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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...
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...
China hits back at US sanctions on tech giants, restricts exports to 10 American defense firmsChina imposed export controls on 10 US companies involved in defence and rare earths mining in response to Washington's blacklist, and bann...
Charting the global economy: Fed turns hawkish, China demand weakensFederal Reserve Chairman Kevin Warsh signaled a shift towards interest-rate hikes amid persistent inflation, while euro-area price pressure...
India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.
Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...
Taiwan launches website to collect intelligence on ChinaTaiwan has opened a new website for Chinese citizens to share intelligence. The platform encourages those who value democracy to report on ...
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas KhemaniVeteran investor Vikas Khemani said concerns over Indian equities stem largely from recency bias, not weakening fundamentals. Speaking at t...
Oil Price Prediction: Oil prices climb toward $100 as US stocks end record rallyOil price prediction remains a major topic for investors as oil prices moved closer to $100 per barrel following renewed tensions involving...
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 ...
FPIs' outflow nears Rs 33,000 crore in May on weaker rupeeHowever, the trend reversed in March, when foreign investors pulled out a record Rs 1.17 lakh crore. The selling continued in April with ne...
US defence secretary Hegseth chides Europe, hails ties with China & Asia alliesUS Defence Secretary Pete Hegseth lauded Asian allies like South Korea and Japan for defence contributions. He also noted improved ties wit...
Taiwan says US has no timetable for chip tariffs, preferential terms already agreedTaiwan has secured preferential treatment for its semiconductor exports under a January trade deal with the US, ensuring favourable terms s...
Weaponised dependency: Chinese mercantilism is more damaging to global trade than Trump tariffsThe recent US-China summit saw improved engagement but little progress on global economic challenges. China's trade practices continue to i...
Trump leaves Beijing with few wins but warm words for XiWhile Trump searched for immediate business wins, such as a deal to sell Boeing jets that did not impress investors, Xi talked up a long-te...
Don't panic, don't rush into deals: Why Trump's trading partners should let US courts fight the tariff warUS courts are consistently striking down President Trump's tariffs. This offers a clear lesson for America's trading partners. They should ...
Donald Trump says China wants to buy oil, soybeans from USPresident Trump announced China's intent to purchase US oil and soybeans following his meeting with Xi Jinping. Discussions also covered Vi...