Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
09 Jun, 2026, 12.18 PM IST
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
09 Jun, 2026, 08.40 AM IST
Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...
08 Jun, 2026, 08.12 PM IST
ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlookHelios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening funda...
04 Jun, 2026, 05.04 PM IST
Withholding tax removal could unlock $25 billion in bond Inflows, says Citi's Aditya BagreeIndia anticipates substantial foreign investment. Two key policy shifts, removing withholding tax on government bonds and inclusion in the ...
04 Jun, 2026, 04.22 PM IST
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageNvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that hi...
30 May, 2026, 07.25 AM IST
Asia Pacific real estate investment rises 19% in Q1; India emerges as key logistics, data centre growth market: SavillsIndustrial and logistics assets also continued to attract strong investor interest due to growing demand linked to AI-related manufacturing...
28 May, 2026, 07.24 PM IST
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...
28 May, 2026, 10.16 AM IST
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
26 May, 2026, 11.53 AM IST
Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
26 May, 2026, 09.55 AM IST
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...
26 May, 2026, 09.00 AM IST
Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
16 May, 2026, 01.55 PM IST
Why is Taiwan the elephant in every room between US and China?US President Donald Trump met Chinese President Xi Jinping in Beijing. Taiwan remains the most crucial issue for China. The island's self-g...
15 May, 2026, 11.40 AM IST
Xi tells Trump that mishandling of Taiwan could spark conflictChinese President Xi Jinping met with US President Donald Trump for trade talks. Xi Jinping stated that trade negotiations were progressing...
14 May, 2026, 09.43 PM IST
An ancient warning hangs over the Trump-Xi summit bonhomieChinese President Xi Jinping invoked the "Thucydides trap" at his summit with US President Donald Trump, highlighting the risk of war betwe...
14 May, 2026, 01.38 PM IST
Trump arrives in Beijing for high-stakes Xi summit amid Iran, trade and Taiwan tensionsUS President Donald Trump has arrived in Beijing for crucial talks with Chinese President Xi Jinping. The leaders will focus on trade dispu...
13 May, 2026, 08.19 PM IST