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GLOBAL ORDER SCENARIOS
Banks NPA at multi-decadal low of 1.8%, Indian financial system remains resilient: RBI reportIndia's financial system remains robust, with bank NPAs hitting a multi-decade low of 1.8%. Despite global uncertainties and rising oil pri...- Delhivery’s Barua bets on consolidation; Amazon, Flipkart’s qcomm price warHappy Monday! Delhivery CEO Sahil Barua told us in an interview that the logistics sector is likely to see more consolidation. This and mor...
- Russia’s premier foreign policy forum "Primakov Readings" brought together 400 experts from 17 countriesMoscow hosted the 'Primakov Readings' forum, marking IMEMO's 70th anniversary. Global experts convened to discuss a 'World Without Rules: P...
- Russia's premier geopolitical platform launched in Moscow with focus on regional conflictsMoscow is hosting the 12th 'Primakov Readings' forum, coinciding with IMEMO's 70th anniversary. Over 400 global experts are debating a "Wor...
- There are little signs of economy overheating: Saugata BhattacharyaFalling crude oil prices might boost growth beyond central bank forecasts, potentially easing rate hike needs. However, supply chain disrup...
- Northeast not just a geographical boundary but a vital pillar of India's security, strategic power: Rajnath SinghDefence Minister Rajnath Singh emphasised the Northeast's crucial role in India's security and strategic power, calling it a vital pillar f...
- Psychology says people who save shopping bags inside other shopping bags are responding to an ancient survival instinctAt its heart, this habit is rarely about the bags themselves. It is more about psychological efficiency. The brain naturally seeks to reduc...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Project Kusha will be a game-changer for India's security scenario: Rajnath Singh hails Indian air defence systemsDefence Minister Rajnath Singh praised Project Kusha, India's new air defence system. He called it a game-changer for national security. Th...
- ETMarkets Smart Talk| RBI's rate-cut cycle may be over; bond index inclusion could bring $25 billion: DSP MF's Sandeep YadavSandeep Yadav of DSP Mutual Fund believes the RBI's rate-cut cycle may be nearing its end as inflation risks remain elevated. He expects In...
- Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...
- 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...
- Tourism and hotel sector stocks: Time for a correction in business? Are analysts getting it wrong? 15 stocks from the ecosystemThe Indian hotel and tourism ecosystem has benefitted from the post-Covid travel urge. Occupancies were high, room rates firm, supply is, i...
- 5 mid-cap stocks from different sectors with an upside potential of 13 to 24% in one year, according to analystsWhen mid-caps were rising, every concern on valuation was treated as unnecessary caution. Investors who advised patience were told they wer...
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
- RBI MPC: A challenge Shaktikanta Das contained may be resurfacing againIndia's central bank, the RBI, confronts a new inflation challenge. Rising oil prices and supply disruptions threaten to undo recent progre...
- Don't allow hiding under forgetting: Why Delhi HC's 'right to be forgotten' ruling raises serious concernsA recent Delhi High Court ruling grants acquitted individuals a 'right to be forgotten'. Their names will be removed from online search res...
- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
- Conflict in Middle East & its evolution will dominate proceedings of Russia’s leading foreign policy forumMoscow hosts the 12th Primakov Readings forum discussing a world without rules. Global impacts of regional conflicts, especially in the Mid...
- PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
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