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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...- Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
- Why did market rise today? Sensex rallied 791 pts, Nifty closed above 24,000; 6 key factors drove D-St reboundIndian stock markets witnessed a significant surge today, with Sensex and Nifty climbing up to 1%. This positive momentum was fueled by the...
- Chinese EV makers are shut out of India - but their tech isn'tDespite India's restrictions on Chinese automakers, their electric vehicle technology is finding its way into the Indian market. Tata Motor...
- Chinese EV makers are shut out of India - but their tech isn'tDespite India's restrictions on Chinese automakers, their electric vehicle technology is finding its way into the Indian market. Tata Motor...
- India-US trade talks gather pace as tariff clock ticksIndia and the US are pushing for an interim trade pact, with high-level talks led by Piyush Goyal and Jamieson Greer aiming for a deal befo...
- Govt eyes fast-tracking local production of high-end medical devicesIndia is planning to boost local manufacturing of around 10 high-value medical devices, including MRI systems and pacemakers, to curb relia...
- WTO to set up dispute panel in China's case against India's solar, IT goods measuresChina has successfully established a World Trade Organization panel to challenge India's solar cell, module, and IT goods policies. Beijing...
- Charting the global economy: Fed turns hawkish, China demand weakensFederal Reserve Chairman Kevin Warsh signaled a shift towards interest-rate hikes amid persistent inflation, while euro-area price pressure...
- Beyond the Terminal: NRIs should factor 'Inevitable India' into their portfoliosIndian economy is transforming, offering opportunities for Non-Resident Indians. Despite rupee depreciation, an undervalued currency presen...
- Are the EU and China heading for a trade war?Europe's trade gap with China is widening. This is leading to protective measures on items like electric vehicles and e-commerce. Leaders a...
- Share of services in exports rises to 48.8% in FY26India's services exports have seen significant growth. The services sector now accounts for nearly half of the country's total exports. Thi...
- China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
- SolarSquare raises $53 million in India’s largest residential solar funding roundSolarSquare has secured $53 million in a significant funding round. This investment fuels expansion into new cities and strengthens technol...
- India, UK working to resolve issues for trade pact implementationIndia and the UK are actively resolving issues impacting their free trade agreement. Discussions are underway in London to operationalize t...
- FTAs building a new trade architecture for Viksit BharatIndia is actively pursuing Free Trade Agreements to boost market access and shield its businesses. These agreements target complementary ec...
- Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
- Modi heads to France: Macron talks, likely meet with Trump, G7 Summit & India's Global South agenda in focusPrime Minister Narendra Modi is set for a busy visit to France and Slovakia, focusing on economic and cultural ties with France and represe...
- World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
- US trade gap narrows in April on oil exports boostAmerica's trade gap narrowed in April. Energy exports surged due to Middle East conflict. This boosted overall exports. Imports also rose, ...
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