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Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
India, Taiwan ETFs see record outflows before Asia stock reboundUS-listed ETFs tracking India and Taiwan saw record outflows in March amid currency weakness, rising yields and energy concerns. Despite th...
Japan's Nikkei rises past 72,000 as AI euphoria persistsJapan's Nikkei index has soared past 72,000 for the first time, fueled by AI investment enthusiasm and positive U.S.-Iran peace talks. The ...
European shares muted as investors weigh U.S.-Iran talksEuropean markets showed little movement as investors weighed U.S.-Iran talks for progress on Strait of Hormuz shipping. Brent crude dipped ...
US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
China's domestic economy remains weak despite export boom, says Jefferies reportChina's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spe...
Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
Bernie Sanders pushes 50%t public stake in AI giants, $1,000 dividend payout to every AmericanSenator Bernie Sanders has introduced legislation proposing a 50% public ownership stake in major US AI companies through a one-time stock ...
'Getting land in Bengaluru more difficult than making satellites': Startup founder's tweet sparks Andhra-Karnataka investment warA startup founder's frustration over land acquisition for a satellite factory near Bengaluru has ignited a fierce competition between Karna...
Five reforms India needs before the next shockIndia faces economic vulnerabilities from external crises. Five reforms are proposed to build resilience. These include reducing gold and c...
EU chases tech independence but gaps remainEurope wants more homegrown tech to cut its dependencies on the United States and China, but the EU warned Wednesday the bloc has more work...
US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
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...
Andhra Pradesh's Naidu pitches state as semiconductor hub to global chipmakersAndhra Pradesh Chief Minister N Chandrababu Naidu is inviting global semiconductor firms to invest in the state. He highlighted Andhra Prad...
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
Northeast’s rise under PM Modi is one of India’s biggest success stories: Sarbananda SonowalThe Northeast region of India has transformed into a major economic growth hub; significant investments in infrastructure, digital connecti...
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...