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BIG TECH MACROECONOMIC HEADWINDS
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...- Another AI aftershock sends Indian IT stocks for a tumbleIndian IT shares extended their seventh straight session of losses as Anthropic's new AI model intensified investor fears of revenue disrup...
- India to participate in G7 summit for 13th time, PM Modi's 7th consecutive participation: MEADuring a special briefing on the Prime Minister's visit to France and the Slovak Republic, MEA Secretary (West) Sibi George stated that Pri...
- 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...
- Tata Consumer crosses Rs 20,000 crore revenue mark in FY26, net profit up 20%Tata Consumer Products achieved a significant milestone, crossing ₹20,000 crore in revenue for FY26. The company reported a 15% revenue inc...
- Stock-pay boom amplifies US economic drumbeat: Mike DolanRising stock prices are increasingly impacting U.S. worker compensation, particularly in the technology sector, where stock-based compensat...
- No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delayEuropean Union regulators have rejected Apple's plea to delay the launch of its new Siri AI in the EU. Apple had sought an 18-month exempti...
- Flexi-staffing industry in India sees 8% YoY growth in new employment in 2025-26: ISF reportThe push for formal employment, strongly supported by the staffing industry, has been instrumental in bringing more workers into structured...
- GDP growth momentum intact, no need for additional borrowing so far: Govt sourcesIndia's economy is navigating external challenges like rising import costs. However, domestic consumption remains strong, ensuring growth m...
- BMW Group India to hike prices by up to 2 pc across BMW, MINI vehicle portfolios from July 1BMW Group India announced a price increase for its BMW and MINI vehicles. Prices will go up by up to 2 percent starting this July 1. This c...
- Big tech firms must stop young people circulating nude images, says UK PM StarmerUnder the new plans, companies like Apple and Google should build or activate technical solutions on smartphones and tablets to detect and...
- Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
- Global markets: Japan's Nikkei slumps, yen trades above 160 level on tech, Gulf concernsJapan's Nikkei share average experienced its biggest drop in three months. The yen also weakened significantly against the dollar. Concerns...
- ECB to hike rates as Mideast war pushes up inflationThe European Central Bank is poised to raise interest rates for the first time in two and a half years, driven by escalating inflation fuel...
- Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha KhemkaSiddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains pos...
- India’s long-term growth story intact despite high valuations: Citigroup CEO Jane FraserIndia's economy faces temporary global challenges. Citigroup CEO Jane Fraser states the nation's strong tech talent and diverse economy ens...
- India's rise is coming at an important time... because the world needs India, says Jane Fraser, Board Chair and CEO, CitiGlobalisation is changing. It now balances efficiency with resilience and security. This shift benefits India, a nation with strong tech ta...
- Consumption demand faces risk from global headwinds, parliamentary panel informedIndian officials have warned that consumption demand might face challenges due to global economic pressures. However, strong service export...
- Sensex falls over 300 points, Nifty below 23,350 amid persistent FII sellingIndian stock markets opened lower on Thursday, with Sensex and Nifty declining due to persistent FII selling and global headwinds. Geojit I...
- SoftBank set to dethrone Toyota as Japan’s most valuable companyShares of the Masayoshi Son-led technology group climbed as much as 10% in Tokyo trading Monday, as AI-related shares climbed across the re...
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