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STRATEGY DEFENCE POLICY
Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...- Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...
- 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 ...
- 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...
- India’s first clean economy index fund is here: Should you invest?India's green transition is accelerating, and the Motilal Oswal BSE Clean Environment Index Fund offers a unique passive investment route. ...
- 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 ...
- Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
- 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...
- India looking to scale up local AI infrastructure; NITI to reviewThe Indian government is developing a strategy for domestically controlled AI infrastructure to enhance AI adoption in governance and culti...
- Fable 5 shock puts sovereign AI back on India’s agendaUS export controls on advanced AI models have spurred India's call for sovereign AI development. Industry leaders warn against reliance on ...
- 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...
- VCs turn the screws; Ex-Paisabazaar CEO’s new betHappy Friday! Investors are rewriting the rules of engagement with founders after governance blowups. This and more in today’s ETtech Morni...
- NDA represents 80 per cent land, 76 per cent population under PM Modi: Amit ShahSpeaking at the 11th meeting of the Governing Council of NITI Aayog, chaired by the prime minister, Shah said decades-old problems of Naxal...
- India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
- Morocco pitches itself as India's gateway to Europe and AfricaMorocco is emerging as a key hub for Indian industries. The nation offers a strategic gateway to European and African markets. This collabo...
- Smart money move: Why Groww MF's equity chief is betting on multicap strategiesAnupam Tiwari of Groww Mutual Fund warns of a potential oil shock. He believes a multicap strategy combined with bottom-up investing is sui...
- Strong backing, but light touch: What is the RBI's rupee playbook?The Reserve Bank of India will let the rupee's value be set by the market. It will only step in if trading becomes too unstable. Simultaneo...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- Trump's China moves can open up a vast market for IndiaIndia is emerging as a significant defence supplier in Southeast Asia, with Vietnam becoming the second buyer of the BrahMos missile after ...
- Pakistan signs $1.2 million US lobbying deal months after Operation SindoorPakistan has hired a Washington-based firm for a multi-million dollar contract. The agreement aims to boost Pakistan's engagement with US l...
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