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COPPER SUPPLY CHAIN
Record 5.4 lakh homes set for delivery in 2026, but West Asia war clouds execution outlookIndia's top cities are set for a record housing completion in 2026. Over five lakh homes are scheduled to be delivered. Developers face cha...
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
South America to ramp up India outreach despite geographyIn an era of growing diplomatic relations, South American countries are increasingly turning to India, with Argentina leading the charge by...
From inputs to retail, a monster rages through: As supply-side inflation pressures build, the implications for monetary policyIndia's inflation is shifting from producers to consumers, driven by cost-push factors like rising global commodity and energy prices. This...
Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
Chile offers India critical minerals play as CEPA talks near finish lineChile is offering India significant opportunities in critical mineral mining, including copper, lithium, and cobalt. These minerals will po...
Shot of hike as painkiller: India’s economic storm calls for decisive MPC actionIndia's economy faces a perfect storm. The rupee is at historic lows, subsidies are soaring, and fiscal deficit risks are rising. Capital o...
Circulate Capital commits $150 million to India to invest in recycling companiesCirculate Capital has committed $150 million from its second fund to Indian recycling companies, building on initial successes. The firm, b...
West Asia conflict a stagflationary shock; world economy not ready for a long war: Bank of AmericaThe West Asia conflict has triggered a stagflationary shock, impacting global growth and inflation. Bank of America forecasts a lower globa...
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
West Asia crisis may soon make everyday goods costlier in IndiaIndia faces a looming price hike on everyday goods as global commodity costs surge due to the West Asia conflict. Manufacturers are absorbi...
Global power equations to shift further towards energy, critical minerals: Former Vedanta Group CEOGlobal power is shifting towards energy security and resource control. Geopolitical tensions are reshaping industrial supply chains. Critic...
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
AI helping India's engineering hubs generate IP faster, Daimler Truck exec saysIndia has long been a base for technology support and back-office functions for global companies, but firms are increasingly relying on loc...
AI helping India's engineering hubs generate IP faster, Daimler Truck executive saysIndian engineering hubs for global firms are accelerating intellectual property generation and mitigating supply chain risks, according to ...
Ashish Kacholia-backed smallcap stock tanks 34% in just two sessions. What’s behind the selloff?Jain Resource Recycling shares plunged up to 19% after reporting operational disruptions caused by Iran–Israel geopolitical tensions, which...
India’s $1 trillion import dependence makes green transition a strategic necessityIndia faces significant import reliance across key sectors. Aatmanirbharta requires a growth model shift, with the green economy offering a...
India looks to consolidate East Africa economic partnership amid global supply chain shiftsIndia's engagement with East Africa is becoming increasingly significant, moving past traditional trade to focus on deeper industrial syner...
Copper up 9% since Iran war, near January peak. Will AI boom, shortage propel red metal to new highs?Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...