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Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...- 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...
- Donald Trump may visit India early next year, hope to finalise trade deal soon, says Marco RubioUS Secretary of State Marco Rubio revealed plans for President Donald Trump's visit to India early next year, highlighting strengthening In...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- China angered, Taiwan cheered by Western allies' alarm over Chinese Coast Guard activitiesInternational concern is mounting over China's assertive maritime actions near Taiwan. The US, Britain, France, and Germany have voiced ala...
- SK Hynix surges 12% as US listing plan boosts valuation hopesSK Hynix shares surged as much as 12% after the memory chipmaker unveiled plans for a $29 billion US listing, boosting hopes of higher valu...
- UK, France, Germany raise alarm about Chinese activities off eastern TaiwanBritain, France, and Germany have voiced serious concerns over China's recent maritime activities near Taiwan's east coast. These actions, ...
- Modinomics is appeasement of US, capitulation to China: CongressThe Congress party has criticized the Modi government's economic policies, dubbing them as "Modinomics." They argue that these policies inv...
- Taiwan says warning time for any China attack is shorteningTaiwan's military is conducting "immediate combat readiness" drills, simulating a sudden Chinese attack, as Defence Minister Wellington Koo...
- Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
- 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...
- India, Taiwan ETFs see record outflows before Asia stock reboundUS-listed ETFs tracking India and Taiwan saw record outflows in March amid currency weakness, rising yields and energy concerns. Despite th...
- China hits back at US sanctions on tech giants, restricts exports to 10 American defense firmsChina imposed export controls on 10 US companies involved in defence and rare earths mining in response to Washington's blacklist, and bann...
- FPIs temper selling but derivatives bets still signal cautionForeign investors remain cautious about Indian stocks, despite some cash market buying. Their derivative bets show lingering doubt, influen...
- Taiwan to stage five days of combat readiness drillsTaiwan's military is commencing a five-day combat readiness drill this week, a significant shift towards realistic war simulations. This mo...
- US probes Germany's drug pricing policies, opens door to tariffsThe US has launched a trade probe into Germany's pharmaceutical pricing, alleging it unfairly burdens American commerce and forces the US t...
- 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...
- Taiwan's Lai says defending democracy is not a provocation against ChinaTaiwan's President Lai Ching-te asserts that defending the island's security and freedom from Chinese Communist Party rule is not provocati...
- PM Modi and Trump direct officials to fast-track 'commercially meaningful' trade pactPrime Minister Narendra Modi and US President Donald Trump agreed to push for an early conclusion of a balanced and commercially meaningful...
- India's m-cap tops $5 trillion, climbs back into global top sixIndia's stock market value has crossed the $5 trillion mark. This surge has placed India back in the sixth position globally. The rebound f...
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