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GEOPOLITICAL CONTEXT
Sitharaman urges French firms to invest in India's AI, clean energy pushUnion Finance Minister Nirmala Sitharaman urged French businesses to boost investments in India, highlighting vast opportunities in AI, cle...- From OpenAI to Sarvam, governments may want skin in the AI gameGovernments are exploring ownership stakes in leading AI firms like OpenAI and Sarvam AI, signaling a shift in viewing artificial intellige...
- Bought gold and silver at the top? Here's what experts suggest after prices plunged up to 50% from January highsGold and silver have corrected sharply from their record highs after a stellar rally, leaving many investors with losses. Experts attribute...
- China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
- Indo-Pacific, the new Gulf: Geopolitics joins petronomics to infuse the region with new energyThe Indo-Pacific region is becoming a central energy hub as the US shifts focus from West Asian oil due to ongoing regional tensions and fl...
- Made in India, deployed abroad: The expanding map of India's arms exportsIndia's defence exports are soaring, with deals for BrahMos missiles with Vietnam and Indonesia signaling a significant shift. This surge, ...
- Easing of West Asia conflict reduces downside risk to 6.6% growth forecast: Ram Singh, Director, Delhi School of EconomicsAny moderation in El Nino effects and resolution of geopolitical uncertainty will further reduce the downside risks to growth. Operationali...
- Russia’s premier foreign policy forum "Primakov Readings" brought together 400 experts from 17 countriesMoscow hosted the 'Primakov Readings' forum, marking IMEMO's 70th anniversary. Global experts convened to discuss a 'World Without Rules: P...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- 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...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
- Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investorsReliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukes...
- 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...
- 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...
- Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
- 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...
- 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...
- Indian climate policy expert to help deliver Commonwealth Youth ForumVikrant Srivastava, an Indian climate policy expert, will help plan the 2026 Commonwealth Youth Forum in Antigua and Barbuda. He joins 22 o...
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