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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 ...- Ethanol transition can shift to "Transport Energy Backbone" to shield India from oil shocks: KPMGIndia's ethanol use is evolving beyond simple blending. It is set to become a key transport energy source. This will help manage fluctuatin...
- Markets likely to move beyond geopolitics, focus to shift to earnings: Devina MehraDevina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being ...
- 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...
- India’s fertiliser subsidy model is broken; direct income support is the only way forward: Ashok GulatiIndia’s fertiliser subsidy regime is facing scrutiny; rising global fertiliser and energy prices and rising fiscal pressures expose its ine...
- A history of Iran's nuclear programme and tensions with the US as an interim deal is reachedA landmark interim deal between the United States and Iran aims to end a protracted war and reopen the vital Strait of Hormuz. This agreeme...
- NATO weighs options to defend Europe as the US plans for conflict elsewhereNATO's top military officer is developing new defense plans for Europe. This comes as the United States reduces its military contributions,...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
- From white knuckles to open barbs, Trump, Macron bring rocky history to G7 summitThe bond between US President Donald Trump and French President Emmanuel Macron began with a firm handshake but has since seen open disagre...
- With approximately 190 warheads, India widens nuke arsenal lead over Pakistan: SIPRI reportThe year 2025 marked a pivotal moment for India's nuclear strategy as it ramped up its arsenal and introduced innovative delivery methods. ...
- More economic safeguards on the cards as West Asia conflict persists: ReportIndia is preparing new measures to protect its economy from the West Asia conflict. The government will introduce these steps gradually as ...
- RBI Inflation FY2026-27: The inflation battle is back as RBI raises FY27 forecast to 5.1% amid West Asia warRBI Inflation 2026-27 Forecast: The Reserve Bank of India has raised its inflation forecast for fiscal year 2026-27. This revision reflects...
- 'US trying to pressure India… but it will resist such efforts': Putin backs New Delhi, eyes $100 billion tradeRussian President Vladimir Putin has publicly endorsed India's autonomous approach to foreign affairs, expressing his belief that India wil...
- ET Alpha Wealth Summit: Markets forget wars, don't stress too much on geopolitics, says Devina MehraDevina Mehra advises investors to prioritize long-term portfolio construction over geopolitical events, citing over a century of market his...
- CIA feuds over turf, mission with another top US spy agency; stops sharing some intelligenceA rift has emerged between the CIA and the nation's top spy office. The CIA is withholding contributions to key intelligence reports. This ...
- UK minister Yvette Cooper to visit India, China for talks on global crises and tradeBritish Foreign Minister Yvette Cooper embarks on a crucial trip to China and India this week. She will engage with leaders on pressing glo...
- Shangri-La Dialogue opens with China and doubts about US priorities topping concernsAsia's top defense summit convenes amid rising concerns over China's military might and assertiveness. Leaders will discuss America's Indo-...
- Drone incursions sow fear, chaos along NATO's Baltic and Finnish bordersMilitary drones are entering the airspace of Finland, Estonia, Latvia, and Lithuania. These incidents raise concerns about the war in Ukrai...
- Power outages hit Russia-controlled Zaporizhzhia region in Ukraine, media sayEmergency power blackouts struck the Russia-controlled Zaporizhzhia region on Friday, while parts of southern Kherson experienced electrici...
- Russia flexes nuclear muscles as tensions rise with NATORussia is conducting large-scale nuclear drills involving thousands of personnel. These exercises include missile tests and the issuance of...
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