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GEOPOLITICAL SHIFTS AND SEMICONDUCTORS
Semiconductor operations in India 'gaining strong traction' globally: BCG MD Ankush WadheraIndia is uniquely positioned as a destination to strengthen and diversify global supply chains, Boston Consulting Group (BCG) Managing Dire...- Global Market: China stocks rally 1% as Trump-Xi meeting raises trade hopesChina’s stock markets rose strongly as investors anticipated progress in upcoming US-China trade talks between Donald Trump and Xi Jinping....
- ETMarkets Management Talk | Nuclear, data centres, hydrogen: DEE Development Engineers maps its next growth phase, says Shikha BansalFor DEE Development Engineers, the focus is now shifting from a largely capex-led expansion phase towards capacity utilisation, execution, ...
- Semicon 2.0: Accelerating semiconductor ecosystem development for global leadership in IndiaIndia's Semicon 2.0 policy signals a move towards greater global semiconductor value chain participation. The nation must act swiftly to es...
- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...
- Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
- Mid-tier VCs scout deeptech deals; ETSA winner Varaha’s India playHappy Monday! Sector-agnostic mid-tier venture capital investors are recaliberating focus on India's deeptech startups. This and more in to...
- Global Market Today: Asian chip stocks rise, oil climbs towards $100Asian chip stocks experienced a remarkable uptick, fueled by lingering investor enthusiasm for artificial intelligence technologies. As Mid...
- US stocks today: US stocks slip as AI fears weigh on software, while oil and rate bets add pressureUS stocks fell as renewed AI disruption fears hit software shares, while rising oil prices and shifting Federal Reserve rate expectations a...
- US stocks today: Dow soars 600 pts, S&P, Nasdaq over 1% as Fed governor Waller's remarks ease rate hike fearsUS stocks rallied over 1% on Thursday as Fed Governor Christopher Waller's comments eased rate hike fears ahead of the US jobs report. The ...
- India needs to build advanced tech capabilities, reduce import dependence: Hyundai CEO Tarun GargHyundai Motor India MD and CEO Tarun Garg urged India to develop advanced technology capabilities. He stated the nation must move beyond ma...
- Auto industry must turn disruption into strength, says Maruti Suzuki CEOThe auto sector must become stronger due to disruption in the next decade. Deep localization, people development, collective learning, and ...
- Silver rebounds from correction: Can the recovery gain momentum?Silver has rebounded sharply from its recent correction, supported by gold’s rally, a weaker US dollar and expectations of stronger industr...
- US stocks today: Nasdaq, S&P 500 rise as Nvidia revives AI rally; Fed outlook in focusNvidia's strong revenue forecast revived the AI trade and lifted the Nasdaq and S&P 500, but Wall Street's focus is quickly shifting to Fed...
- ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
- ET WLF: India's growth story holds firm as AI boom redirects global capitalGlobal capital is temporarily drawn to massive US AI investments. India's long-term growth prospects remain strong despite this shift. Demo...
- ET World Leaders Forum: Global business rewires for a world of geopolitics, AI and energy shiftsGlobal business executives recognize a significant shift in globalization, focusing now on security and resilience over mere efficiency. Th...
- Global Market: Samsung, SK Hynix lead KOSPI rout amid global risk-off moodKospi plunged 4.65% as rising global bond yields and Middle East tensions triggered heavy selling in semiconductor shares. Samsung Electron...
- India's telecom & network equipment needs urgent policy support: NITI Aayog says sector could double GDP shareIndia's telecom sector needs policy support to boost domestic manufacturing and exports. Heavy reliance on imports, especially from China, ...
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