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GEOPOLITICAL ISSUES IN EV
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...- GST@9: Building a more seamless, certainty-driven input tax credit frameworkA more balanced and predictable approach can help safeguard revenue, reduce disputes, enhance taxpayer confidence, and create a more effici...
- Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
- Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
- India to strengthen EV shield against oil imports with fresh subsidies: ReportThe government is set to significantly boost subsidies for electric two-wheelers. This move under the PM E-Drive scheme aims to promote cle...
- India rewrites China FDI rulebook with 'securonomics' pivotIndia has recently revised its foreign investment policies for countries that share a land border, as detailed in Press Note 2 of 2026. Dep...
- India must push solar, grid reforms to navigate oil price rise: Ex-NITI Aayog member Arvind Virmanisuggested navigating this crisis by adopting a two-pronged strategy by implementing a gradual pass-through of rising oil and gas prices in ...
- Red carpet and red lines: Xi charmed Trump but gave up nothingWrapping up a two-day summit in Beijing, Trump has taken a step towards reducing tensions, but the gathering did not result in any major tr...
- Gold vs silver: Where to put Rs 1 lakh today? Experts suggest allocation strategy as gold-silver ratio drops below 55An ideal allocation between gold and silver should depend on an individual’s risk appetite, financial goals and investment goals, Guha unde...
- Iran war effect: Leading EV two-wheeler makers accelerate expansion amid petrol price worriesMajor electric scooter companies are rapidly increasing production capacity. This expansion aims to meet a surge in demand for eco-friendly...
- Swiggy, Urban Company report Q4 losses; Zepto gets IPO nodNew-age companies Swiggy and Urban Company closed the March quarter in the red, even as revenues surged. This and more in today's ETtech To...
- KPIT Technologies’ Q4 net profit slips to Rs 163 croreKPIT Technologies reported a 33.4% year-on-year drop in Q4 FY26 net profit to Rs. 162.9 crore, impacted by geopolitical uncertainties, desp...
- M&M profit surges 42%, but auto margins remain flatMahindra & Mahindra reported a strong 42% jump in net profit for the fiscal fourth quarter. Growth was seen across its automotive, farm equ...
- New launches, capacity hike to lift Maruti Suzuki facing a war squeezeMaruti Suzuki's March quarter net profit declined due to mark-to-market losses, input costs, and production constraints. The company is exp...
- Nifty to hit 31,000 by March 2027? OmniScience Capital is overweight on these sectors, but cautious on ITSensex and Nifty have overall begun the new financial year 2027 on a positive note, recovering some of the losses which were recorded durin...
- India ramps up PNG adoption with over 5 lakh new connections amid Israel-Iran warIndia is rapidly increasing its use of piped natural gas. This shift is happening as disruptions affect cooking gas supplies. Many new PNG ...
- Prolonged West Asia conflict to impact India's automobile sector, says FADA PresidentThe Federation of Automobile Dealers Associations warns of potential challenges for India's auto sector. A prolonged conflict in West Asia ...
- India-China energy cooperation doesn't require warm relations, or lofty civilisational rhetoricIndia and China face a new opportunity in energy markets. Past cooperation in Africa, despite challenges, shows potential. Both nations see...
- West Asia war may have adverse implications for auto industry: SIAMThe war in West Asia could create near-term headwinds for India’s automobile sector through rising input costs, supply chain disruptions an...
- EV demand rises over fuel price hike concern due to West Asia war: BMW Gr India President & CEOThe conflict in West Asia is driving demand for luxury electric vehicles in India. Customers are concerned about rising fuel prices. BMW Gr...
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