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TAIWAN DEFENCE SPENDING
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- Trump's China moves can open up a vast market for IndiaIndia is emerging as a significant defence supplier in Southeast Asia, with Vietnam becoming the second buyer of the BrahMos missile after ...
- How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to alignAsia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...
- Japan refutes 'new militarism', accuses China of rapidly armingJapan's Defence Minister Shinjiro Koizumi refuted accusations of "new militarism" and criticized China's opaque military buildup. He emphas...
- Hegseth tones down warnings about China but says US remains committed to Pacific securityUS Defense Secretary Pete Hegseth reassured Pacific allies of America's commitment to the region. Speaking at a defense conference in Singa...
- Pentagon chief urges allies to boost defence spending amid 'alarm' over China's buildupPentagon chief Pete Hegseth has voiced concerns over China's military expansion in the Pacific. He noted widespread alarm across the region...
- US will need years to replenish stockpiles of advanced weapons used in Iran war, analysis findsA new CSIS report has warned that the United States could take up to three years to replenish key missile stockpiles depleted during the Ir...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
- Taiwan says China deployed more than 100 vessels in regional watersChina has deployed over 100 naval and coast guard vessels across regional waters. This comes as Taiwan's security officials express concern...
- 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...
- Taiwan presses case for US arms after Trump says he's undecided on new salesTaiwan's deputy foreign minister emphasized that U.S. arms sales are crucial for regional peace. This comes after President Trump expressed...
- Ahead of Trump-Xi summit, China warns on US arms sales to TaiwanChina strongly opposes U.S. arms sales to Taiwan, urging Washington to honor commitments ahead of President Trump's Beijing summit. Beijing...
- Taiwan's parliament approves $25 bn defence spending billTaiwan's parliament approved a $25 billion defence spending bill on Friday that opposition lawmakers say will be used for US weapons, follo...
- Kotak International announces launch of Kotak Indo-Pacific Defence UCITS ETFKotak International has launched its first UCITS ETF focused on the Indo-Pacific defence sector, offering exposure to rising military spend...
- China teases new aircraft carrier in video, vows to build up islandsChina has revealed a video hinting at a new nuclear-powered aircraft carrier. The nation also plans to strengthen its island infrastructure...
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