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GLOBAL INVESTMENT STRATEGIES
Energy security is not just about power generation, it’s about controlling the systems behind it- Ambani bets on energy 'supercycle' as Reliance expands renewables, chemicals push
- Quote of the day by Charlie Munger: "I figure that I want to swim as well as I can against the tides. I’m not trying to predict the tides"
- AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...19 Jun, 2026, 11.34 AM IST
- NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbookGeojit Investments' Gaurang Shah sees selective opportunities in India's equity markets despite global uncertainties. He highlights potenti...19 Jun, 2026, 10.30 AM IST
- Harley-Davidson, Hero MotoCorp to expand partnership for global entry-level bikesThe Harley-Hero partnership, which has on sale the HD X440 and Hero Mavrick in the local market, has planned a slew of launches this fiscal...19 Jun, 2026, 12.03 AM IST
- Global energy transition readiness dips, India among top gainers: WEFGlobal energy transition readiness has declined for the first time in over a decade. Geopolitical risks are a major factor. However, India ...18 Jun, 2026, 02.06 PM IST
- ET Alpha Wealth Summit | Is alpha dead in Indian markets? Devina Mehra says no, but the game has changedStock-picking is not over, but the way to achieve better returns is changing. Most investors are missing the real story. Devina Mehra of Fi...18 Jun, 2026, 10.47 AM IST
- ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...18 Jun, 2026, 10.39 AM IST
- KKR bets $1.4 billion on aircraft leasing, eyes airlines, Boeing and AirbusPrivate equity firm KKR is investing an additional $1.4 billion in aircraft leasing through its partnership with Altavair. This move comes ...18 Jun, 2026, 08.16 AM IST
- CPP Investments inks C$1 billion strategic partnership with CtrlS DatacentersCanada Pension Plan Investment Board is injecting up to C$1 billion into India's burgeoning data centre sector through a strategic partners...18 Jun, 2026, 12.42 AM IST
- InCred Capital expands global footprint with launch of US operations; appoints Arunava Das as CEO, North AmericaInCred Capital, the institutional, wealth and asset management arm of InCred Group, announced the launch of its US operations with the open...17 Jun, 2026, 08.45 PM IST
- JLR sets out path to double-digit revenue growth through greater propulsion flexibility, North America pushJaguar Land Rover is launching a new growth plan. The company will offer more engine choices, including electric and hybrid options, for it...17 Jun, 2026, 02.01 PM IST
- ET Alpha Wealth Summit | Go for global allocation in a deliberate manner; not as a knee-jerk reaction to short-term underperformance: Rahul JainIndia's wealthy investors are now considering global markets. Wealth managers at the ET Alpha Wealth Summit confirmed this shift. However, ...17 Jun, 2026, 01.54 PM IST
- Kazakhstan signs pacts with NVIDIA & Firebird to position country as AI regional hubKazakhstan is investing $10 billion in artificial intelligence infrastructure. Agreements with Firebird and NVIDIA will build advanced data...17 Jun, 2026, 01.28 PM IST
- ET Alpha Wealth Summit | Wealthy Indians are still way underinvested in global stocks, says PPFAS's Rajeev ThakkarIndian wealthy investors must look beyond this year's market ups and downs for wealth protection. Experts advise a long-term strategy for l...17 Jun, 2026, 12.41 PM IST
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...16 Jun, 2026, 11.23 PM IST
- Essar arm secures $500 million crude and product facility from Abu Dhabi's IRHEssar Energy Transition Fuels has partnered with Abu Dhabi's IRH Global Trading. A $500 million facility will diversify crude sourcing and ...16 Jun, 2026, 07.30 PM IST
- FTAs building a new trade architecture for Viksit BharatIndia is actively pursuing Free Trade Agreements to boost market access and shield its businesses. These agreements target complementary ec...15 Jun, 2026, 08.06 PM IST
- Markets likely to move beyond geopolitics, focus to shift to earnings: Devina MehraDevina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being ...15 Jun, 2026, 02.08 PM IST
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