STRATEGIC THINKING IN TECHNOLOGY
ET Make in India SME Regional Summit, Kolkata, showcases Bengal’s tech-tradition blend amid labour and tariff hurdles
The ET Make in India SME Regional Summit is a nationwide series of on-ground events aimed at bringing together local MSMEs, policymakers, enablers, and key industry stakeholders.
In rebound from Trump blows, India has few choices
Nearly 20% of Indian exports go to the US, according to the World Bank.
PSU stocks: Time to relook? But don’t use the 2023 lens; choose the business. 57 PSU stocks, some good, some not so good
A bull run from June 2023 to June 2024, and then a bear run for a year. PSU stocks now seem at a stage where it is probably time to look at them again. For those who have not noticed, some of these stocks have seen higher-than-average volumes. Also a sort of outperformance in the bearish phase where they did not decline like other stocks in the market. They are not in the news any more; nor are many talking about them on TV. All signs suggesting it might probably be time to look at them again. But this time do it from a very different perspective – and not just because they are PSU. What matters is the category of business they fall into.
"There is some hope of reconciliation with US, but uncertain": Former diplomat T.P. Sreenivasan
Amid evolving India-US relations, Donald Trump has expressed a mix of reaffirmed friendship with Narendra Modi and displeasure over unspecified contemporary actions. While calling the relationship "very special," Trump voiced concerns about India's oil purchases from Russia, noting a previous tariff imposition.
Auto ancillaries: As dust of EV hype settles, time to bet on select companies? 7 auto ancillary stocks with upside potential of 3 to 30%
One sector that has been out of the news but may make a comeback both to the headlines and the narrative is the auto ancillary sector. Before you go further, it is important to understand that these companies – which could create wealth – fall into four different categories. First, companies that were quick to understand and start work on their EV transformation years back. Second, those which were late to start because their OEM itself was not clear of its EV plans. Third, companies which did not anticipate the speed at which the transition to EV would come. And fourth, those that cannot make the transition because their products are not required in EVs. There is a sub category in this fourth segment: Companies that are making adjustments to stay relevant in the EV space.
India powers Russia-China mix as Xi unites leaders weary of Trump’s push
Xi Jinping's recent interactions with Putin and Modi signal a potential shift in global economics, particularly in energy. Russia's agreement with China on the Power of Siberia 2 pipeline and India's continued oil purchases from Russia highlight a growing cooperation that could challenge U.S. influence. This developing alliance raises concerns about a formidable counterweight to the U.S.
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India must adopt more business-friendly policies to compete with China: ALEMAI President Jitendra Chopra
Chopra emphasised the need to boost domestic consumption, noting that continued reliance on imports undermines the sector’s competitiveness and exposes it to global tariff shocks.
ET MSME Awards 2025: Announcing our first three judges!
Three industry veterans — with more to come — will crown India’s next MSME champions. Their combined business wisdom spans steel, sugar, and everything in between.
AI boom can deliver $100 billion-plus deal: Barclays banker Andrew Woeber
Barclays’ top banker Andrew Woeber expects a $100 billion-plus M&A deal within a year, citing rising confidence and aggressive investments by tech giants in AI. Companies globally have announced more than $1 trillion of deals since June, defying the normal slowdown in the summer months., the highest since 2021.
Multibagger or IBC - Part 22: Over Rs. 1,000 crore cash in books. Dry powder ready for EV play and M&As?
Internal combustion technologies face long-term disruption as EV adoption grows, but this auto ancillary player is hedging its bets. While the core business continues to support a deep OEM client base, the company has stepped into electric mobility with motors and controllers. The latest financials show growing revenues, healthy margins and EPS, and strong cash reserves. Diversification across 45+ countries, steady dividend payouts, and disciplined capital allocation provide resilience, making this company’s transition worth tracking in the fast-changing auto ancillary landscape. This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
Google techie's success playbook: 3 skills young engineers should master in the age of AI
Harsh Varshney, a Google software engineer, shares insights for young engineers on thriving in Big Tech. While AI has become central to modern engineering, Varshney emphasizes that it’s not enough on its own. Success requires strong computer science fundamentals, deep expertise in AI both as a builder and power user, and the ability to translate knowledge into real-world projects.
EAM Jaishankar assures ‘special attention’ to German companies investing in India
Speaking at a joint press conference with his German counterpart, Jaishankar reiterated that India remains fully committed to continuously improving the ease of doing business in this country and assured him minister that any concerns that German companies may have in India, coming to India, establishing themselves, working in India, New Delhi would be prepared to give it "special attention.”
The MIT xPRO advantage: Future-proofing tech leaders in India’s $300 billion digital economy
Here’s how this program connects to real-world tech leadership needs, and why it’s a great pick for Indian decision-makers who operate in high-growth or transforming environments.
World-class learning, Indian impact: Inside Wharton Executive Education’s Chief Financial Officer Program — India
This blended learning program by a legacy institution is bridging Indian CFO ambitions with unmatched credibility and faculty expertise.
50% tariffs driving India towards Russia, China, says US' Ro Khanna; vows to protect bipartisan ties against 'Trump's ego'
Khanna, who co-chairs the US-India Caucus, said the 50% duties were not only hurting Indian exporters of products such as leather and textiles but also undermining American manufacturers. The California Democrat accused Trump of jeopardising a strategic partnership out of personal grievances. He added that the alliance with India was too vital to be put at risk.
Cognizant CEO Ravi Kumar S. added to the 2025 TIME 100 AI List
Cognizant CEO Ravi Kumar S. has been named to the 2025 TIME 100 AI list, recognizing his leadership in enterprise AI. Under his guidance, Cognizant pledged $1 billion to AI acceleration and launched the Synapse skilling initiative. Kumar also initiated a global AI hackathon, earning a GUINNESS WORLD RECORDS™ title and fostering AI literacy among employees.
7 Life-Changing AI Tools All Students Must Use to Maximize Productivity
Say goodbye to late-night studying, last-minute deadlines, and wasted hours on mundane work. Modern AI software is not mere "nice-to-haves" but game-changers that can assist students in researching quicker, writing better, studying smarter, and getting ultra-organized. Whether you're a college student, a competitive exam prep candidate, or balancing assignments with side projects, these AI platforms will enable you to take back your time and drive your productivity into overdrive.
The Tianjin declaration: Signals from a multipolar world
The Shanghai Cooperation Organisation summit in Tianjin aimed to reshape global order. Xi Jinping proposed a new vision challenging U.S. dominance. India, China, and Russia signaled alignment. India emphasized 'One Earth, One Family, One Future' and demanded action against terrorism. The summit addressed digital governance, energy cooperation, and financial self-reliance.
Trump put US-India partnership on the back burner to pursue family’s Pakistan deals, Jake Sullivan accuses
Trump’s policies have raised eyebrows in New Delhi. His administration imposed a 50% tariff on Indian exports — the steepest against any country — while keeping Pakistan’s rate at just 19%. Publicly, Trump blamed trade deficits and India’s purchase of Russian oil, but the sudden escalation followed India’s rejection of his claim to have mediated in the Indo-Pak conflict earlier this year.
India's first indigenous water-soluble fertiliser technology to cut Chinese import dependence
India has achieved a significant breakthrough in fertilizer technology, developing its first indigenous water-soluble fertilizer production process after seven years of research. This "Make in India" initiative, supported by the Ministry of Mines, aims to reduce the country's heavy reliance on Chinese imports.
ISB Online’s Leadership with AI programme equips senior executives for the GenAI and Agentic AI era
As AI reshapes decision-making, strategy, and leadership itself, ISB Online’s 20-week Leadership with AI Programme offers senior professionals the tools to stay ahead. It blends expert-led live masterclasses, hands-on toolkits, and a capstone project to help executives lead with confidence in the AI age.
"Using our dollars to buy Russian oil," Trump's trade adviser Peter Navarro justifies 50% tariff on India
White House trade adviser Peter Navarro has launched a fresh attack on India, accusing it of funding Russia’s war in Ukraine through oil imports while blocking US goods with steep tariffs. His remarks come as Washington’s 50% tariffs on Indian products take effect. India has rejected the charges, arguing that its energy choices are based on national interest.
'Semiconductors are new steel to build India’s eco-tech security': CG Power’s Vellayan Subbiah
Murugappa group company’s chairman Vellayan Subbiah called semiconductors the “new steel,” stressing IP ownership as vital for economic security. Through Axiro Semiconductor and an OSAT plant, the company targets design-led value, ecosystem building, and global competitiveness to strengthen India’s technological autonomy.
Intel CFO says chipmaker receives $5.7 billion in outstanding CHIPS Act grants under Trump deal
Intel secured $5.7 billion in outstanding CHIPS Act grants, converted into a US government stake, CFO David Zinsner revealed at a Deutsche Bank tech conference.
India is a peace-loving nation, but cannot be pacifists, says CDS Anil Chauhan, highlights future warfare dynamics
General Anil Chauhan addressed Ran Samvad-2025. He spoke about India's commitment to peace. However, he clarified India is not pacifist. He recalled Operation Sindoor and its lessons. Chauhan emphasized the changing nature of warfare. He highlighted the importance of precision strikes and superior narrative. He stressed the need for war research and self-reliance. Chauhan differentiated between war and warfare.
ETMarkets NRI Talk| From EVs to AI infra: Why NRIs are betting on U.S. growth stories, Sitashwa Srivastava decodes
NRIs are increasingly investing in global markets, particularly in U.S. technology and manufacturing, with Tesla, NVIDIA, and Super Micro being popular choices. This trend is driven by access to innovation, aspiration, and the desire to invest in sectors not yet fully developed in India. Experts anticipate continued growth in AI, advanced manufacturing, and clean energy investments.
'Uncertain world, unstoppable India': Sir Martin Sorrell on India’s growth, global slowdown, and AI’s big impact at ET WLF
Sir Martin Sorrell highlights geopolitical uncertainties impacting consumer decisions and global growth, potentially settling below 3%. India's rapid growth strains infrastructure despite favorable demographics. He also notes shorter CEO tenures and the increasing importance of efficiency amid inflation and higher interest rates. AI's rapid advancement significantly impacts advertising, with major companies investing heavily, raising social and management concerns.
India's response to future conflicts must be swift, decisive: CDS Gen Anil Chauhan
Chief of Defence Staff General Anil Chauhan emphasizes unified response to security challenges. He highlights the need for synergy among the three services. A two-day conclave, 'Ran Samvad', will focus on boosting India's war-fighting capabilities. Defence Minister Rajnath Singh will address the event. The seminar aims to enhance interaction among military communities.
Digital transformation and jobs are evolving—is your AI readiness keeping up?
How professionals can stay relevant and lead change by combining digital transformation strategies with practical AI integration—insights from IIM Indore’s Certificate Programme in Digital Transformation and AI for Leaders.
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