CHINA PLUS ONE

Does anyone have any control over what President Trump may say or do next? Can anyone predict how China, or for that matter the EU, will react to what Trump does? The answer is no. So, when you cannot predict what the main players behind global econ...

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 e...

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 an...

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 Starga...

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....

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 selecti...

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 ...

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 w...

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...

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...

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, an...

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...

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 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 we...

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 ...

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 conflictin...

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 de...

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.

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...