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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
Corporate giants turn to urban regeneration as redevelopment race intensifies
India's largest corporate houses are increasingly focusing on urban regeneration, shifting real estate focus from land acquisition to redevelopment. Giants like Reliance, Adani and JSW are aggressively bidding for projects involving old housing colonies and slum rehabilitation in Mumbai.
TVS launches NTORQ 125, ex-showroom price starts at ₹82,500
TVS Motor unveils new colours and graphics for TVS NTORQ 125 Disc and Race Edition from ₹82,500, while TVS HLX series tops 5 million global sales and TVS Motor stock trades at Rs 3,569.
India may not be winning the AI race, but its economy is still growing fast: S&P
While economies linked to semiconductor manufacturing are benefiting the most from the AI investment boom, India’s growth remains supported by strong domestic demand, according to S&P Global Ratings. The agency expects the economy to grow around 6.6% despite global trade uncertainties.
Oil, AI and chips: The new resource race redrawing markets and nations
The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily on mastering the semiconductor supply chain as AI technology evolves, reshaping national strength and financial stability.
Meta’s $4.5-billion sandbox: what's at stake for Kunal Shah, WhatsApp and Cred
Meta’s landmark $900 million investment in Cred gives it a vital foothold in India’s UPI race and turns the premium fintech platform into a global commercial test bed for WhatsApp’s monetization push.
Why US-Iran MoU Won't Bring Down Flight Rates In Near Future
In fuel cycles in the United States, declining oil prices frequently set off a capacity race that resulted in cheaper fares.
Iran war triggers global race to build oil reserves
Vulnerable nations, stung by the Iran war's economic fallout, are boosting oil and gas storage to weather future crises. This global push for reserves could add half a billion barrels of demand. Countries like India and Pakistan are prioritizing stockpiles, learning from China's successful strategy of reducing imports during supply disruptions. This move aims to prevent severe economic distress and insulate economies from volatile energy markets.
Air India at a crossroads as Tata weighs Nipun Aggarwal, Vinod Kannan for next CEO, says report
Air India's leadership race is heating up with Nipun Aggarwal and Vinod Kannan as top contenders to steer the airline through turbulent times. Aggarwal, a key figure in its transformation, faces scrutiny over global experience, while Kannan brings proven leadership from Vistara. The decision, however, is complicated by internal power dynamics at Tata Sons and the airline's ongoing challenges, including operational disruptions and the aftermath of a tragic crash.
The conviction in India continues to be very high: Citi's Achintya Mangla
India is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently cautious, questioning India's position in the global AI race and seeking improvements in ease of doing business. Despite short-term volatility, long-term conviction in India remains strong, supported by favorable demographics and growing manufacturing.
Blinkit, Zepto, Instamart: Who leads India's quick commerce race?
India's quick commerce race is intensifying, with Blinkit, Zepto and Swiggy Instamart competing for dominance. Blinkit leads in orders, revenue, dark store count and is the only player with positive EBITDA. Zepto stands out for the highest orders per store and rapid expansion, while Instamart boasts the highest average order value. With Zepto's IPO expected to strengthen its cash position and rivals chasing profitability, the battle for market leadership is far from over.
Wall Street Giants Lose Out to Taiwan Rivals in New Wealth Race
Global asset management giants are being squeezed out in the race for a piece a $300 billion retail investment boom in Taiwan, surpassed by nimbler domestic competitors with massive brokerage networks.