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GEOPOLITICAL RESET INDIA
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...
Mind Over Money | Long walks are my meditation; they help me think beyond market noise: Citi's Mickey BhatiaCiti executive Mickey Bhatia credits long walks, early mornings, reading and consistent routines for maintaining mental resilience during v...
'Just look at him!' : Trump gushes over PM Modi's 'calm, cool, killer' persona ahead of bilateral meetingUS President Donald Trump once again showered accolades on Prime Minister Narendra Modi during their high-profile encounter at the G7 leade...
What is the G7 and what's on the agenda at the Evian-les-Bains summit?G7 leaders convene in France to tackle pressing global issues including the wars in Ukraine and Iran, and economic imbalances. Discussions ...
India tech jobs decline: AI, US immigration impact recruitmentIndia's technology job market faces its slowest period in over two years. Active tech job openings have dropped significantly. Global uncer...
UK minister Yvette Cooper to visit India, China for talks on global crises and tradeBritish Foreign Minister Yvette Cooper embarks on a crucial trip to China and India this week. She will engage with leaders on pressing glo...
Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...
ETMarkets Smart Talk | Don't mistake FII outflows for a loss of confidence in India's growth story: Himanshu SrivastavaForeign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuatio...
Mutual funds cut exposure to private banks for 2nd straight month in April. Is banking sector under pressure?Mutual funds reduced their exposure to private banks for the second consecutive month in April, driven by tactical rotation and near-term e...
Private banks favoured over PSUs as macro headwinds cloud near-term outlook: Digant HariaMarket expert Digant Haria notes strong corporate earnings but rising macroeconomic uncertainty. Private sector banks appear better positio...
India, US signal thaw as Jaishankar and Rubio hold candid talks to re-energise relationsIndia and the US are working to strengthen their relationship. Discussions covered trade, energy security, and terrorism. Both nations are ...
Energy, economics and old ties: Why Marco Rubio's Modi meeting mattersUS Secretary of State Marco Rubio met Prime Minister Narendra Modi in New Delhi. Discussions focused on energy security amid a global crisi...
First-time investors should start with balanced funds and short-duration debt in first year: Anand Radhakrishnan, Sundaram MFAmid global uncertainty, Sundaram Mutual Fund's Anand Radhakrishnan advises investors to stay disciplined. First-time investors should begi...
Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
Pakistan: A grim shadow falls on Asim Munir's moment in the sunA leaked diplomatic cable reveals US pressure on Pakistan to remove former Prime Minister Imran Khan. The document suggests a no-confidence...
On a Beijing business trip: Trump-Xi meet signals managed rivalry, not reset in US-China tiesPresident Donald Trump's recent visit to China focused on managing competition between the two global powers. Leaders Xi Jinping and Trump ...
Flipkart puts IPO on ice; Rapido's $240 million raiseFlipkart has hit pause on its IPO in a jittery market. This and more in today's ETtech Top 5.
India underperformed Korea by 180 percentage points; but the worst FII selling may be over, says Vikash Kumar JainIndia's stock market has lagged behind other Asian markets. This underperformance has made Indian stocks less expensive. Investor expectati...
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...