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GEOPOLITICAL INSIGHTS
Delhivery’s Barua bets on consolidation; Amazon, Flipkart’s qcomm price warHappy Monday! Delhivery CEO Sahil Barua told us in an interview that the logistics sector is likely to see more consolidation. This and mor...- Why are oil prices rising today, and will Brent crude futures and US WTI prices continue to go up? Oil prices gain after renewed US-Iran strikes and Strait of Hormuz disruptionWhy are oil prices rising today, and will Brent crude futures and US WTI prices continue to go up? Oil prices increased after renewed attac...
- Global tourism boards bet big on Indian travellers to power growthThailand is actively wooing Indian travelers with the promise of Tomorrowland and easier travel, aiming for over 2.5 million visitors by 20...
- 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...
- Why are oil prices up today, and will Brent, US WTI crude futures continue to rise or fall again? Cargo ship attack near Oman lifts crude pricesWhy are oil prices up today, and will Brent, US WTI crude futures continue to rise or fall again? Oil prices gained more than 2% after a ca...
- Bitcoin's dominance rises to 58%; remains the most-held crypto asset across Indian cities: ReportBitcoin’s dominance in the global crypto market rose to 58.2% in H1 2026, while it remained the most-held digital asset across Indian citie...
- NFO Update: Tata AIA Life Insurance launches Multifactor Index FundTata AIA Life Insurance has launched the Tata AIA Multifactor Index Fund, a ULIP-based offering designed to combine equity market participa...
- Hormuz shipping activity shows signs of recovery; Indian refiners shine amid disruption: S&P GlobalShipping through the crucial Strait of Hormuz is showing signs of recovery, with daily transits increasing significantly, though still far ...
- 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...
- 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...
- US Stock Market: Foreign demand for US Treasuries rises in April, led by Japan and UKForeign investors continue to show strong interest in U.S. Treasury securities, with holdings inching up in April to $9.352 trillion. This ...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- 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...
- Indian exporters look beyond US, UK amid global uncertainties: PayPal's Abid MurshedIndian MSMEs are shifting focus from initial sales to sustainable global growth, facing challenges in operational realities and cost compet...
- ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...
- "Growth for whom, with whom, in what direction?" : PM Modi challenges conventional economic metrics at G7 SummitAt the 2026 G7 Summit in France, PM Narendra Modi shared insights on X calling for inclusive global economic growth. His schedule includes ...
- India's structural growth story remains strong despite global uncertainties: VenturaIndia's long-term growth outlook remains robust despite global geopolitical uncertainties and intermittent market volatility, supported by ...
- India-Australia ties hold 'key role' in Indo-Pacific calculus, ex-PM Scott Morrison saysFormer Australian PM Scott Morrison highlighted the Indo-Pacific as the world's center, emphasizing the Australia-India partnership's cruci...
- US Stock Market: Fed meeting in focus as Wall Street navigates volatility amid evolving US-Iran peace dealAfter months of gains, U.S. markets enter a pivotal week as investors assess the Federal Reserve’s upcoming policy decision amid persistent...
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