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Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...- Global Market: M&A hits record $2.8 trillion in H1 2026 as mega-deals dominate activityGlobal M&A activity hit a record Rs 2.8 trillion in the first half of 2026, driven by a surge in mega-deals above $10 billion. Supportive f...
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
- Economy resilient but risks from monsoon, geopolitical uncertainties remain: FinMin reportIndia's economy shows resilience despite a slight slowdown in some key indicators. While global commodity prices ease, risks loom from an u...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
- The six forces every business leader must navigate before the next decadeBusiness strategy is being reshaped by geopolitics, AI, shifting supply chains and new economic realities. In this executive masterclass, R...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- 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 ...
- US inflation tops 4% for first time in three years, keeping Fed hike in playUS inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve's interest rate hike plans on the table fo...
- At 13, he left school. At 14, he owns office in Burj Khalifa, Dubai: How teen built a thriving AI business, without taking an AI courseA 14-year-old prodigy, Jainam Jain, is making remarkable strides in the business world, even securing an office on the 141st floor of Dubai...
- Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
- India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
- How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
- US announces $17.5 billion in loans for nuclear power supply chainThe U.S. Department of Energy is offering $17.5 billion in conditional loans to bolster the domestic nuclear supply chain, aiming to accele...
- AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
- China's push for green power use in AI projects faces hurdles, experts sayEnsuring reliable electricity for AI-focused data centres has become a strategic priority, underscored in China's 2026 government work repo...
- Why speed, scale and reliability will define the next infrastructure boomAs India’s digital infrastructure boom accelerates, data centres are emerging as the backbone of the AI and cloud-driven economy.
- India's clean energy transition needs cleaner industrial supply chainsIndia's clean energy ambitions depend not just on renewable capacity but also on decarbonising industries. Cleaner supply chains, green man...
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