CHINA PLUS ONE

Indian equity valuations puzzle experts. Cement companies are pricier than global peers. Some believe retail investors follow tycoons like Mukesh Ambani and Gautam Adani. Adani's cement consolidation may boost pricing power. Domestic funds face pres...

Sandip Sabharwal discusses the compelling nature of gold due to global uncertainties and monetary policy issues, while the outlook for silver is less clear, despite a historical correlation between the two. China's rare earth magnet supply restricti...

Nippon India Taiwan Equity Fund topped equity fund returns in May with a 21.69% gain, driven by a surge in Taiwanese tech stocks. Experts highlight that while global funds may offer short-term gains, Indian markets offer better long-term prospects. ...

In the last few trading sessions, what has indicated an underlying bullish bias despite the volatility? First is the largely positive market breadth. And second is the behaviour of the mid-cap indices. On most days, the mid-cap indices have traded i...

India's foreign investment landscape has transformed since 2014. FDI equity inflows have surged, especially between 2019 and 2024. Government reforms like Make in India and Digital India have boosted investor confidence. The digital economy and manu...

Dixon Technologies is partnering with HKC for display module manufacturing. The company has applied for government approval. Dixon is also exploring partnerships for diodes and components. They are collaborating with Dassault for smart manufacturing...

The International Energy Agency (IEA) warned that the global reliance on a few countries, mainly China, for mining and processing critical minerals could disrupt supply and raise prices. IEA chief Fatih Birol urged countries to diversify sources and...

Companies are managing inventories amidst tariff uncertainties, with potential consumer impact and margin compression. A weaker dollar benefits emerging markets like India, supported by stable commodity prices. ICICI Bank remains a compelling invest...

Bajaj Auto maintains a 20% margin for six quarters. The company focuses on the bottom line through strategic initiatives. Expansion in Africa may affect EV business margins. The EV sector contributes 21% to domestic revenue. Rakesh Sharma expects 5-...

OnePlus is gearing up to launch the OnePlus 13s in India on June 5. The phone will feature new AI tools and a customizable Plus Key. It is expected to be powered by Qualcomm’s Snapdragon 8 Gen 3 Elite processor. The OnePlus 13s will come in Black Ve...

Government and household spending are currently fueling infrastructure growth, while private capital expenditure remains sluggish due to low capacity utilization and policy uncertainty. Infrastructure providers linked to government projects in power...

Those following the market on a daily basis may have a sense that May was rather choppy, with the Nifty and Sensex yo-yoing one day to the next (and sometimes even intra-day). But the month actually saw the market extend its gains after the six-mont...

In a super bullish market, one tends to buy stocks without looking at their fundamentals. Similarly, in a bearish market, one may end up selling promising stocks. But what about a market that is neither? Either just sit with cash and ride out the cu...

India's equity market is rebounding due to easing geopolitical tensions, strong earnings, and investor inflows. IPO momentum is supported by differentiated stories, sectoral interest in manufacturing and tech, and optimism around India's structural ...

Nvidia's sales surged by 69%, but the company cautioned about escalating US-China tech tensions. Restrictions on Chinese AI models and connected vehicle tech could hinder growth. Despite export curbs costing billions, Nvidia anticipates strong sales...

Nvidia surpassed sales expectations due to AI chip stockpiling before new U.S. export restrictions to China. However, these restrictions are projected to cut $8 billion from the current quarter's sales, leading to a lower-than-expected forecast.

While Nvidia CEO Jensen Huang on a conference call with analysts praised US president Donald Trump's decision to rescind an export rule put in place by President Joe Biden that would have regulated the flow of Nvidia's chips around the world, the co...

Global surveillance gear makers are in conflict with Indian regulators over new security rules demanding hardware, software, and source code submissions for government lab assessments. This policy, driven by concerns about Chinese surveillance capab...

China Plus One is not quite making the headlines these days. But in the chemicals sector (both in speciality as well as commodity chemicals), underlying changes are happening at a reasonably strong pace that will bring it back into the limelight. Th...