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INDUSTRY DEFINITION CASE
Shopping without searching: The Agentic AI future Amazon, Swiggy and Zepto are building in IndiaAI's influence on online shopping is rapidly growing, with agents now completing tasks like purchases. Major platforms like Amazon, Swiggy,...- PlayStation is going all-digital: Sony to stop releasing new games on disc from 2028Sony is phasing out physical game discs for PlayStation, with all new titles launching digitally from January 2028. This significant shift,...
- Wayve courts automakers with AI driving system that learns like humansWayve, a London-based innovator, is transforming the landscape of autonomous driving with its cutting-edge AI-driven machine learning frame...
- For investors looking beyond the short-term horizon: 5 mid-cap stocks from different sectors with upside potential up to 28%All is once again quiet on the US-Iran war front, and some kind of dialogue to resolve the issues between the two seems to be still underwa...
- The overcapacity narrative of the US: Why it does not apply to IndiaThe ‘overcapacity’ argument posits that certain countries produce far beyond their domestic absorption capacity, dumping the surplus on wor...
- Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Cotton duty or competitiveness? The bigger challenge facing India’s $190 billion textile industryThe government’s temporary import duty relief may ease pressure on mills and exporters, but industry experts say deeper problems in product...
- No slowdown yet, but inflation and El Niño are risks: ITC's Sanjiv PuriITC Chairman Sanjiv Puri revealed plans for a Rs 20,000 crore investment over the medium term, including hotel expansion. He highlighted st...
- As China gorges on homegrown foie gras, France faces a new rivalChina is rapidly emerging as a global powerhouse in foie gras production, with farmers like Li Fengshan driving massive output increases. C...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- What actually determines your car's final selling price onlineIndia's booming used car market sees online valuations as a starting point, not a final offer. While platforms like Cars24 aim for transpar...
- Will Jio IPO finally get a date today? What to expect from Mukesh Ambani at RIL AGMReliance Industries shareholders eagerly await Mukesh Ambani's address at the 49th AGM, seeking a definitive Jio IPO date as the company's ...
- US court rules Ohio can restrict children's use of social mediaAn appeals court has allowed Ohio to enforce a law requiring parental consent for children under 16 to use social media. This decision over...
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- Warren Buffett on why bubbles end badly – even when everyone knows they willWarren Buffett compared bubble investors to Cinderella at the ball: Everyone plans to leave just before midnight, but they are dancing in a...
- Time to be selectively bullish again? 5 small-cap stocks from different sectors with upside potential of up to 29%The conditions that created the worst 18 months for small-caps are starting to ease. The US-Iran war is moving towards settlement. Crude pr...
- Tokenomics 2.0: The battle against AI costsStaggering token spending is forcing Indian firms to explore ways to rein in AI cost. This is where open-source models, small language mode...
- Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
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