CHINA PLUS ONE
US economy defies slowdown fears as corporate earnings and travel surge
A three-week visit to the United States revealed strong corporate earnings, booming travel, and persistent inflation, according to Nepean Capital’s managing partner. Despite perceptions of a slowdown, the US economy appears robust, with S&P 500 Q1 earnings rising 12%. Travel demand remains high, with packed flights and fully booked hotels in tourist areas.
Northeast region offers USD 100 billion data centre opportunity: MoS Telecom
Minister Pemmasani Chandra Shekhar highlighted the Northeast region's potential for a USD 100 billion data center market, driven by its cool climate and renewable energy prospects. He noted the government's Rs 1.5 lakh crore investment in digital and physical infrastructure over the past decade, including significant advancements in 4G, 5G, and Bharatnet connectivity.
OpenAI says it will build massive data centers in the UAE
Sam Altman, OpenAI's CEO, has spent more than a year evangelising for the global construction of huge data centers to help his company build powerful AI systems. The Emirati announcement is an indication that his wildly ambitious plan, called Stargate, may be starting to gain traction.
India's car economy leaves the middle class fuming
India's burgeoning road network, second only to the US, faces challenges as it mirrors America's car-centric model. Financed by debt, the highway system burdens motorists with high tolls and fuel costs, disproportionately affecting the middle class. While logistics benefit, railways suffer, and pollution rises, prompting consideration of solutions like highway passes, but better public transport is essential.
Market to turn highly selective after mixed earnings season: Dipan Mehta
Dipan Mehta of Elixir Equities notes a mixed earnings season with disappointments in major sectors like banking and software. However, urban consumption shows promising signs in QSR, retail, hospitality, healthcare, and travel. Mehta advises selectivity, favoring pharma companies with differentiated models, particularly CDMOs, while remaining cautious due to potential tariff impacts and base effects.
What Trump's Apple threat means for India's tariff negotiations
India is working to secure a reduction in the 26% tariff, which Trump paused until early July to give the countries time to talk. Officials in New Delhi are not entirely sure what to make of Trump's remarks about Apple. But they have complicated an already complex negotiation before the tariff reprieve ends. Indian officials were in Washington this week, trying to hash out a deal. Piyush Goyal, the commerce minister, had already hopped back and forth from New Delhi twice since Trump was reelected.
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These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 30%, according to analysts
After a long phase of correction and underperformance, there are signs of life in the mid-cap segment of the market. At this point of time, fear still rules, but the chances are that the worst is behind us in terms of selling. But when and how demand will come is the big question, because that will decide the velocity at which mid-cap stocks move upward. Our optimism stems from the relative performance of the mid-cap universe of stocks.
India's recent market rally will need support from a stronger macroeconomic backdrop: Ajay Rajadhyaksha, Barclays
While we are still going to end up with sizable tariffs on imports this year compared to the start of the year, it is important to look at where we were just five weeks ago. At that point, with tariffs at 145% on one side and 125% on the other, we were essentially facing a virtual embargo on trade between the two largest economies in the world.
Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas Khemani
Vikas Khemani of Carnelian Asset Management remains optimistic about Indian markets, citing a strong domestic growth story and the resolution of major global uncertainties. While acknowledging potential short-term volatility from unforeseen news, he highlights the positive impact of increased FII flows and overall market activity.
Nuclear hypersonic missiles from space: US faces its biggest threat from Chinese, Russian FOBS
A recent assessment by the US Defense Intelligence Agency paints a grim picture for the Americans. The threats from China and Russia is increasing with the former, too, now in a position to hit target all across the US mainland. The large variety of missiles with China and Russia make defending the US mainland a herculean task.
Market recovery driven by easing macros and FII inflows, but valuations remain expensive: Christy Mathai
One, of course, if you were to just look at the plain macros, yes, things are improving after sort of not a weak first half FY25, things are just gradually inching up though the GDP estimates has been cut, possibly some bit of easing is happening especially if you look at the RBI actions, there is lot of liquidity infusion, if you were to look at the inflation, things have just kind of come down, that is on the macros.
Electronics manufacturing sector set for growth: These 3 factors make it a good bet
Government incentives, a buoyant electronics market and healthy export prospects will support the long-term growth of EMS companies.
For medium- to long-term investors: 8 large- & mid-cap stocks from different sectors with an upside potential of up to 49%
Today’s selection of stocks, though from different sectors, have created wealth over the years. Now, such stocks have some things in common. One: Their product or service fulfils an important “need”. Or, two: They draw strength from India’s demographic dividend and the fact that it is a large market. Although we don’t have any IT stocks in our list, think about the reason why they have done well in the long run. Among others, it is also that India produces more computer engineers than any other country. So, a big talent pool is the biggest reason. Similarly, there has to be a reason for a company or sector to grow and create wealth.
EV stocks: Quiet transformation continues; look at not-so-obvious names. 8 stocks with an upside potential of up to 34%
Around the same time last year, everyone was talking of how EVs would change the automobile industry. Then came the post-IPO performance of Ola, leading to an expectation reset on the street. Now, the question: Does Ola’s performance after listing and the controversies over its business model impact the transformation that EVs are bringing about? The answer is no. Unfortunately, though, when a marquee player like Ola is hit, other players who, in fact, have bigger stakes in the whole EV ecosystem, are also impacted. So, ensure that you don’t end up selling good stocks without rhyme or reason.
Kansas, New York, Los Angeles? No - this is where Travis Kelce and Taylor Swift are quietly spending their time in a $20 million mansion
Travis Kelce and Taylor Swift are reportedly spending their offseason together at a luxurious $20 million mansion in Boca Raton, Florida. The mansion, located in the Royal Palm Yacht & Country Club, boasts amenities like a pool, spa, wine cellar, and private dock. Despite keeping a low profile, the couple was recently spotted with Kelce's family in Philadelphia.
Stock picks of the week: 5 stocks with consistent score improvement and an upside potential of up to 37%
There is a recovery playing out in the market. And, given that a number of mid-cap stocks are participating in the recovery, it should be given some weightage. But before making any significant commitment of capital, it would be prudent to be cautious and selective. Our stand stems from the fact that even after the recent correction, valuations are not yet in cheap territory. Our selected stocks today depict a strong upward trajectory in their overall average score, which is based on five key pillars – earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Wordle hints and clues for May 16 (#1427): What makes this puzzle so challenging? here's the answer!
Wordle Answer for May 16 is creating a buzz — and for good reason. The puzzle, Wordle #1427, challenges players with a repeat-letter word tied to the Fifth Amendment of the U.S. Constitution. With only one vowel and a tricky structure, guessing "FIFTH" wasn't easy for many. This article breaks down all the clues, explains why it stumped so many, and shares recent Wordle answers to help sharpen your strategy. If you're hooked on this daily word game, you’ll want to dive into this full guide. From hints to the history behind the word, we've got it covered.
Beneficiaries of ceasefire in tariff war crossfire. 5 stocks, 2 with an upside potential of 60%; 2 with 12% to 28% possible return
Which are the companies and sectors that will benefit the most if a China-US tariff truce prevails? Metals, obviously, because right from cars to white goods, all of them use metals. Another set of beneficiaries would be those who supply raw materials to these metal companies. Now, in metal companies the raw materials used are not the typical variety, but industrial consumables. There are not too many companies supplying these. India has many and they have been supplying industrial consumables to most parts of the world. They stand to gain as things move toward normalisation.
Why China's neighbours may want currency deals with Trump
As currencies in South Korea, Taiwan, and Japan rise, there’s speculation that these countries may use currency revaluation in trade talks with the U.S. Despite the historical disadvantage of a stronger currency for exporters, revaluation may now be a cost-effective bargaining chip.
Will these companies commit to ‘Make in India’? 8 MNC stocks with upside potential from just 7% to 70%
Imagine Apple did not have a manufacturing facility in India. It would have been in a very tight spot when Trump mega-tariffed China. Now, other MNCs with operations in China will also seek to derisk their supply chain. And India should be on top of the list. Of course, you can ask a pertinent question: Why, if the aim is to avoid tariff issues, do they not prefer the US? After all, that, according to President Trump, is the ultimate aim of the tariff war. However, the fact is that, even if these companies wanted to expand operations in the US, the cost (both of setting up and running operations) will be much higher than in India.
Selectively position in largecaps, avoid over enthusiasm: Sudip Bandyopadhyay
The entire trade war scenario which was developing around us with the US president going on about it, things are cooling down a bit. With their kind of truce with China for 90 days, with very reasonable tariffs on both the sides augurs definitely well for US economy and the global economy as well.
Will China’s trade charm clip Nifty’s wings as FIIs may rethink India bet amid US truce?
A US-China trade truce is prompting concerns that foreign investors may shift focus from India back to China, potentially impacting Indian equities. While some anticipate short-term capital flows to China, others emphasize India's strong structural growth story and insulation from certain trade dynamics. The long-term impact on India's manufacturing competitiveness remains a key consideration.
Trump shadow begins to loom over India's factories
India’s manufacturing hopes from Trump’s China tariffs face setbacks as the US signs deals with China and the UK. India plans to impose tariffs on US goods, citing steel and aluminium duties. Trade talks stall amid geopolitical strain and conflicting claims over US mediation in the India-Pakistan conflict, raising concerns over the India-US bilateral relationship.
US tariff pause on Beijing puts pressure on 'China-plus-one' countries
A U.S.-China tariff pause is pressuring manufacturing hubs like Vietnam and Mexico to secure better trade deals with the U.S. to maintain their "China-plus-one" advantage. While the pause offers China a reprieve, uncertainty persists, potentially delaying multinational corporations' investment decisions.
Tariff gap that once favoured India is shrinking fast after latest US-China deal: GTRI's Srivastava
A recent US-China trade agreement, featuring a 90-day tariff withdrawal, has narrowed the tariff gap between India and China. This shift potentially undermines India's competitive advantage in attracting companies seeking to diversify from China.
Investors cheer US-China tariff truce, but cautious over a final deal
The U.S. and China have agreed to a temporary tariff reduction, boosting global stocks and the dollar. This 90-day pause offers relief but caution remains as a permanent trade deal is still needed. Investors are now shifting focus to potential U.S. tax cuts and their impact on debt levels amid lingering economic uncertainty.
Who will sell in this market? Look for IPOs, OFS & QIPs; Nifty EPS seen at Rs 1,160 in FY26: Nilesh Shah
Kotak AMC's Nilesh Shah projects positive Nifty EPS growth for FY25-FY27. Urban consumption is expected to improve. Geopolitical risks are easing, potentially re-rating Indian valuations. FIIs are returning, supporting market flows. Focus remains on earnings, valuations, and macro improvements. Sectors like IT, cement, and consumer discretionary are under watch. Banks are a key holding, with a stock-specific approach advised.
Some good news is better than none but let’s not get overenthusiastic: Swaminathan Aiyar
Geopolitical tensions show signs of easing. Positive developments are seen in India-Pakistan relations. Progress is noted in US-China trade talks. The stock market is expected to recover. Trump's tariff approach may face resistance. Overall, the outlook is brighter after weeks of uncertainty. However, high US tariffs could slow global trade and GDP growth. The situation requires careful monitoring.
India poised to double ready-made garments market share to 12% in UK in near term: CareEdge
India and UK concluded a Free Trade Agreement. This will boost India's garment exports. India's market share in the UK is set to double. This could mean an extra USD 1.1-1.2 billion in exports. The FTA gives India an edge over competitors like China. Favorable policies in India will further help the garment sector.
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