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GEOPOLITICAL INTELLIGENCE
US Stock Market: Accenture’s AI transformation faces investor skepticism as stock plunges; CEO Julie Sweet remains confidentAccenture's shares plunged nearly 20% after its fiscal third-quarter results revealed weaker-than-expected bookings and a softer outlook. C...- AI cuts tech project times from years to months, says Deutsche Bank execDeutsche Bank is experiencing a remarkable transformation through artificial intelligence. What used to take two years can now be accomplis...
- Brent crude expected at USD 90-95/barrel, raising India's CAD risk: CrisilIndia's current account deficit is projected to widen significantly. Higher crude oil prices are expected to drive this increase. This will...
- AI market likely to split between premium frontier models and lower-cost alternatives: BernsteinThe global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier AI models serving highl...
- AI-led growth continues to draw global capital into the US: Mitul KotechaThe Federal Reserve's hawkish stance has surprised markets, with revised inflation forecasts and the dot plot indicating a commitment to hi...
- 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 ...
- 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...
- AI executives gather at G7 as Europeans seek checks on American dominanceIn a rare huddle of AI industry figures, leaders of three of the most powerful AI companies -- OpenAI CEO Sam Altman, Google DeepMind CEO D...
- Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...
- US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
- Global Markets: Japan exports extend growth streak despite Middle East supply disruptionsJapan's exports saw a significant rise in May, fueled by a weaker yen and robust demand for semiconductors. This growth outpaced expectatio...
- Oil prices to ease after US-Iran deal, but return to pre-war levels could take months: AnalystsEnergy markets anticipate price moderation for crude oil and liquefied natural gas. A potential US-Iran peace agreement and the reopening o...
- 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 ...
- Global commodity prices likely to remain elevated amid easing West Asia tensions; India's WPI seen at 7-8% in FY27: ReportGlobal commodity prices will stay high in coming months. Geopolitical tensions in West Asia and bad weather affecting crops are the main re...
- 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...
- Light at the end of the tunnel? Gautam Shah sees Nifty eyeing 25,500, bets on smallcaps, pharma and Adani stocksIndian equities are nearing a crucial turning point, with market veteran Gautam Shah suggesting a shift in focus beyond benchmark indices. ...
- Middle East peace deal lifts market mood, but key challenges remain: William LeeGlobal markets are optimistic about a new peace framework involving Iran, easing energy supply and geopolitical concerns. Investors welcome...
- 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...
- Geopolitical crises, economic cooperation, artificial intelligence to be key focus areas of G7 meet in France: SourcesThe 52nd G7 Summit in Evian, France, will focus on geopolitical crises, economic cooperation, AI, and developmental partnerships. Discussio...
- AI risks are here, time for tough rules: Anthropic CEO Dario AmodeiAs artificial intelligence grows more powerful, governments must move beyond transparency measures and introduce stronger regulations to ad...
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