China’s factories cap best quarter since 2020, survey showsThis "two-speed" activity sees booming tech sectors contrasting with traditional exporters struggling due to weakening global demand. The p...
02 Jul, 2026, 10.39 AM IST
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
29 Jun, 2026, 01.00 PM IST
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
29 Jun, 2026, 10.15 AM IST
The hidden reason global capital is looking beyond India for future growthForeign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...
28 Jun, 2026, 10.32 AM IST
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...
27 Jun, 2026, 12.21 PM IST
Why did market rise today? Sensex rallied 791 pts, Nifty closed above 24,000; 6 key factors drove D-St reboundIndian stock markets witnessed a significant surge today, with Sensex and Nifty climbing up to 1%. This positive momentum was fueled by the...
24 Jun, 2026, 03.59 PM IST
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
24 Jun, 2026, 11.08 AM IST
Sensex surges over 500 pts, Nifty above 23,900; Trent shares surge 4%Indian stock markets showed resilience on Wednesday, with Sensex and Nifty recovering from previous losses. Trent shares surged, leading th...
24 Jun, 2026, 10.40 AM IST
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
24 Jun, 2026, 10.08 AM IST
Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
24 Jun, 2026, 09.24 AM IST
Tech-Led global selloff, Fed rate fears weigh on Indian equitiesIndian stock markets experienced their sharpest single-day drop in nearly a month, mirroring a global tech sell-off. The Nifty 50 and BSE S...
24 Jun, 2026, 05.45 AM IST
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...
23 Jun, 2026, 09.53 AM IST
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...
23 Jun, 2026, 09.16 AM IST
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...
22 Jun, 2026, 01.16 PM IST
The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
12 Jun, 2026, 01.24 AM IST
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
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