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CAPITAL SPENDING JAPAN
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...28 Jun, 2026, 10.33 AM IST- Hormuz oil shock echoes 1973 embargo lessonsThe recent Strait of Hormuz closure, though brief, signals a potential turning point for global energy. Echoing the 1973 oil embargo, this ...26 Jun, 2026, 11.41 AM IST
- France sounds alarm as Europe's deadly heatwave takes its tollWestern Europe is grappling with a deadly heatwave, causing numerous deaths, power disruptions, and school closures. France has elevated it...25 Jun, 2026, 04.55 PM IST
- US defence firm Anduril in talks for Nissan plant to build drones in Japan, sources sayUS defense firm Anduril Industries is reportedly in talks to acquire Nissan's Oppama assembly plant near Tokyo, aiming to produce military ...25 Jun, 2026, 11.18 AM IST
- Japan's Nikkei falls on Fed rate-hike bets, tech valuation concernsThe Nikkei index in Japan fell for a consecutive second day amid worries about potential interest rate increases by the US Federal Reserve ...24 Jun, 2026, 01.25 PM IST
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...24 Jun, 2026, 11.01 AM IST
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.23 Jun, 2026, 07.58 PM IST
- Warsh Fed era heralds a new trial for Asian currenciesNew Federal Reserve chief Kevin Warsh's hawkish stance on inflation has surprised markets, signaling a stronger dollar. This poses a challe...22 Jun, 2026, 03.38 PM IST
- Yen nears 40-year low, dollar gains as peace talks in doubtThe US dollar is flexing its muscles against the Japanese yen, much to the attention of market traders. The potential for a US-Iran peace a...19 Jun, 2026, 01.44 PM IST
- Yen nears weakest in 40 years as BOJ hike fails to stem routThe yen remains near four-decade lows despite intervention and a Bank of Japan rate hike, as investor confidence is undermined by governmen...19 Jun, 2026, 07.15 AM IST
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...18 Jun, 2026, 11.54 AM IST
- Why the world is betting on China again, and what India must do about itChina's business environment prioritizes market share with strong government backing. The nation has shifted to high-quality, high-speed pr...17 Jun, 2026, 11.38 PM IST
- The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...17 Jun, 2026, 02.18 PM IST
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...16 Jun, 2026, 11.23 PM IST
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...14 Jun, 2026, 12.29 PM IST
- Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...08 Jun, 2026, 09.34 AM IST
- 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 ...03 Jun, 2026, 11.36 AM IST
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