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GEOPOLITICAL ADVANTAGE
After BrahMos, India may have found its next military bestsellerIndia’s defence export story, long centred on the BrahMos supersonic missile, may be expanding to include a new system gaining global atten...- India needs 7-8% growth for Viksit Bharat, private investment and export push crucial: EAC-PM ChairmanIndia needs sustained 7-8% economic growth to become 'Viksit Bharat' by 2047, driven by private investment and exports. Structural reforms ...
- The next AI arms race will be over certainty, not intelligenceRecent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...
- Quote of the day by Chris Browne: "In a world that thrives on 24 hours a day financial news, inactivity is seen as brain dead"Chris Browne’s quote highlights the importance of patience in investing amid constant market noise. The piece explains how excessive tradin...
- The new rules of business: AI, innovation and strategic leadership for long-term successAI, emerging technologies, evolving workforce expectations, and global uncertainty are reshaping the rules of business. As organisations na...
- Leadership excellence and strategic decision-making: The leadership advantage in an age of constant disruptionFor decades, professional success was built on expertise. The executive who understood the market better than competitors held influence. T...
- Odisha coal gasification project to meet 35% of India's ammonium nitrate needs by 2030: IndustryA significant Rs 25,016-crore coal gasification project in Odisha, recently inaugurated by President Murmu and PM Modi, is set to fulfill n...
- Reliance to turn crude into carbon fibre, green chemicals, other materials in major O2C overhaulReliance Industries is set to reinvent its oil-to-chemicals business. The company will convert crude oil into advanced materials and green ...
- Quote of the day by Charlie Munger: "I figure that I want to swim as well as I can against the tides. I’m not trying to predict the tides"Charlie Munger’s quote on swimming against market “tides” highlights his belief that investors should not try to predict markets but instea...
- From Hormuz shock to energy security: How Reliance kept India's fuel lifeline intactReliance Petrochemicals, Reliance Oil Business, AGM 2026: Reliance Industries ensured energy security during a West Asian conflict. The com...
- Man Industries bullish on Gulf after US-Iran truceIndian construction companies are set to gain from Middle East rebuilding. Man Industries acquired a Saudi Arabian firm, boosting its capac...
- 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...
- Quote of the day by Charles Ellis: "There’s an old market saying about stocks to the effect that they all go down together"Charles Ellis highlights how stocks often decline together during market stress, challenging the perceived safety of diversification. The p...
- FPIs pump record funds into G-Secs after policy shiftForeign funds are pouring into India's government bond market at a record pace this month, driven by tax exemptions on interest and capital...
- Exide to balance lead-acid strength with lithium-ion pushExide Industries is strategically expanding into lithium-ion cell manufacturing to support India's energy transition. The company will cont...
- 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...
- Tata Motors PV eyes industry-leading FY27 growth as new launches, EV momentum fuel optimismTata Motors Passenger Vehicles anticipates strong growth in fiscal 2027. The company plans new product launches and a multi-powertrain stra...
- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
- War and AI force India Inc to rethink huge office dealsLarge office leasing deals in India are experiencing extended closing times as companies adopt a cautious approach to expansion amid geopol...
- US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantageUS restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantag...
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