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WAR AND OPPORTUNITY COST
From trickle to torrent: Hormuz reopening may trigger a global oil floodThe reopening of the Strait of Hormuz could trigger a faster-than-expected recovery in global oil supplies. With tankers already positioned...
US-Iran war: Trump explains why Tehran deal is taking time, says Hormuz blockade costs Iran $500M a dayUS President Donald Trump believes a new Iran deal will take time. He defends his negotiation strategy and sees no immediate troop withdraw...
FIFA World Cup 2026 poses biggest security challenge for U.S, Canada, Mexico. Is Donald Trump administration ready to host global soccer event safely in North America?FIFA World Cup 2026 is arguably the biggest security test for Donald Trump administration. Is the United States of America ready for the so...
Gold falls about 3% as robust US jobs data cements bets on higher ratesGold prices experienced a significant drop of approximately 3% on Friday, influenced by a stronger-than-expected U.S. jobs report. This dat...
Iranian official claims 'first' victory over US, says 'ball in Trump's court' to release $24 billion of assets for breaking deadlockA senior Iranian adviser said Tehran views the recent conflict with the US as its first military victory and stated that talks remain stall...
Geopolitical churn continues to impact costs, amid diverse consumer expectations: Nestle chairman Manish TiwaryNestle India sees rural areas as a major growth avenue. The company is focusing on increasing sales volume and investing more in its brands...
Gold price today crashes over 1 per cent, check latest Gold rateGold rate today: U.S. Treasury yields jumped after the release of the jobs data, increasing the opportunity cost of holding non-yielding bu...
RBI MPC Meeting 2026: West Asia war shock is a concern, but India can ride it out 'with minimum pain', says Sanjay Malhotra2026 RBI MPC Meeting: The Reserve Bank of India acknowledges global economic challenges from the West Asia conflict. Rising energy prices a...
RBI MPC highlights: Top decisions announced by Governor Sanjay Malhotra & CoRBI Monetary Policy Meeting Highlights: Reserve Bank Governor Sanjay Malhotra announced the Monetary Policy Committee's (MPC) decision, wit...
ET Alpha Wealth Summit: Rajeev Thakkar of PPFAS MF explains when to hold, when to exit, and why most investors get it wrongPPFAS CIO Rajiv Thakkar said successful investing depends more on patience than frequent trading. He advised avoiding unnecessary selling, ...
The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
RBI's rate-setting panel starts deliberations, policy announcement on FridayThe RBI's Monetary Policy Committee (MPC) began its three-day meeting on Wednesday, with most economists expecting the central bank to keep...
No Santa for exporters this Christmas: Iran war disrupts supply chains, stretches transit times to 60 days, threatens marginsIndian exporters say longer shipping routes, rising input costs, and delayed payment cycles are squeezing margins and putting pressure on d...
Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
Separate AI wheat from the chaffCompanies are now understanding the real costs of AI. This is leading to smarter use and better cost management. Clients paying for AI help...
Gold price prediction: What is expected Gold rate in near term?Gold rate: Higher interest rates increase the opportunity cost of holding non-yielding gold. Spot gold was down more than 1 per cent for t...