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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...
Two phones and an app: How Russians skirt Putin's digital iron curtainSince the Kremlin ratcheted up control over the internet this year, Russians have been turning to increasingly convoluted technical solutio...
Star Wars: How India’s spacetech-defence ties are shaping the futureSpaceX’s IPO filing underscores how space has evolved from exploration to a strategic domain central to national security, communications a...
British defence minister John Healey quits over defence spendingBritish Defence Minister John Healey resigned, citing Prime Minister Keir Starmer's failure to commit necessary resources for national defe...
Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
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 ...
India 5th largest military spender in world in 2025, SIPRI report mentions May conflict with PakIndia emerged as the fifth largest military spender globally in 2025. The nation's defense expenditure reached USD 92.1 billion. India's nu...
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. ...
India-US trade deal "75 years overdue"; proposed 12.5% tariff part of talks: USIBC's Atul KeshapUS-India Business Council President Atul Keshap believes a trade deal is close. He notes ongoing talks and a US tariff proposal are part of...
UK PM Keir Starmer warns Russia could attack NATO within four yearsRussia could attack a NATO country within four years according to western intelligence assessments, UK Prime Minister Keir Starmer warned o...
Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
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...
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...
Taiwan beefs up anti-ship missile arsenal to counter threat of Chinese invasionTaiwan is boosting its missile power to over 1,800 by 2029. This move aims to deter a potential Chinese invasion or blockade. The island is...
Flawed AI, deepfakes and geopolitical conflicts pose major risks to business: WiproIT major Wipro identifies Artificial Intelligence adoption as a significant risk. Flawed algorithms and biases could lead to legal and fina...
Putin's 'Russian Davos' opens with US guests as economy slows and war drags onRussia hosts its premier investment forum in Saint Petersburg. The event includes prominent figures from the United States and Germany. Thi...
How Donald Trump's Ukraine aid cuts undermine justice for Russian war crimesUS funding cuts are impacting Ukraine's pursuit of justice for war crimes. Organizations documenting atrocities face reduced capacity. This...