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GEOPOLITICAL PROBLEMS
'From ships to chips': EAM Jaishankar says India, South Korea have complementarities in many fieldsIndia's External Affairs Minister S. Jaishankar, at the Jeju Forum, called for stronger cooperation between India and South Korea, referenc...- India's export ambitions need more than infrastructure, says BCBAAs India pursues its economic ambitions, the customs and logistics ecosystem will play a pivotal role in enhancing trade competitiveness an...
- Rs 1.5 lakh crore behind 2025! Can Jio, NSE and other mega IPOs put 2026 on course for another record year?India's primary market faces a significant fundraising gap to match last year's record. However, upcoming mega IPOs from Reliance Jio (Rs 3...
- MTF hits record Rs 1.27 lakh crore as investors borrow more to buy stocks. Is it a ticking time bomb?Indian investors are ramping up margin trading at a record pace, pushing the MTF book to an all-time high of Rs 1.27 lakh crore in May 2026...
- Hormuz reopening to ease supply chains, strengthen energy security: DovalIndia expressed cautious optimism regarding the US-Iran understanding and the reopening of the Strait of Hormuz, according to National Secu...
- India welcomes US-Iran peace deal, NSA Doval says pact brings 'cautious optimism'India's National Security Advisor Ajit Doval expressed cautious optimism regarding the US-Iran MOU, anticipating it will bolster energy sec...
- 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...
- 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...
- SBI's improving performance warrants better valuation, chairman Setty says: ReportState Bank of India's chairman believes the bank is undervalued, citing improvements in financial strength, customer base, and earnings. He...
- India, Russia prevented global economy from collapsing: IMEMO chiefRussia and India have forged a new global economic model, preventing global collapse and aiding the Global South with affordable resources....
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- 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...
- Raghuram Rajan's warning to India after Hormuz shock: Build bigger oil reserves, diversify fasterGlobal economic shocks from trade disruptions and geopolitical tensions are reshaping resilience, according to Raghuram Rajan. He stresses ...
- 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...
- 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. ...
- Exports rise 18% to 6-month high in May; trade deficit widensIndia's merchandise exports reached a record $45.2 billion in May. Imports also grew, leading to a trade deficit of $28.21 billion. Commerc...
- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
- 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...
- Red Hat sees an opening as Indian enterprises turn to AI sovereigntyIndian businesses are increasingly opting for Red Hat's open-source solutions to gain control over their AI and cloud infrastructure, said ...
- Fable 5 shock puts sovereign AI back on India’s agendaUS export controls on advanced AI models have spurred India's call for sovereign AI development. Industry leaders warn against reliance on ...
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