‘Quiet-Quitting’ of US assets fuels fresh EM, gold bets

Emerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dollar and encouraging global diversification. Investors are pouring record cash into emerging-market funds, with Asian technology and Latin American equities leading the rally, as a rotation out of US holdings gains momentum.

Outlook 2026 | Key trends in public mergers and acquisitions expected in the year

The strong rebound of mergers and acquisition deals in 2025 has reinforced stakeholder confidence, suggesting that this momentum is likely to continue into 2026. Both domestic and foreign investors are expected to prioritise value-driven and strategically significant investments, write Abhishek Dadoo and Trisha Shetty of leading corporate law firm Khaitan & Co.

Budget 2026 metal sector expectations: MMTC-PAMP pushes for duty parity for refiners

India's precious metal refiners are urging the government to address duty disparities that disadvantage local operations compared to imported refined bullion. MMTC-PAMP highlights a mismatch in import duties, particularly through the SEPA route, impacting domestic refiners' competitiveness. The industry seeks policy support, including input-related benefits and wider duty differentials, to bolster India's refining capacity and global standing.

What Indian VCs want; AI for the modern classroom

Indian VCs call for tailored incentives for deeptech startups, predictable tax and incentive frameworks. Fermi.ai has launched its AI-driven education platform in India and the US. Jinisha Sharma talks about her bets on the WPL team and building a true multi-sport ecosystem.

Embraer project could take off from either Gujarat or Andhra

India's first final assembly line for commercial fixed-wing aircraft is being considered for Gujarat's Dholera or Andhra's Bhogapuram. Adani Group's joint venture with Embraer is being courted by both states, with a formal announcement expected soon. This facility, similar to the Airbus-Tata venture, could be operational in 4-5 years.