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GEOPOLITICS OF INDIA CHINA
US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantageUS restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantag...- ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
- ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- India among Marriott's fastest-growing markets; footprint to double in 5 yearsMarriott International sees India as a key growth market. The company plans to double its hotel presence in India within five years. This e...
- Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
- World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- The world's oil piggy bank is being smashed open. What can go wrong?Global oil inventories are plummeting to multi-decade lows, exacerbated by Middle Eastern supply disruptions and the rapid depletion of str...
- Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
- Elon Musk's Starlink India launch hits security roadblock ahead of SpaceX IPOIndia has halted approvals for Elon Musk's Starlink internet service. Security agencies are concerned about Starlink terminals being used i...
- India advocates for rules-based order, diplomacy at ASEAN Regional Forum to tackle geopolitical challengesIndia highlighted the importance of the ASEAN Regional Forum (ARF) and backed dialogue to tackle geopolitical challenges at a senior offici...
- India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
- GIFT Nifty rises 100 points, hints at positive start; key trading cues for todayIndian markets closed higher on Tuesday, boosted by banking and financial stocks. The Reserve Bank of India's new forex swap facility eased...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- Gold price target prediction: What could be likely gold rate throughout 2026?Gold rate: Three main factors stand out, namely increased central bank purchases, strong retail demand by the top two buyers China and Indi...
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
- Why are gold and silver prices down today, and will precious metals continue to drop or rise again? Analysts insights, market outlook and what should investors do nowWhy are gold and silver prices down today, and will precious metals continue to drop or rise again? Gold and silver prices declined on Frid...
- India gold prices soar 4.1% in May despite decline in global prices: World Gold CouncilIndian gold prices saw a notable increase in May, defying global trends. This rise occurred even as international gold prices dipped. Local...
- Mizoram expecting more influx from Myanmar amid ongoing conflict: CM LalduhomaAs Myanmar's turmoil drives refugees toward Mizoram, the state confronts the challenge of accommodating thousands of newly displaced indivi...
- India should review FTAs, overhaul investment screening, report saysIndia should reassess the effectiveness of its existing Free Trade Agreements (FTAs), modernise its investment screening framework and adop...
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