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Beyond China, beyond tariffs: India, Japan look to MSMEs to turn strategic ties into factory-floor partnershipsAs Japanese Prime Minister Sanae Takaichi visits India, industry sees the biggest opportunity not in tariff concessions but in supplier eco...- China’s factories cap best quarter since 2020, survey showsThis "two-speed" activity sees booming tech sectors contrasting with traditional exporters struggling due to weakening global demand. The p...
- The overcapacity narrative of the US: Why it does not apply to IndiaThe ‘overcapacity’ argument posits that certain countries produce far beyond their domestic absorption capacity, dumping the surplus on wor...
- Trade disruptions, API dependence, compliance costs: Pharma MSMEs spell out policy priorities on World MSME DayIndian pharmaceutical MSMEs are facing immense pressure from rising costs, supply chain woes, and stringent regulations. Industry represent...
- India initiates anti-dumping probe against 3 Chinese productsIndia has launched anti-dumping investigations into imports of thermal paper, BOPA film, and certain antioxidants, primarily targeting Chin...
- As China gorges on homegrown foie gras, France faces a new rivalChina is rapidly emerging as a global powerhouse in foie gras production, with farmers like Li Fengshan driving massive output increases. C...
- How a Noida-based apparel maker found its way into wardrobes worldwideCTA Apparels is embracing automation and vertical integration to enhance speed, transparency, and traceability. This shift positions them a...
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- Defence production up 15%; private sector share climbs to 24%India's defence production has hit a record high of ₹1.78 lakh crore. This growth is fueled by the private sector, with exports also reachi...
- Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...
- The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
- Karnataka explores biotech financing framework, AI-led innovation to support sector growthKarnataka is developing a dedicated support framework for its biotechnology sector, encompassing funding, mentoring, and regulatory guidanc...
- The next big money game is here. Everyone wants a seat at the tableIndia's wealth management scene is experiencing a remarkable transformation. With the rapid rise of affluent households, there’s a surge in...
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- To win the deep-tech race, India needs ‘General Innovation Rules’India is launching ambitious science initiatives. However, current financial rules designed for conventional procurement hinder R&D. A new ...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- India's fuel exports fall to lowest since 2022 amid refinery maintenance, domestic demandIndia's refined fuel exports dropped significantly in May, reaching their lowest point since October 2022. Refinery maintenance, particular...
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
- Will we K-Pop (desi remix)? How India can turn Tata, Adani, Reliance into global titansForeign companies are exiting India for various reasons, from business failures to global strategy shifts. India aims to build national cha...
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