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GEOPOLITICS OF RARE EARTHS
America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 yearsThe US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Ind...
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 ...
PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
Reactor reboot at world's largest nuclear plant highlights flaws in Japan's radioactive waste plansJapan has restarted its largest nuclear power plant to meet energy demands. However, the nation faces a critical challenge: a severe shorta...
ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
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...
GMDC to develop India’s first AI-powered rare earth supply chain observatory with £600,000 investmentGujarat Mineral Development Corporation Ltd is partnering with the University of Cambridge to create India's first AI-powered rare earth su...
Electric two-wheeler sales cross 150,000 in May amid fuel price riseThe recovery comes after a 22% month-on-month fall in April from a record 192000 units in March, when automakers used aggressive discounts,...
India steers boat through a risky channel between war clouds and El NinoIndia faces a challenging global economic outlook for 2026-27. Geopolitical tensions and volatile oil prices are key concerns. However, Ind...
Global power equations to shift further towards energy, critical minerals: Former Vedanta Group CEOGlobal power is shifting towards energy security and resource control. Geopolitical tensions are reshaping industrial supply chains. Critic...
Is Quad the Asian NATO or ocean foam? What Delhi meet revealsQuad foreign ministers met in Delhi focusing on practical cooperation. New initiatives target critical minerals, maritime surveillance, and...
Quad’s 5-step push for Indo-Pacific cooperation unveiled at Delhi meetingThe Quad grouping has launched five new initiatives for enhanced cooperation. These focus on maritime surveillance, port infrastructure, en...
India and the new economics of constraintIndia is attempting to rise in a world shaped increasingly by AI, fractured supply chains, geopolitical rivalry, slowing globalisation, and...
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...
Automakers remodel supply chain strategyIndian carmakers are shifting from a 'just-in-time' to a 'just-in-case' inventory strategy, stocking critical auto components for three to ...
India-UAE energy agreement: This Emirati strategy has powerIndia and the UAE have signed a significant energy agreement. This deal allows the UAE to store crude oil in India's reserves. It also expl...
Why SpaceX's mega IPO may not signal a broader rebound in listingsSpaceX's huge IPO is set to capture global attention. However, experts believe this event may not reflect the true health of the broader IP...
Can Brazil become a major rare earths supplier?Brazil sits atop a potential bonanza of rare earths that has sparked global interest, led by Washington, as demand surges for the increasin...
US-China Summit: Semiconductors, rare earths to dominate Trump-Xi talksStrategic supply chains spanning semiconductors, rare earth minerals, aerospace and agricultural trade are expected to dominate bilateral d...
Trump-Xi meeting crucial for global economic stability: Shaun ReinA high-stakes meeting between US President Trump and Chinese President Xi Jinping is closely watched for signs of stability amid escalating...