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GEOPOLITICAL CHALLENGES
EAM Jaishankar emphasizes Global South cooperation on challenges like energy, food security at UNGAS Jaishankar emphasized the need for collaboration among Global South countries during a recent UN General Assembly meeting. He addressed c...- Uday Kotak says India can become current account surplus nation: Asia's richest banker shares one golden formulaUday Kotak emphasized India's heavy dependence on gold imports, estimating a rise to $90 billion by FY27. He highlighted that excluding gol...
- G4 countries call for immediate UNSC reform, cite council's inability to uphold global peace, securityForeign Ministers from the G4 countries met in New York to discuss the need for UN Security Council reform. They highlighted the current Co...
- US Market: Fed’s Collins backs rate hike, flags persistent inflation risksBoston Fed President Susan Collins backed the Fed’s recent rate hike, citing persistent inflation risks and arguing that a somewhat more re...
- India, US discuss boosting AI economy through energy, digital infrastructure at UNGAA roundtable discussing US-India partnership in artificial intelligence and energy was hosted by the Indian Consulate. The event gathered o...
- Economy’s swell, but reputation? Why India’s next growth story depends on how the world sees itIndia’s long-term economic prospects remain strong despite short-term geopolitical, currency and capital-flow challenges. As the country’s ...
- Global order under stress, multilateralism must assert itself strongly: Jaishankar at inaugural UNGA 'Partners for Multilateralism' SummitExternal Affairs Minister S Jaishankar said the global order is under stress from geopolitical competition, tensions and conflicts, calling...
- ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet AgrawalWith the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in a...
- ET Alpha Summit 2.0: Mapping global capital flows to identify the next big opportunityGlobal capital is constantly shifting across markets, sectors and asset classes as investors respond to growth, interest rates, valuations ...
- Quote of the day by Fred Schwed Jr: "The principle of “managed” investment trusts is absolutely sound, granted only one premise. The premise is that there are somewhere people of such experience and insight that they can predict with some sort of accuracy the future behavior of securities"Fred Schwed Jr. questions the premise behind professionally managed investments: that experts can predict securities’ future behaviour with...
- US Market: Fed's Kashkari says US inflation still too high despite rate hikeMinneapolis Fed President Neel Kashkari said US inflation remains too high and is broad-based, extending beyond recent energy price increas...
- Manufacturing a bright spot; services presents a mixed bag: Upasna Bhardwaj, Chief Economist, Kotak Mahindra Bank"Despite the ongoing debate around the new GDP series, real GDP growth remained robust at 7.8% in the first quarter, highlighting the econo...
- India’s growth engine still has plenty of runway with earnings set to accelerate: JefferiesJefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earnings growth accelerating to 17% next ...
- Uday Kotak lays out 7 priorities for Viksit Bharat, warns against economic complacencyVeteran banker Uday Kotak urged India to avoid complacency despite its strong global position, calling for tighter fiscal management, finan...
- India’s BRICS presidency demonstrates New Delhi’s convening powerIndia's BRICS presidency convened an expanded grouping, achieving consensus on practical cooperation. The Delhi Declaration emphasized zero...
- India has a once-in-a-generation semiconductor demand window: Infosys SVPSpeaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial int...
- Global Market: Bank of England seen holding rates as UK inflation climbsThe Bank of England is expected to hold its 3.75% benchmark rate for a sixth meeting despite UK inflation rising to 3.1% in August. Higher ...
- India’s air travel boom leads Asia, prompting Airbus to raise growth forecast to 9.3%India's domestic air travel growth is projected to be the fastest in Asia-Pacific. Airbus forecasts India will need 3,480 new passenger air...
- Navya Naveli Nanda believes Gen Z has more advantages but faces a different kind of struggles: ‘There is uncertainty’Navya Naveli Nanda believes Gen Z faces a different kind of pressure rather than lacking resilience. Speaking at the launch of Arundhati Bh...
- A weekend in New Delhi: At BRICS, Modi and India provided an adroit demonstration of tactically gathering a motley crewThe recent BRICS summit hosted twenty nations, fostering debate and wide interpretation of its joint statement. This gathering served as a ...
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