OPPORTUNITY COST DEFINITION

US robot makers hope to beat China in humanoid race, tariffs could affect their ambitions
Though not on the official agenda, tariffs loomed large at Boston’s Robotics Summit, with industry leaders concerned about supply chain uncertainty. US-China trade tensions threaten costs and timelines for robot makers. Still, firms see opportunity in onshoring and automation, especially for humanoid robots in American factories and warehouses.

All Indian ships will be transshipped from Vizhinjam port within a year: Karan Adani
Vizhinjam International Seaport is now open in India. Karan Adani says it will handle all Indian transshipment cargo within a year. The goal is to cut logistics costs by 30 percent. The port aims to reduce reliance on foreign ports like Singapore and Dubai. APSEZ is also looking at expansion in Southeast Asia and East Africa.

While we should avoid errors of non-regulation, over-regulation is not the answer, says Sebi chief Tuhin Kanta Pandey
SEBI Chairperson Tuhin Kanta Pandey discusses balancing regulation and market growth. New products like Energy Futures are under consideration. He addresses concerns about mutual fund expense ratios and SME IPO froth. Pandey highlights the need for efficient regulation without overreach. He mentions the NSE IPO and its pending resolution on governance, technology, clearing corporations and litigation issues.

Cooking up a storm: Rapido’s foray will disrupt the food delivery market, say industry experts
Top sources in the know told ET Digital that Rapido’s foray will be in July via a model where commission costs could be lower or even as a subscription-based platform.

What damage has Trump done to the US Constitution in his first 100 days?
Donald Trump's initial 100 days are marked by destructive actions, particularly attacks on the Constitution and the rule of law. He aims to establish authority over the courts and Congress through illegal actions and retaliation. Courts have resisted, but Trump persists, potentially leading to a constitutional crisis requiring public support for the rule of law.

Tata Motors' EV journey moving in the right direction: Anand Kulkarni, Chief Products Officer
Tata Motors, holding a significant 38.10% of the Indian EV market as of March 2025, has sold over 2 lakh EVs since February 2025. Here, the company's chief product officer Anand Kulkarni discusses Tata's EV design philosophy, infrastructure roadmap, and future plans, highlighting the shift from converting ICE vehicles to EVs to designing specifically for electric powertrains.
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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.
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.
IT sector faces limited upside amid global uncertainty and tariff risks: Sandip Sabharwal
I would think that the downsides could be limited for many of these companies given the fact that they are zero debt, most of them, and cash flow generating companies with a decent dividend yield, but the upside also is limited given the lack of visibility.
Canada’s condo crisis; survey reveals shifting investment options
A new survey reveals that around 30% of Canadians no longer see condos as a good investment, with only 11% considering buying one for that purpose. High inventory and a slowing rental market are concerns for investors, despite condos remaining an entry point for first-time homebuyers, particularly younger individuals
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.
ETMarkets Smart Talk: Gold, infra, FMCG, and fixed income - Kush Gupta’s dual strategy to tackle market volatility
Equity markets always come along with their fair share of excitement and volatility. For a long-term investor, these events provide a clear opportunity to add quality stocks to their portfolio and be part of businesses that will show growth when the tide turns over.
Yearly Horoscope - Pisces (FY 2025-2026): Self-discipline and emotional balance will shape personal and financial success
Yearly Horoscope - Pisces: This is a powerful year for building emotional and financial security. Your focus turns inward as you restructure your foundations. Real estate or home matters may demand investment. You should have clarity around family finances. Your emotional well-being can support your financial stability.
22-year-old Bengaluru boy lives comfortably on ?20,000 a month. His budget breakdown stuns the internet
A 22-year-old Bengaluru resident has impressed Reddit with his monthly budget of just ?20,000, challenging the city’s reputation for unaffordable living. Amid soaring rents and rising costs, his frugal lifestyle—marked by shared housing, public transport, and simple meals—has sparked admiration. His post contrasts starkly with complaints about Bengaluru’s expenses, offering a refreshing glimpse into mindful urban survival.
3 investors who ran mutual fund SIPs for a decade and hit gold: What was their strategy?
A significant chunk of mutual fund investments are withdrawn before three years. But a growing tribe of investors has realised that longevity pays—especially with systematic investment plans. Here are three remarkable stories of investors with SIPs running for over a decade.
F&O Talk | Bank Nifty outperforms as valuations stay attractive, liquidity support continues: Shrikant Chouhan of Kotak Securities
Markets extended their winning streak for the fourth straight week, logging gains of over 3.8% in a truncated trading week, as investor sentiment remained buoyant amid favorable macroeconomic data and steady global cues.
From boardrooms to backlash: Canadians call off U.S. business travel in droves, citing Trump's tariffs and uncertainty at the border amid political strain
Canadians cancel U.S. business trips as fears grow over Trump’s new tariffs, visa crackdowns, and rising tensions at the border. Business leaders like Oscar Acosta are pulling out of major U.S. events, worried about detentions and long-term bans like the one Canadian entrepreneur Jasmine Mooney faced. With air travel between the two countries down nearly 40% and trips canceled into 2027, corporate Canada is turning inward. From banking to tech, professionals are choosing safety over opportunity.
Markets may have bottomed, but tariff uncertainty still clouds outlook: Gautam Duggad
The kind of exposure that you have in your portfolio should be such that in the worst case at least the relative damage from a sector point of view, from a bottoms-up point of view should be as limited as possible, that is the approach we have taken in our portfolio while remaining cognisant to the risk which is emerging every alternate day on a new front.
India can scale and adopt latest technology to emerge as a manufacturing hub: Rahul Bhasin
Rahul Bhasin of Baring Private Equity Partners believes India is poised to become a manufacturing hub, capitalizing on global opportunities due to its unique position. Despite geopolitical concerns, he sees continued growth in housing, consumption, and technology adoption. Bhasin anticipates a potential US recession impacting Indian IT but remains bullish on AI and EVs long-term.
High UK visa costs deter international scientists and engineers
High UK visa costs are hindering the nation's ability to attract international scientific talent, impacting research and economic growth. Fees, significantly higher than other leading science nations, deter skilled workers despite efforts to boost the economy and capitalize on potential emigration from the U.S. due to research funding cuts.
Despite a bounceback, smallcaps still vulnerable, says Share.Market analyst. Here's strategy on Trent, Muthoot and 4 more stocks
Indian markets experienced a volatile week, initially buoyed by Trump's tariff pause, offering a chance for trade negotiations. Analyst Om Ghawalkar advises caution despite a smallcap bounce, noting the index remains below its 200-day moving average. Key Nifty levels to watch are 23,000-23,500 resistance and 22,600-22,000 support. While IT sector faces challenges, banking shows resilience.
Gradually deploy capital over 3-6 months; focus on domestic consumption: Sunny Agrawal
Sunny Agrawal of SBI Cap Securities advises gradual capital deployment over the next six months, targeting CY26 and CY27 for better returns. He favors domestic consumption stories, particularly BFSI, frontline banks, and select auto segments like tractors. While cautious on IT and metals due to tariff uncertainties, he sees potential in aluminium and specific tyre companies like Ceat.
Can AI Trump tariff turmoil?
Amid US-China tariff tensions, companies are turning to AI and automation to cut costs. Indian IT firms and startups are betting big on AI despite global slowdown risks. Data centers in India stand to benefit from rising US costs, attracting hyperscalers. Meanwhile, tariff impacts and chip controls may shape the future of AI expansion.
Planning finances for studying abroad: Why you must take a headstart with investments and look for scholarships
Many Indian parents aspire to send their children abroad for education, but the high costs associated with it can be daunting for many. Early financial planning, investing wisely, and actively looking for scholarships abroad are crucial to ensure that you are not financially overwhelmed during the process. Experts advise accounting for tuition, living expenses, and currency fluctuations, with a 10% annual increase for education inflation.
Mind Over Money: Bhagavad Gita, First Principles & Fitness: The unconventional investing path of Rishabh Nahar
Rishabh Nahar, Partner at Qode Advisors, combines physical discipline, spiritual grounding from the Bhagavad Gita, and Charlie Munger’s mental models for a holistic investing approach rooted in clarity, composure, and first principles thinking.
Power, infra stand out as top sectors amid tariff risks: Sudip Bandyopadhyay
Power, construction, and tyre sectors are emerging as resilient investment options amid tariff tensions. Structural growth, government capex, and lower input costs support their outlook. Stocks like NTPC, L&T, and Apollo Tyres look attractive for a one-year horizon.
FY25 has been better than FY24 for TCS as promised; confident FY26 will also be better than FY25: K Krithivasan
TCS reported strong FY2025 performance, exceeding FY2024, with confidence in surpassing it in FY2026, fueled by a robust $12.2 billion order book. While sequential margins saw a slight dip due to strategic investments, the company remains optimistic about growth, particularly in BFSI and Europe, aspiring for double-digit expansion despite macro challenges and uncertainties.
Long-term SIP discipline crucial despite short-term volatility: Suranjana Borthakur
Our recommendation is always the fact that you need to stay invested long-term in your SIPs and when your market corrections happen, it is the best time to buy more because you are actually accumulating additional units which is basically a sale in the market, so you are getting to buy at a cheaper cost.
Bitcoin, Ethereum, or Altcoins? How investors are structuring their crypto portfolios, Avinash Shekhar explains
Avinash Shekhar, Co-Founder & CEO of Pi42, discusses crypto investment strategies for long-term investors and speculators. He highlights the liquidity and high-risk, high-reward nature of cryptocurrencies, and mentions the increasing involvement of institutional investors. Shekhar emphasizes the importance of risk management and regulatory clarity for crypto investments, particularly in the Indian market.
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