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GLOBAL SECURITY PERSPECTIVES
Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...17 Jun, 2026, 12.39 PM IST- India-Thailand discuss deepening defence R&D; focus on Indo-Pacific security situationIndia and Thailand convened their 10th Defence Dialogue in Bangkok. Discussions focused on enhancing cooperation in defense manufacturing, ...17 Jun, 2026, 12.30 PM IST
- Aluminium stocks slide as US-Iran deal eases supply fears, ends war-driven rallyAluminium stocks tumbled up to 5% Tuesday following an interim US-Iran deal that eased supply concerns, leading to a projected further decl...17 Jun, 2026, 06.17 AM IST
- 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 ...16 Jun, 2026, 09.00 AM IST
- Sarvam raises $234 million led by HCLTech at $1.5 billion valuationIndia's Sarvam AI has secured $234 million in a funding round led by HCLTech, valuing the homegrown AI startup at $1.5 billion. This invest...15 Jun, 2026, 09.11 PM IST
- India's wholesale inflation at 9.68% in May under revamped series as Iran war-driven oil costs biteIndia’s wholesale inflation stood at 9.68% in May under a new series, with food and fuel prices remaining high amid ongoing US-Iran conflic...15 Jun, 2026, 01.37 PM IST
- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...15 Jun, 2026, 01.10 PM IST
- India-Australia ties hold 'key role' in Indo-Pacific calculus, ex-PM Scott Morrison saysFormer Australian PM Scott Morrison highlighted the Indo-Pacific as the world's center, emphasizing the Australia-India partnership's cruci...15 Jun, 2026, 12.56 PM IST
- 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...14 Jun, 2026, 01.08 PM IST
- Anthropic’s Fable 5 takedown triggers India Inc push for AI self-relianceA US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology l...13 Jun, 2026, 03.45 PM IST
- "Influential actor": Finnish President lauds India's global role during talks with EAM JaishankarFinnish President Alexander Stubb met with India's External Affairs Minister S. Jaishankar. They discussed global conflicts and the upcomin...12 Jun, 2026, 04.43 PM IST
- 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...12 Jun, 2026, 01.34 PM IST
- 'Not an era of war': EAM Jaishankar calls for dialogue & diplomacy as global conflicts escalateIndia's Foreign Minister S Jaishankar met with Bulgarian leaders. He stressed dialogue and diplomacy to resolve global conflicts. He highli...11 Jun, 2026, 12.14 PM IST
- BFSI’s new trust economy: Why privacy is the quietest driver of growthWith India's DPDP framework taking shape, forward-looking financial institutions are turning privacy into a competitive advantage with supp...10 Jun, 2026, 01.03 PM IST
- Indian Envoy Vinay Kwatra meets US corporate and tech leaders to boost AI and supply chain tiesIndia's Ambassador to the US, Vinay Mohan Kwatra, met top business and tech leaders to advance economic ties. In posts on X, he highlighted...09 Jun, 2026, 09.00 AM IST
- India, China should stick to 'right strategic perception' of being cooperative partners, not rivals: BeijingChina urges India to view them as cooperative partners, not rivals, emphasizing mutual development and opportunities. Beijing supports dial...08 Jun, 2026, 03.54 PM IST
- Indian envoy Vinay Mohan Kwatra meets senior United States counter-terror official Sebastian Gorka to discuss collaboration to tackle major terror groupsIndia's Ambassador to the US, Vinay Mohan Kwatra, held discussions with senior US counter-terrorism official Sebastian Gorka. They shared p...08 Jun, 2026, 09.55 AM IST
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