatsa reveals where smart money is headingIndia's market outlook is positive, driven by cooling geopolitical tensions and falling crude oil prices, according to UTI AMC's V Srivatsa...
- NFO Update: Ionic Asset announces launch of Global Asset Allocation FundIonic Asset has launched the Global Asset Allocation Fund, a GIFT City-based, privately placed offering aimed at sophisticated investors, H...
- How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
- Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
- Elon Musk's fortune takes a $300 billion hit as SpaceX sees $1 trillion rout in market valueElon Musk's net worth has dropped by an estimated $350 billion after SpaceX shares tumbled more than 30% from their post-IPO peak, wiping o...
- After workers, beggars replaced by robots: Viral video from China makes netizens question if begging will face 'layoffs'A Unitree humanoid robot was filmed soliciting donations on a Chinese street, claiming it needed funds for recharging. This incident follow...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- 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...
- AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
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