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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Lawyers welcome SC’s AI rules against ‘algorithmic justice’The Supreme Court has released a draft framework for AI in courts, aiming to balance innovation with judicial safeguards. The proposed regu...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
- What is Section 301? Trump’s new tariff sword to hurt India and other partners?US and Indian trade officials are in New Delhi for crucial talks. They aim to finalize an interim trade pact before a key tariff deadline. ...
- Trump’s tariff comeback? The White House finds a new route after court setbacksThe US is proposing to reintroduce country-specific tariffs on India and others, shifting from emergency powers to Section 301 of the Trade...
- Psychology says students who top exams without studying for hours aren’t just gifted but have one hidden advantage others ignoreThe psychology behind students who excel in exams without seeming to study excessively suggests that success is not determined by intellige...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- Is Quad the Asian NATO or ocean foam? What Delhi meet revealsQuad foreign ministers met in Delhi focusing on practical cooperation. New initiatives target critical minerals, maritime surveillance, and...
- UK’s steel curbs emerge as an early hurdle for FTA with India ahead of roll-out. Is there a way out?The UK has extended safeguard measures on select steel imports; starting from July 1, 2026, it will reduce tariff-free quotas by 60% and im...
- Corporate India gets a call of duty and it's raring to goIn a dynamic shift, India's defence industry is witnessing a groundbreaking transformation where private corporations are spearheading pivo...
- Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
- Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buyIndian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment fr...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- How to manage the rupee while protecting growthFirst, on the rupee, one of the most effective ways to stabilise the currency is to improve the flow of foreign exchange into the country. ...
- ‘Europe will become irrelevant for us’: JSW Steel doubles down on India growth with massive capex planJSW Steel plans to double its capacity with minimal external capital, driven by strong domestic demand and a focus on maintaining market sh...
- Don't panic, don't rush into deals: Why Trump's trading partners should let US courts fight the tariff warUS courts are consistently striking down President Trump's tariffs. This offers a clear lesson for America's trading partners. They should ...
- Rising energy bills: How EVs, rooftop solar, induction cooking can protect your household budget and how much they actually costFuel prices are volatile, electricity tariffs are rising, and your LPG cylinder is at the mercy of global events. Here’s how switching to a...
- One year after Operation Sindoor: How India’s armed forces are transformingOperation Sindoor has significantly altered India's defence strategy. The armed forces are now prioritising unmanned warfare and integratin...
- India to testify at USTR overcapacity probe on May 8India will challenge US accusations of excess manufacturing capacity on May 8. Indian trade officials and industry representatives will pre...
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