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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...- GIFT Nifty tumbles over 150 points as global sell-off in AI stocks rattles sentimentGIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia...
- US trade deal to be on the day India secures tariff edge: Piyush GoyalIndia's impending trade agreement with the US is centered on gaining a tariff advantage over competitors like China and Vietnam, as asserte...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- China angered, Taiwan cheered by Western allies' alarm over Chinese Coast Guard activitiesInternational concern is mounting over China's assertive maritime actions near Taiwan. The US, Britain, France, and Germany have voiced ala...
- US defence firm Anduril in talks for Nissan plant to build drones in Japan, sources sayUS defense firm Anduril Industries is reportedly in talks to acquire Nissan's Oppama assembly plant near Tokyo, aiming to produce military ...
- Foreign inflows in Asian bonds surge to three-month high in MayIn May, Asian bonds observed a significant surge in foreign investments, marking the highest inflows in three months. This trend was fueled...
- UK, France, Germany raise alarm about Chinese activities off eastern TaiwanBritain, France, and Germany have voiced serious concerns over China's recent maritime activities near Taiwan's east coast. These actions, ...
- Taiwan says warning time for any China attack is shorteningTaiwan's military is conducting "immediate combat readiness" drills, simulating a sudden Chinese attack, as Defence Minister Wellington Koo...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Tech-Led global selloff, Fed rate fears weigh on Indian equitiesIndian stock markets experienced their sharpest single-day drop in nearly a month, mirroring a global tech sell-off. The Nifty 50 and BSE S...
- India launches anti-dumping probe into electrical steel imports from China, 3 other nationsIndia has launched an anti-dumping investigation into electrical steel imports from China, Japan, Korea, and Russia. This move, prompted by...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- China hits back at US sanctions on tech giants, restricts exports to 10 American defense firmsChina imposed export controls on 10 US companies involved in defence and rare earths mining in response to Washington's blacklist, and bann...
- Taiwan's Lai says defending democracy is not a provocation against ChinaTaiwan's President Lai Ching-te asserts that defending the island's security and freedom from Chinese Communist Party rule is not provocati...
- India's m-cap tops $5 trillion, climbs back into global top sixIndia's stock market value has crossed the $5 trillion mark. This surge has placed India back in the sixth position globally. The rebound f...
- Taiwan says its sovereignty cannot be 'violated', as China ends coast guard patrolTaiwan's coast guard asserts its maritime sovereignty cannot be violated by China. China recently ended a patrol east of Taiwan, inspecting...
- India advocates for rules-based order, diplomacy at ASEAN Regional Forum to tackle geopolitical challengesIndia highlighted the importance of the ASEAN Regional Forum (ARF) and backed dialogue to tackle geopolitical challenges at a senior offici...
- China, Taiwan spar over legality of coast guard patrols east of islandChina and Taiwan are in a dispute over Chinese coast guard patrols near Taiwan's waters. Taiwan claims these patrols are harassing merchant...
- China patrols waters east of Taiwan in response to Japan, Philippine maritime border talksChina's Coast Guard on Monday has patrolled Taiwan's eastern waters. This action follows plans by Japan and the Philippines to discuss mari...
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