ECONOMICS DEFINITION
Sensex, Nifty soar 10% in 2 months but can this bull run survive the shadows of war?
Despite geopolitical tensions and trade concerns, Indian stock markets have surged, with the Sensex and Nifty experiencing significant gains. A weaker dollar, falling oil prices, and strong FII inflows are fueling the rally. However, experts advise caution, citing potential resistance levels and the need to monitor global uncertainties and India-Pakistan relations.
Perform or Perish: Reliance Retail’s warning to stores
Reliance Retail is prioritizing profitability and efficiency as it gears up for a potential IPO. The company now requires new stores to break even within 6-12 months, a significant shift from its previous two-year assessment period. While scaling back aggressive expansion plans, Reliance Retail focuses on premiumization, streamlining operations, and achieving profitability in its e-commerce ventures.
Top executives skip the sweet talk, approach lawyers and consultants to negotiate contracts
New Chief Executive Officers in India are now carefully negotiating their employment agreements. This is due to increased performance pressure and regulatory oversight. CEOs want detailed contracts covering roles, severance, and equity. Law firms report a rise in executives seeking advice on contracts and exits. Companies are becoming more open to these demands to attract top talent.
Export-focused sectors eye revival with trade deal tailwinds: Siddhartha Khemka
Siddhartha Khemka suggests that global conditions are improving, with a potential US-India trade deal boosting export-oriented sectors. He highlights positive trends in domestic-focused sectors like banking and consumption, driven by RBI's liquidity improvements and a healthy monsoon. Khemka recommends a long-term buy for Zomato and favors Blue Jet Healthcare within the pharma sector, anticipating strong revenue and earnings growth.
India in reasonably good spot; retail investors should stay invested for long: Sebi chairman
India is in a reasonably good spot despite global headwinds and retail investors should stay invested for long market volatility notwithstanding, Sebi Chairman Tuhin Kanta Pandey said on Tuesday.
India in reasonably good spot; retail investors should stay invested for long: Sebi chairman
Sebi Chairman Tuhin Kanta Pandey said India remains resilient despite global headwinds, urging retail investors to stay invested long-term. Citing strong economic fundamentals, he emphasized informed decision-making, cautioning against speculative F&O trades and unregistered financial influencers amid market volatility and evolving investor behavior.
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100 days in: How Trump reshaped US’ immigration policy?
In his second term's initial 100 days, President Trump intensified immigration policies by restricting migration and bolstering enforcement. The administration aimed to deport one million undocumented immigrants annually, expanding ICE's authority and encouraging local police involvement. Simultaneously, H-1B visa restrictions were tightened, a "Gold Card" investor visa was introduced, and student visa oversight increased, alongside heightened border security measures.
FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up globally and for India over the next 12 months we still think there are headwinds to corporate earnings and the risk premium which actually has not really flared up, we have to keep watching that.
Buying an electric car? Before spending big bucks, factor these hard facts
Despite the rising popularity of electric vehicles in India, a significant number of EV users are considering switching back to petrol and diesel vehicles due to hidden costs and other practical challenges that come with electric cars. Range anxiety, limited charging infrastructure, extremely high battery replacement costs, and faster depreciation contribute to this hesitation. However, some note that electric cars are ideal for short distances, and are low maintenance.
'It’s the tariffs, stupid’: The hand of Trump behind Mark Carney becoming Canada’s new Prime Minister
What began as a likely Conservative landslide in Canada was upended by Donald Trump’s return to the U.S. presidency, which ignited a surge of Canadian nationalism and dramatically reshaped the election. The Liberals, previously floundering under scandal and economic pressure, made a historic comeback under Mark Carney, who positioned himself as a steady hand and defender of Canadian sovereignty.
Canada Polls 2025: Mark Carney’s Liberals secure victory amid Trump threats in Canadian elections
Canada Polls 2025: Prime Minister Mark Carney’s Liberal Party has won Canada's federal election, fuelled by a wave of nationalism sparked by U.S. President Donald Trump's annexation threats and trade war rhetoric. The Liberals reversed an expected defeat, as Canadians reacted strongly against Trump’s interference and economic threats. Opposition leader Pierre Poilievre struggled to distance himself from Trump’s influence. The result marks a dramatic political shift, with both parties vowing to renegotiate trade ties with the U.S. amid escalating tensions.
Indians are submitting hundreds of pages for a Schengen Visa — and it has nothing to do with new rules
Indian travelers are facing visa application challenges due to extensive bank statements filled with numerous UPI transactions. Despite no official changes, applicants submit hundreds of pages to prove financial stability for Schengen visas. This surge in paperwork highlights the need for clearer guidelines as digital payments become increasingly common, creating an uneven experience for applicants.
Dollar limps along on U.S.-China trade standoff
The dollar struggled to recover losses amid conflicting signals on Sino-U.S. trade talks, with the U.S. placing the onus on China. Investors, rattled by the uncertainty, sought refuge in the yen and Swiss franc. Despite softened stances from both sides, a near-term deal seems unlikely.
ETMarkets Smart Talk: Harshad Patwardhan offers playbook for creating wealth with sector-focused strategy
Drawing on his extensive experience, he reveals how sector selection—especially during periods of global uncertainty—can make a significant difference in building long-term wealth.
How India-Pakistan tensions could impact market sentiment? Swaminathan Aiyar explains
Swaminathan Aiyar suggests that if India-Pakistan tensions remain controlled, market disruptions may be minimal. However, he warns that escalation could lead to significant economic consequences.
Uri or Balakot style, India-Pakistan clash can’t be ruled out; may impact stock markets, economies: Swaminathan Aiyar
Geopolitical tensions between India and Pakistan are simmering. Swaminathan Aiyar suggests a possible military response if India acts. He highlights Modi's past actions and Pakistan's likely retaliation. De-escalation is crucial to avoid market impact. The Indus Waters Treaty could be an alternative to conflict. Trump administration's openness to China tariffs is also noted, but negotiations are not yet underway.
Tech industry tried reducing AI's pervasive bias; now Trump wants to end its 'woke AI' efforts
In the White House and the Republican-led Congress, "woke AI" has replaced harmful algorithmic discrimination as a problem that needs fixing. Past efforts to "advance equity" in AI development and curb the production of "harmful and biased outputs" are a target of investigation.
Canada votes in election upended by Trump threats
Canada's election on Monday follows a campaign dominated by concerns over US President Trump's threats. Mark Carney, replacing Justin Trudeau, is favoured, emphasising his experience to counter Trump's policies. Poilievre focused on domestic issues like rising costs, but Trump's influence and Carney's appeal have tightened the race.
Pahalgam terror attack triggers airline surge pricing: Why India needs regulation to curb crisis profiteering
Following the Pahalgam attack, Srinagar flight prices surged. This raised concerns about unfair pricing. The DGCA intervened, but many travelers already faced high costs. The Consumer Protection Act needs amendment. It should address emergency profiteering in essential services. A 'crisis pricing code' is necessary. This will ensure fair pricing during emergencies. India must prioritize consumer protection over unchecked algorithms.
The new defensive stocks of the Indian economy: 2 sectors, 7 stocks and an upside potential of up to 53%
After witnessing a sharp surge in their valuations from 2020 to 2023, a number of these stocks have been in what can be called a valuations readjustment phase. The rate at which the readjustment was taking place gathered pace in the first three months of 2025. So, we are at a point where the probability of some of them outperforming a bearish market is high. And as and when sentiment for the mid-cap segment improves, they might be the ones to notch up a better performance. Also, in some industries, there is a certain assured demand. That makes them somewhat like defensive stocks in times of volatility.
China's data protection rules prompt pause from major European research funders
European science funders have paused joint research with China over its vague Data Security Law, which restricts sharing “important data” abroad. The suspension impacts collaborations on health and environmental topics, highlighting growing global concerns about data access and legal risks in Chinese international scientific partnerships.
Amid mass cancellations from wary tourists, industry insiders hope travel to Kashmir will bounce back in long run
Kashmir's tourism sector faces a wave of cancellations following recent terror attacks, impacting peak season travel. While local businesses express concern over immediate losses, industry experts remain optimistic about a medium to long-term recovery. Historical data from similar incidents suggests tourism is resilient, with potential rebounds seen through enhanced security and strategic rebranding efforts.
DTAA Advantage: How NRIs in countries like UAE can invest tax-free in India, explains Prime Trigen Co-CEOs
The current tariff war is making it difficult to gauge the direction of the dollar. Returns of NRI’s who have been investing in US Stock Markets and Real Estate markets in USA will be affected due to slowdown in US Growth due to tariffs.
US-China standoff will benefit India in long term; exports to go up in new categories: NITI Aayog’s Arvind Virmani
Virmani expects more production, manufacturing, and jobs to accrue for India over a long-term period, with an acceleration in the shift of supply chains to India.
People made money in gold, stocks and real estate. Then, why you could not? Akshat Shrivastava has an answer
Gold prices soared to unprecedented levels, exceeding Rs 99,000 on MCX and breaching Rs 1 lakh in retail markets. Finfluencer Akshat Shrivastava highlighted the cost of inaction, pointing out that diversified investments still yielded returns, while holding cash resulted in missed opportunities. The post sparked debate, with some emphasizing informed investing over risky decisions.
Rich Dad Poor Dad author Kiyosaki predicts silver prices could double, calls it best bargain
Robert Kiyosaki, the author of Rich Dad Poor Dad, is increasing his silver holdings, calling it the "biggest investment bargain today." He predicts silver could double in price this year, even as gold reaches record highs. Kiyosaki advises investors to pivot away from traditional financial products, warning that inflation and excessive money printing would erode the value of fiat currencies.
Bharti Airtel shares in focus on acquisition of 400 MHz spectrum from Adani Data Networks
Bharti Airtel, through Bharti Hexacom, will acquire 400 MHz spectrum in the 26 GHz band from Adani Data Networks across Gujarat, Mumbai, Andhra Pradesh, Rajasthan, Karnataka, and Tamil Nadu. Adani Data Networks secured this spectrum for approximately Rs 212 crore in 2022. Bharti Airtel's stock closed 1.
$1 million Bitcoin by 2035? Rich Dad Poor Dad author Robert Kiyosaki’s bold prediction draws mixed reactions from crypto experts
Robert Kiyosaki forecasts Bitcoin at $1 million by 2035 alongside gold at $30,000 and silver at $3,000, warning of economic collapse. Crypto leaders cite Bitcoin’s deflationary supply, institutional adoption, and ETF growth as drivers, though timing depends on macro factors. Regulatory clarity and DeFi integration will shape its future trajectory.
Lateral entry will be a necessity in future: TV Somanathan
Cabinet Secretary TV Somanathan advocated for specialisation among bureaucrats, suggesting lateral entry into civil services will be essential. He emphasized the need for greater competence and subject matter expertise, noting the era of generalists is fading. Somanathan also assessed the civil services' effectiveness in protecting the constitutional order and promoting economic and social development.
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