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TAIWAN CRISIS
Why market rallied today? Sensex zooms 1,700 points, Nifty closes above 23,600. 4 key factors behind Rs 10 lakh crore gainsSensex and Nifty surged 2% each, adding Rs 10 lakh crore in market cap, as easing oil prices and US-Iran peace hopes boosted sentiment. Bro...
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
Sensex falls over 300 points, Nifty below 23,350 amid persistent FII sellingIndian stock markets opened lower on Thursday, with Sensex and Nifty declining due to persistent FII selling and global headwinds. Geojit I...
Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...
India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind MaheswariIndian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite ...
Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
Asia's factory output expands as firms stockpile buffers over Iran war risksAsian factories saw steady growth in May. Companies built up stocks to counter potential supply disruptions from the Middle East conflict. ...
America fired 1,000 Patriot missiles but replaced only 172: Is the US missile stockpile crisis leaving Ukraine, Taiwan, and America vulnerable until 2029?The US missile stockpile crisis is now exposing a deeper global defense weakness as America fired more than 1,000 Patriot interceptors but ...
India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
Global cues extend to D-Street, indices climb more than 1%Indian equities surged over 1% on Monday, with the Nifty reclaiming the 24,000 mark, driven by optimism over a potential US-Iran agreement ...
Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI ...
FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K AmbaniForeign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including mode...
AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giantsAsian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now out...
Oil prices and dollar hold key to EM flows: Manpreet GillGlobal bond yields are climbing, prompting investors to re-evaluate market risks. This rise pressures equities, particularly those in the a...
White House unveils massive US-China accords on trade and Iran, silences Taiwan flashpointThe White House released details of President Trump's China visit. Major trade deals were struck, including aircraft purchases and agricult...
White House fact sheet on Trump's China visit cites Iran agreement; omits TaiwanThe US and China have agreed to create new trade and investment boards and build a more stable economic relationship based on fairness and ...
Pageantry over policy: Takeaways from Trump's China tripPresident Trump's state visit to Beijing with Chinese President Xi Jinping yielded few concrete outcomes on key issues like Iran, trade, an...