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THE GEOPOLITICAL BUSINESS INC.
Asian stocks rebound on Iran optimism, AI tradeAsian stocks rebounded, led by South Korea's Kospi, as Middle East tensions eased and artificial intelligence shares recovered. Wall Street...- Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
- Ola’s valuation crashes 99%; Snapchat India ad pushHappy Thursday! American investor Vanguard has slashed the fair value of Ola's parent company. This and more in today’s ETtech Morning Disp...
- Snapchat’s India advertiser base jumps 10-fold in just two years: Pulkit TrivediSnapchat has significantly expanded its advertiser base in India tenfold over the past two years, with a threefold increase in recurring ad...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
- Global Market Today: Asian stocks edge up, Yen nears 160 per dollarAsian stocks followed Wall Street higher, driven by renewed enthusiasm for AI-linked equities, pushing the S&P 500 to a ninth consecutive g...
- Saving supply chains from climate shocks is a lure for investorsCompanies are increasingly focused on supply chain resilience. This trend is expected to continue, offering new opportunities and protectin...
- IT still a question mark; 6 sectors where Envision Capital's Nilesh Shah is actually putting moneyNilesh Shah, MD and CEO of Envision Capital, is buying through market volatility but steering clear of IT, questioning the validity of curr...
- Europe’s banks embrace AI — and confront the price of dependence on US techThe finance industry is rapidly adopting AI, but soaring costs for computing power and AI assistants like Claude are creating financial str...
- Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
- Fishermen are being pushed to the brink by fuel costs in Southeast AsiaRising energy, freight, and supply chain expenses are escalating seafood prices globally. Governments offer aid, but it's stretched thin, i...
- Kalshi, Polymarket defy India ban on online betting platformsDespite India's technology ministry warning that prediction markets like Polymarket and Kalshi are illegal, customers in India continue to ...
- Doing more with less is India Inc's new mantra to beat tough timesPrioritising efficiency, Indian enterprises are reshaping their spending habits. Non-essential travel and expenses are being minimized, whi...
- Geopolitical tensions keep markets nervous despite strong earnings: Dipan MehtaGeopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc...
- India Inc must move beyond protectionism to become global manufacturing hub: Niti Aayog's Rajiv GaubaNiti Aayog member Rajiv Gauba emphasized the government's commitment to trust-based governance reforms, focusing on granular changes at sta...
- ‘It’s not like a lockdown is going to take place tomorrow’: Puri dismisses fears after PM Modi’s fuel-saving pushUnion Minister Hardeep Singh Puri reassured citizens that no lockdown-like restrictions are imminent despite Prime Minister Modi's call for...
- 'Think boldly, innovate fearlessly, & invest strategically': Shaktikanta Das to India Inc amid global shocksIndian businesses are urged to embrace bold thinking, fearless innovation, and strategic investment. Geopolitical shifts demand a new globa...
- Can India withstand extreme energy demand shocks? Shaktikanta Das respondsIndia can now better handle extreme energy demand shocks. Businesses are urged to reduce reliance on single sources and focus on long-term ...
- Waaree Energies eyes solar cell unit in the USWaaree Energies is planning significant expansion in the US. The company may build a solar cell manufacturing facility there. This follows ...
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