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DEGLOBALISATION IMPACTS
West Asia War: Fracturing world order raises energy risks for India, ONGC chief warnsIndia faces a more fractured global order with increased risks to its energy supplies. ONGC chairman Arun Singh warns that the country's tr...- Gold price prediction for April: What could be likely gold rate next month?Gold rate prediction: Gold's price rally from $1,650 per ounce in November 2022 to a record $5,595 in January 2026.
- HCLTech's Q4 profit dips 6.5% to Rs 4,307 croreThe Noida-based company's forecast, though, was better than that of its peers. While Infosys has guided for flat to 3% growth in 2026 reven...
- US trade uncertainties to undermine business confidence, adversely impact growth in Asian region: Moody'sMoody's Ratings cautions that uncertainties in US trade policy, despite a tariff pause, will likely dampen business confidence and consumer...
- China's overall level of debt tops 300% of GDPChina's debt has surpassed 300% of GDP, with further increases expected, while the central bank plans to continue easing monetary policy wh...
- Market correction presenting opportunity for long-term investors: Milind KarmarkarMilind Karmarkar of Dalal & Broacha predicts market corrections are temporary, pointing to previous trends where corrections preceded growt...
- Trump policies may result in lower growth globally; India likely to be relatively better off: Sonal Varma, NomuraNomura's Chief Economist, Sonal Varma, predicts that while a second Trump term will likely hinder global economic growth due to increased t...
- World economy will avert recession and get a boost from technology, says Nouriel RoubiniGlobal industry leaders suggest that artificial intelligence could significantly uplift the global economy, countering challenges like degl...
- India should expand manufacturing base by taking advantage of supply chain shift: Punit Renjen, incoming chairman, SAPIn an interview with ET, incoming SAP chairman Punit Renjen talked about his "second innings" at SAP, and how the enterprise software major...
- ETMarkets Smart Talk-Shiv Sehgal of Nuvama explains why he calls India’s investment thesis as 5D advantageNothing Fitch says is wrong, but nothing it says is new either and there aren’t any real-world implications of the downgrade (as far as cov...
- Structural reforms, price stability key for sustained growth: RBI reportThe Report on Currency and Finance (RCF) for the year 2021-22 also emphasised that timely re-balancing of monetary and fiscal policy should...
- Covid-19 pushing world to ‘big government’: BofA‘India will have to step up govt spending and be self-reliant to prepare for future contingency’
- View: De-globalisation & what emerging markets should learn from thisEmerging markets have been the biggest beneficiaries of the globalisation making them competitive. As the phenomenon loses its sheen in adv...
- Outlook for Indian IT in 2018 cautiously positive: Nasscom"It isn't yet time to say it (challenging times) is all over....now we are seeing everything being great and all that... No," R Chandrashek...
- Hyper globalisation is dead but not globalisation: Arvind Subramanian"We need to champion openness outside and we need to be more open ourselves."
- Union Budget 2017: Not worried about oil price rise, will know total effect of note ban in next qtr: Jayesh Mehta, BankAm-MLBut at least on the oil price front, if global growth is going to be shrunk because of deglobalisation talks, I am not too much worried abo...
- 1914 revisited: Open world order is breaking apartIt is not clear how Trump, who has called for protectionist measures and tighter borders, will govern. But it is clear that the open world ...
- Donald Trump could exacerbate a dollar crunch“We expect de-globalisation to negatively impact financial markets, particularly the availability of dollar funding,“ analysts write.
- Rupee devaluation: Why this desperation and can we really do anything about it?In our assessment, the rupee is considerably overvalued on a REER basis. Our projection for the rupee has been maintained at 68-70.
- Middle East has both good and bad bets: LGT Capital ManagementRoger Groebli, ED, Head of Financial Markets Analysis, LGT Capital Management spoke to ET NOW
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