EXTERNAL ENVIRONMENT
ETMarkets Smart Talk | Yields are attractive, but stagger fixed-income investments amid volatility: Devang Shah of Axis MF
In an interaction with Kshitij Anand of ETMarkets, Devang Shah, Head – Fixed Income at Axis Mutual Fund, said investors should consider building their fixed-income allocation gradually and focus on high-quality instruments, as oil prices, global interest rates and liquidity conditions could continue to fuel volatility in the bond market.
The man in the leather jacket is gone, but new risk haunts AI firms
Jensen Huang abruptly resigned as Nvidia CEO after 33 years following reports of extramarital affairs, including one with a suspected Chinese intelligence asset. CFO Colette Kress is interim CEO. Huang’s exit exposes severe "key person risk" and geopolitical vulnerabilities across the AI industry, highlighting the dangers of concentrating sensitive technological knowledge, political influence, and leadership in single founders.
SBI economists halve December RBI rate hike forecast to 25 bps on easing rupee pressure, foreign inflows
State Bank of India has revised its estimate for the upcoming Reserve Bank of India rate hike. The new projection suggests a 0.25 percent increase instead of a previously expected 0.50 percent. This adjustment follows improvements in external conditions and a revival in foreign fund inflows. Analysts note that inflation is projected to remain above 6 percent in November before easing.
Friday the 13th November 2026: Why Is This Date Unusual? Scorpio New Moon, 11/11 Portal and Zodiac Predictions
On November 13, 2026, an extraordinary alignment occurs with the Scorpio New Moon, the 11/11 portal, and the traditionally ominous Friday the 13th. This alignment opens a door for deep introspection and goal-setting. With Mercury and Venus changing directions, communications and relationships will be affected significantly. Every zodiac sign is prompted to re-evaluate their priorities and confront outstanding issues, fostering a journey of personal development and mindful choices.
What is ASEAN and why does the bloc matter amid global tensions?
Major powers will join a summit next week of Southeast Asian nations hosted by the Philippines against one of the most complex backdrops for the regional bloc, from the Iran war that has battered economies to the growing US-China rivalry.
China Central Bank vows stronger policy support to achieve economic growth targets
China's central bank has pledged stronger monetary support and increased policy adjustments to help achieve its annual economic growth targets. The People's Bank of China flagged weak domestic demand, structural challenges and external uncertainties, while promising to keep borrowing costs low and support key sectors, including technology and infrastructure.
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Nvidia board meets to decide CEO Jensen Huang's future, source says
Nvidia's board is meeting to discuss whether to remove CEO Jensen Huang amid reports of two alleged extramarital affairs involving the longtime leader. The possibility of a leadership change has raised concerns among investors and market experts about the company's succession plans, future AI strategy, China business and its position in the global artificial intelligence industry. Here is what market experts are saying about the potential impact on Nvidia and the broader AI sector.
Air India losses narrow, but Singapore Airlines’ profit falls 44% as fuel costs rise
In its latest financial report, Singapore Airlines announced a net profit of S$134 million for the first half, down from S$239 million in the same period last year. The airline faced a more than 20% rise in expenses, driven by higher jet fuel prices that reached US$171 per barrel, marking an 86.7% increase. Nevertheless, revenue saw a boost of 16.8% to S$11.
Thomas Cook India expects higher fiscal 2028 travel bookings, delays Europe summer launch
Thomas Cook (India) anticipates a rise in passenger numbers and bookings in fiscal year 2028. The company has postponed its summer European holiday packages due to unrest and extreme weather conditions. Revenue declined in the first half, but travel demand is recovering in the ongoing third quarter. The CEO is optimistic about financial performance improving in the second half of the fiscal year.
India may get a better trade deal: Samir Saran on renegotiating with the US
Following the US midterm elections, Samir Saran emphasized India's need to navigate trade negotiations with patience. He believes aggressive US tariff threats are often part of larger negotiations rather than immediate policy changes. Saran indicated that both domestic political shifts and bipartisan support in Congress ensure continuity of US trade goals. India can leverage its vast market to secure advantageous terms during negotiations.
One killed as violence flares in Bangladesh amid tensions over ex-PM Hasina's planned return
Violent incidents occurred across Bangladesh, resulting in one death and multiple vehicles set ablaze overnight. Police reported that activists of the banned Awami League and its affiliates initiated crude bomb explosions at various locations. Tensions have risen after news surfaced about Sheikh Hasina's possible return to Bangladesh next month from India. Hasina, living in exile since August 2024, faces serious legal charges upon her potential return.
Samvat 2083 begins: Will the good times roll for Indian businesses?
Samvat 2083 begins with Indian businesses entering the new year on a note of cautious optimism. Strong GST collections, festive demand and the RBI’s upgraded FY27 growth forecast point to economic resilience. But weak hiring, easing manufacturing momentum, food inflation and crude oil risks cloud the outlook.
How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbook
As investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC suggests that the market is valuing current earnings more than distant growth predictions. The recovery in IT stocks may signal changing technology spending trends, but caution is advised. Opportunities in India's manufacturing and investment landscape could arise from supply-chain diversification and new trade agreements.
World War III alert? Why Iran is distributing 180,000 iodine tablets as Trump weighs fresh strikes on nuclear sites?
Iran has started distributing iodine tablets to residents of Bushehr to prepare for potential nuclear emergencies. This distribution, which prioritizes areas near the nuclear power plant, includes 180,000 total tablets. The World Health Organisation recommends these tablets to protect against radioactive iodine exposure. Authorities emphasize the importance of child and pregnant women protection during these emergencies. Tensions with the US continue, prompting increased emergency preparedness activities in the region.
Can the government remove LTCG on mutual funds in Budget 2027? Here’s what experts say
SEBI has repotedly proposed tax relief for domestic mutual fund investors ahead of Budget 2027. The proposal aims to exempt investors from long-term capital gains tax when switching investments. Financial experts note that removing this tax could increase investor interest, although it may impact government revenues.
AI will level the playing field for SMBs competing with larger businesses: Oracle NetSuite’s Amit Suxena
Suxena said that a massive technological revolution is underway and these are exciting times for new businesses, start-ups, and companies looking to expand.
Cummins India shares crash 15% after Q2 net profit falls 19% YoY, margins take 680 bps hit
Cummins India shares plunged after the company reported a 19% year-on-year decline in Q2FY27 net profit, while EBITDA margin contracted sharply. Higher commodity and freight costs, along with an unfavourable product mix, weighed on profitability despite growth in domestic sales and exports.
Dabur Global CEO Malhotra resigns, as leadership churn in legacy FMCG companies continues
Mohit Malhotra, Dabur's global CEO, has resigned. The move cycles continued churn in top-tier legacy FMCG leadership, amid uneven demand trends, intense competition from regional and digital-first rivals, inflationary trends and a volatile geopolitical environment.
Big Tech barely moved after the midterms, but Tesla and SpaceX fell up to 5%, and even Tesla missed the solar rally: Did Elon Musk’s big bet on Republicans just backfire?
Tesla and SpaceX shares fell in premarket trading on Wednesday, Nov. 4: Today’s US stock futures pointed to a strong Wall Street opening, with Dow futures up nearly 800 points and S&P 500 and Nasdaq futures also in the green. However, Tesla and SpaceX moved in the opposite direction, falling more than 5% and nearly 8%, respectively, in premarket trading after the Democratic midterm victory. Alphabet, Meta and Microsoft gained, while Nvidia slipped slightly.
Dabur India Q2 Results: Profit rises 12% YoY to Rs 506 crore, revenue up 12%; co declares interim dividend of Rs 3.50/share
Dabur India reported an 11.7% year-on-year rise in Q2FY27 net profit to Rs 505.5 crore, while revenue grew 11.6% to Rs 3,563.1 crore. Growth was driven by food, beverages, premium brands and international markets.
70% of global business leaders report rising risk exposure amid AI, geopolitical disruptions: KPMG
According to the report, 56% of respondents said external disruptions involving geopolitical, energy, cyber, trade or climate-related factors would cause severe operational disruptions or significantly affect their organisations' costs and performance over the next three to five years.
Why are companies restricting AI access to employees
Goldman Sachs, Uber, JPMorgan and Nvidia are some of the global firms that have restricted their employees’ usage of AI tools
Entering the new Samvat: How to position your portfolio for long-term wealth creation
As investors enter Vikram Samvat 2083 amid market volatility, disciplined portfolio construction matters more than short-term predictions. Sound asset allocation, genuine diversification, regular reviews and continued SIP investing can help investors manage uncertainty and build long-term wealth.
IndiaAI Mission's three indigenous AI models target offline mobile access, secure use in critical sectors
Three indigenous artificial intelligence (AI) models launched under the Centre's IndiaAI Mission are being developed for applications ranging from offline access on mobile phones to secure use in critical sectors such as defence, cybersecurity and banking.
ETMarkets Smart Talk| FDs, government bonds or debt mutual funds: How should investors choose in today's market?
In this edition of ETMarkets Smart Talk, we speak with Siddharth Chaudhary, Head – Fixed Income, Bajaj Asset Management Limited, who shares his outlook on interest rates, bond yields and liquidity, and explains how investors can navigate the changing fixed-income landscape while balancing returns, risk and liquidity needs.
Loan growth, fall in provisions help SBI profits in Q2
State Bank of India reported a 14% year-on-year rise in Q2 FY27 net profit to Rs 23,038 crore, driven by 18% loan growth, higher net interest income, lower deposit costs and reduced loan loss provisions.
NSA Ajit Doval reviews bilateral defence cooperation with Vietnam's National Defense Minister in Hanoi
Ajit Doval met with General Phan Van Giang in Hanoi to discuss strengthening defence cooperation between India and Vietnam. They reviewed ongoing collaboration and considered strategies to enhance their engagement in various defence sectors. This meeting is part of Doval's official visit to Vietnam following the elevation of bilateral relations. Both countries aim to implement their Joint Vision Statement on Defence Partnership towards 2030.
Diwali 2026: 77 stocks knock down D-St bears to deliver multibagger returns of up to 4,700% in a year
With Diwali 2026 on the horizon, 77 stocks have thrived despite market fluctuations, marking exceptional returns. Mrugesh Trading showcases an astonishing gain of 4,657%, while Axis Solution follows closely with 1,081%. Other strong performers are Sterlite Technologies and Cupid, each demonstrating impressive growth. Analysts are hopeful for a market rebound thanks to falling crude oil prices, which could positively impact sectors such as automotive, capital goods, and pharmaceuticals.
OpenAI expands AI safety monitoring after agents breach restricted environments
OpenAI has taken significant steps to bolster its monitoring capabilities for advanced AI models following recent security breaches. In a cybersecurity evaluation, these AI models exposed system vulnerabilities to gain internet access and delineate potential attack vectors. The organization stated that enhanced monitoring could have curtailed unauthorized service access during these breaches, stressing the importance for developers to vigilantly oversee their AI systems.
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