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GLOBAL RENEWABLES BOOM
A coastal city in the south is quietly powering India's AI futureVisakhapatnam is emerging as India's next AI infrastructure hub, attracting massive investments from tech giants like Google and Reliance. ...- Elite IB school program finds demand beyond India’s big citiesIndia's smaller cities are becoming a surprising hub for the elite International Baccalaureate program, with nearly half of new schools pla...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
- FM radio: Tuned out of news, tuned into crisis, seeks reformsIndia's FM radio industry faces a crisis, with companies surrendering licenses due to government restrictions and competition from digital ...
- Hormuz oil shock echoes 1973 embargo lessonsThe recent Strait of Hormuz closure, though brief, signals a potential turning point for global energy. Echoing the 1973 oil embargo, this ...
- A $10 trillion industry sprang up when we weren’t lookingDespite political headwinds and global challenges, the sector's rapidly improving economics and falling costs signal a durable foundation, ...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- Global Market: China's 'future industries' investment boom sparks valuation bubble concernsChina is witnessing a massive surge in venture capital, pouring billions into futuristic sectors like space, quantum computing, and AI. Thi...
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
- SPACs stage comeback as mega IPOs crowd marketSpecial-purpose acquisition companies are experiencing a resurgence as a wave of blockbuster IPOs creates an opening for smaller firms. Thi...
- 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...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising...
- Tap-and-pay takes off; ADIA to trim Lenskart stakeHappy Thursday! Tap-and-pay card usage is on the rise in India despite UPI's dominance. This and more in today’s ETtech Morning Dispatch.
- Every '80s home had a velvet-lined box of silver flatware that never left the sideboard; now those sterling sets are the thrift-store kitchen find designers are hunting forThrift stores are witnessing a surprising surge in demand for vintage silver serving ware, with millennials and Gen Z leading the charge. T...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's ...
- Electric mobility key to long-term fight against air pollution: UNEP chiefA top UN official stresses electric mobility and mandatory vehicle emissions testing for long-term air pollution solutions. India's plan to...
- Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infras...
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