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RBI MPC: Growth rate could top 7% if oil prices fall furtherThe MPC members had voted for a status quo in the June policy, citing resilient growth and the need to assess inflation impact while statin...
The next AI arms race will be over certainty, not intelligenceRecent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...
Global economy remains fragile despite US-Iran truce, but India has buffers to weather shocks: RBIGlobal economic fragility persists despite a US-Iran truce, with risks of renewed inflation and supply disruptions if tensions re-escalate....
Iran war triggers global race to build oil reservesVulnerable nations, stung by the Iran war's economic fallout, are boosting oil and gas storage to weather future crises. This global push f...
Auto ancillary stocks: Time for a re-rating as transformation nears the finish line? 6 stocks with upside potential of up to 34%When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...
The yoga of asset allocation: Why stability matters more than everIn today's volatile markets, investors need stability more than ever, drawing parallels from yoga's emphasis on balance. Asset allocation, ...
BSH rolls out mass market products in India for first time globally, cuts entry range prices to rival LG, SamsungGerman appliance giant BSH Home Appliances is making a significant push into India's mass market for the first time globally. By partnering...
RBI MPC minutes: Policy misstep fears drove rate pause amid West Asia uncertaintyThe Reserve Bank of India's Monetary Policy Committee has opted for a cautious "wait and watch" stance, holding the repo rate steady due to...
Reliance to turn crude into carbon fibre, green chemicals, other materials in major O2C overhaulReliance Industries is set to reinvent its oil-to-chemicals business. The company will convert crude oil into advanced materials and green ...
RBI MPC member Nagesh Kumar flags import dependence, Gulf remittances, El Nino risks in minutesIndia faces significant economic risks from the West Asia conflict, including potential disruptions to oil and fertilizer imports via the S...
RBI MPC minutes: 'Energy prices unlikely to return to pre-conflict levels,' says economist Saugata BhattacharyaThe Reserve Bank of India's Monetary Policy Committee maintained the repo rate at 5.25% with a neutral stance. External member Saugata Bhat...
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...
Ample world inventories may soften El Nino food supply shockA potential super El Niño is expected to disrupt global weather patterns and threaten agricultural output in the coming months, but large e...
India poised to drive next wave of global steel demand, says Lakshmi MittalIndia is set to lead global steel demand in the coming decades. Large-scale infrastructure projects, urban growth, and energy transition in...
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 ...
Raghuram Rajan's warning to India after Hormuz shock: Build bigger oil reserves, diversify fasterGlobal economic shocks from trade disruptions and geopolitical tensions are reshaping resilience, according to Raghuram Rajan. He stresses ...
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...
IMF chief says no global slowdown in sight yet, but risks are highThe global economy is holding strong despite the Middle East war. Commodity prices and inflation have risen, but a global slowdown is not y...
US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...