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GEOPOLITICAL CONSIDERATIONS
Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...
Over 10% of luxury home sales now come from NRIs across key global markets: Whiteland's Sudeep BhattIndia's luxury housing market is experiencing a structural transformation, attracting significant global capital, particularly from Non-Res...
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...
Buy the dip, stay invested: Matt Orton sees more upside for global marketsGlobal markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highl...
PM Modi invited to Khamenei's funeral as Iran prepares for burial of longtime supreme leaderPrime Minister Narendra Modi has received an invitation from Iranian President Masoud Pezeshkian to attend the burial of the late Supreme L...
Ten days after Fable 5 shutdown, Sakana AI makes its moveA Japanese AI lab, Sakana AI, has launched Fugu and Fugu Ultra, innovative AI systems that claim frontier-level capabilities without relyin...
Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
Lower oil prices open door for MPC to time policy normalisation: ICICI ResearchFalling oil prices and easing geopolitical tensions have improved India's inflation outlook, giving the Monetary Policy Committee room to d...
Air India at a crossroads as Tata weighs Nipun Aggarwal, Vinod Kannan for next CEO, says reportAir India's leadership race is heating up with Nipun Aggarwal and Vinod Kannan as top contenders to steer the airline through turbulent tim...
India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.
IndAI sovereignty, a fable: Frontier AI is now a geopolitical tool — India must leverage its market accessibilityIndia faces a critical juncture as powerful AI models are restricted by the US. This move impacts the security of India's digital infrastru...
Stay invested, keep accumulating quality stocks: Neeraj DewanEasing crude oil prices have boosted sentiment for Indian equities, with experts recommending accumulation of quality stocks in financials,...
Digital systems secure, says Axis Bank amid AI platform-driven vulnerability claims on cybersecurityAxis Bank assures its digital systems are secure. The bank states cyber fraud largely occurs when customers are tricked by external communi...
As oil roundtrips, AI booms, and US consumers spend, economists' Fed outlooks hit the extremesEconomists are divided on the U.S. economic outlook, with some predicting rate cuts due to consumer weakness and falling real wages, while ...
Congress slams PM Modi's 'blind devotion to Israel', says national interest demands greater balanceCongress has criticized the Modi government's foreign policy. They state Pakistan's influence is growing, posing a challenge alongside Chin...
India’s fertiliser subsidy model is broken; direct income support is the only way forward: Ashok GulatiIndia’s fertiliser subsidy regime is facing scrutiny; rising global fertiliser and energy prices and rising fiscal pressures expose its ine...
Will SpaceX's $75 billion IPO set the ball rolling for Reliance Jio and NSE listings in India?SpaceX's massive IPO is making waves globally. However, Indian market experts believe this will not directly impact upcoming listings of Ji...
Silver prices crash nearly 50% in 5 months. Is it still worth investing?A similar trend has been reflected in India’s MCX futures market, where silver prices tumbled from a record ₹4.28 lakh per kg to around ₹2....
FCNR(B): Revisiting a proven crisis management toolFacing renewed external sector pressures, the RBI has revived a version of the FCNR(B) deposit framework to attract foreign currency inflow...
What are US stock market, gold and silver price prediction for Monday? Market outlook after Wall Street gains and metals movementWhat are US stock market, gold and silver price prediction for Monday? Investors are assessing Wall Street's latest gains, developments in ...