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ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer IndiaWhile the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows ...- Taiwan flexes chip diplomacy muscles as it faces pressure to share AI wealth with alliesHome to companies like TSMC whose chips power AI applications, diplomatically isolated Taiwan has long sought to leverage its tech prowess ...
- How will Nifty, Sensex behave on Monday? US Fed rate hike bets, among 4 factors to drive D-Street actionIndian equities may remain volatile as rising crude prices, elevated global bond yields and renewed US rate-hike bets weigh on sentiment. H...
- ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep GuptaWith the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not e...
- US trade gap in July hits biggest in over a year on AI buildoutThe US trade deficit in July widened to its largest since March 2025, government data showed Thursday, as imports climbed on the back of th...
- International funds outperform domestic peers as subscriptions resume. Should investors increase global allocation?International mutual funds have outperformed domestic peers across multiple time horizons, prompting investors to reassess overseas allocat...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- China’s Pacific push gets a boost as key leaders skip island forumSeveral Pacific island leaders are absent from a key regional summit in Palau. This fragmentation complicates efforts to project unity amid...
- Great power rivalry threatens to overshadow a summit of some of the world's smallest island nationsAt the Pacific Islands Forum in Palau, leaders of small island nations are gathering to navigate their geopolitical landscape amidst fierce...
- Vietnam's export triumph: How a small nation beat China and India to become America's top trade partnerVietnam now leads all nations in its trade surplus with the United States. This significant shift occurred during the first half of the yea...
- AI is keeping Asia afloat as inflation weighs it down: Moody’s AnalyticsIn the Asia-Pacific landscape, economies are diverging with AI-driven export demand providing a silver lining. Nonetheless, domestic consum...
- Trump's North Korea gambit tests US ties with Asian partners, including IndiaTrump’s outreach to North Korea is unsettling US allies across Asia, with Japan, Taiwan and India reassessing Washington’s security commitm...
- Trump’s message to South Carolina voters ahead of midterms: Pretend I’m on the ballotPresident Donald Trump urged South Carolina voters to support Darline Graham. He asked supporters to pretend he is on the ballot for her. G...
- US Navy aircraft transits Taiwan Strait before planned Xi-Trump meetingA US Navy aircraft transited the Taiwan Strait, asserting international law. China's military monitored the patrol aircraft throughout its ...
- Taiwan proposes record USD 35B defence budget for 2027 as China's military pressure growsTaiwan plans a record defense budget to counter China's military threats. This significant increase signals intensified efforts to deter po...
- Why Taiwan and the South China Sea are two sides of the same strategic coinTaiwan and the South China Sea hold significant global trade importance. China claims Taiwan and asserts sovereignty over the South China S...
- Global Market: Emerging Asian currencies rise as softer dollar supports regional marketsEmerging Asian currencies gained on Monday as a weaker US dollar supported regional markets, with Taiwan and Thailand leading gains. Invest...
- Global AI investment $1 trillion in 2026, to reach 1.4% global GDP by 2028: Goldman SachsGlobal investment in artificial intelligence is projected to reach around $1 trillion in 2026, with AI-related capital expenditure expected...
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