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China confirms trade deal framework reached with United States
China and the United States have confirmed the framework of a trade deal, with Washington agreeing to lift restrictive measures. In return, Beijing will review and approve export control items. This agreement follows talks in Geneva and London, aiming to ease trade tensions and ensure the supply of rare earths, a key priority for Washington.
'Very big' India deal maybe next, says Donald Trump after signing China deal
President Donald Trump has hinted at a “very big” trade agreement with India following the United States' new deal with China. Commerce Minister Piyush Goyal and US Commerce Secretary Howard Lutnick confirmed that both nations are negotiating a fair, balanced framework. Talks have reportedly progressed on mutual terms that could benefit businesses and consumers. While the China agreement addresses rare earth exports, India remains the next focus in Washington’s trade push, with both sides looking to finalise an agreement soon.
Multibagger or IBC - Part 12: If transition is successful then there is no limit. But there is a big ‘IF’
With a claimed global leadership in automotive control cables and halogen bulbs, it is present in metros, tractors, and two-wheelers across continents. But what happens when the very cables and bulbs it's known for face disruption from EVs and LEDs? The company pushes into braking systems, actuators, and digital clusters. Its core OEM client base and global expansion bets remain intact, but the real test will be whether this firm can pivot fast enough to stay relevant in an electrified world.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.
Europe's lithium quest hampered by China and lack of cash
To succeed, Europe needs to strengthen ties with lithium-rich nations and foster local electric vehicle markets.
EU bars Chinese firms from most medical device tenders
The European Union plans to restrict Chinese firms from bidding on EU medical device contracts. This action follows concerns about fair market access in China. The EU's International Procurement Instrument will enforce the restrictions. This decision may escalate tensions between the EU and China. The ban covers contracts above five million euros.
Amit Shah on Pahalgam attack, Manipur crisis, China threat and Modi’s governance philosophy
Union Home Minister Amit Shah highlighted the Modi government's achievements over 11 years, emphasizing a zero-tolerance policy on terrorism by addressing root causes in Kashmir and Naxal areas. He noted unprecedented development in J&K, a strong response policy against cross-border terrorism, and significant economic growth, including increased FDI and infrastructure development.
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Multibagger or IBC - Part 11: This auto ancillary helps make EV rides smoother, and also has a slice of the Vande Bharat pie
This mid-cap auto ancillary player, with eight plants and a presence in 25 countries, is betting big on EVs. Not with batteries, but with bumps. It is particularly dominant in commercial vehicles. With new plants, new verticals, and rising DII confidence, this firm may not make EVs, but it surely knows how to make them ride better. 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.
Karnataka placed first in country for highest wind power capacity
Karnataka secured the top position in India for wind power capacity addition. The state added 1,331.48 MW in the financial year 2024-25. Energy Minister K J George received the award from Union Minister Pralhad Joshi. Tamil Nadu and Gujarat followed in second and third place respectively. Karnataka's total installed wind power capacity now stands at 7,351 MW.
Handle volatility in conventional & unconventional ways: Capital gains & dividend yield. 6 stocks with dividend yield of 4-8%; return of over 22%
How are individual investors different from institutional investors? Here’s one fundamental difference: Most individual investors don't even look at dividend yield before buying stocks, something institutional investors give due importance to. In their communications, institutional investors are clear that dividend yield is a good enough reason to buy a stock because it is an income stream beyond possible capital gains. Around a year back, when valuations were extremely high, it was difficult to find stocks with good dividend yields and a reasonable probability of capital gains. But the corrections in the market have brought some opportunities to the fore.
Nepal to export 40 MW electricity to Bangladesh via India from Saturday midnight
Nepal is scheduled to commence exporting 40 MW of electricity to Bangladesh via an Indian transmission line starting June 15th. This follows a trilateral agreement between Nepal, India, and Bangladesh signed in October 2024. The electricity will be transmitted through India's 400-kV Muzaffarpur-Baharampur-Bheramara line at a rate of USD 6.4 cents per unit for the next five years.
India moves to conserve its rare earths, seeks halt to Japan exports, sources say
India has requested IREL to halt rare earth exports to Japan, aiming to secure domestic supplies and lessen reliance on China. This decision follows China's export restrictions, which have impacted global industries. IREL intends to expand domestic mining and processing capabilities, seeking partnerships for rare earth magnet production, while India plans incentives for local processing and magnet facilities.
Nepalese Foreign Minister calls for 'green energy cooperation' with India
Nepal's Foreign Minister highlights that green energy cooperation will strengthen interdependence between Nepal and India, emphasizing clean and sustainable energy sources. A long-term agreement to export 10,000 MW of electricity to India over the next decade signifies growing energy collaboration. Deuba also stressed enhancing connectivity through investments in various infrastructure projects.
Auto stocks in focus as U.S.-China trade deal eases rare earth supply concerns
U.S. and China have signed a trade deal easing rare earth supply concerns—vital for EVs, sensors, and defence components. The pact, which also includes visa relaxations and new tariffs, is expected to benefit global auto, electronics, and capital goods sectors, including India’s automakers.
Multibagger or IBC - Part 10: 4% R&D spend, 300 patents; this company’s DNA has changed for the better
Sometimes, it’s the quiet ones you need to watch. This company spotted the EV shift in 2010, long before it was trendy, and has built a full-stack offering. Its latest EV tie-ups, including one that jacks up kit value to levels considered high in the industry, are a sign of how deep the EV play runs. With exports making up 9% of revenue and 700+ aftermarket dealers in India, it’s not just riding the OEM demand wave. Add to that 300+ patents and rising R&D spends, and you have a company betting big on innovation. Clearly one to track if you're following India’s EV transformation.
US stock market today: Market rise as S&P 500 nears record, Nasdaq jumps on chip optimism, Dow climbs 100+ points ahead of May CPI report and US-China trade deal
US Stocks rise after inflation data showed a softer-than-expected increase in May, while a new U.S.-China trade agreement lifted investor sentiment. The Dow Jones added 126 points, the S&P 500 and Nasdaq Composite also gained. Inflation rose just 0.1%, calming fears of aggressive Fed action. At the same time, China agreed to export rare earth minerals, and the U.S. will ease tech restrictions. President Donald Trump called it a “great WIN,” boosting confidence in markets. Tech and quantum computing stocks surged. Here's how this trade deal and the inflation data are reshaping the outlook for the economy and investors.
US, China reach deal to ease rare earths export curbs, keep tariff truce alive
US, China trade talks: U.S. and Chinese officials have established a framework to revive their trade truce, addressing China's rare earth export restrictions. The agreement, reached after intense London negotiations, aims to build upon a previous Geneva accord to ease retaliatory tariffs. While details remain pending presidential approval, the deal intends to remove some U.S. export controls.
Why India has an incentive to act tough in Trump trade talks
India and the United States are in talks for a trade deal, aiming for a June deadline. Swaminathan Aiyar suggests India should stand firm like China. He believes Trump is eager for deals before the 90-day deadline. Howard Lutnick is optimistic about a US-India trade agreement before July. Negotiations are progressing, with the US team extending its stay in India.
For risk-takers who are long-term investors at heart: 7 mid-cap stocks from different sectors with an upside potential of over 29%
There is no way you can perfectly time the market. But going with the assumption that the market is clearly moving into bullish territory, it may be time to look at select stocks. Three big caveats, though. One, given the current state of the global markets, be ready to face volatility. Two, don’t buy stocks with leveraged money. And last, but not least, don’t buy to average out your purchase price: There is enough evidence to show that averaging does not work. You might be averaging out a loser, and not a winner.
China approves some exports of rare earths ahead of US talks
Beijing has approved some rare earth export applications, potentially easing tensions before US-China trade talks. The commerce ministry confirmed the approvals, noting growing demand in robotics and electric vehicles, and will expedite approvals for qualified exporters to Europe. This follows a call between Presidents Trump and Xi, where Trump expressed optimism about resolving trade issues and advancing towards a deal.
China says willing to improve communication with countries on rare earth controls
China said it has approved some rare earth export requests and aims to refine its approval process. The move comes as India faces growing shortages, with recent export requests reportedly denied.
The world's auto supply chain is in the hands of a few Chinese bureaucrats
China's control over rare earth magnet exports, crucial for electric vehicles and other industries, has become a point of contention in the trade war with the U.S. Stricter export controls implemented in April have led to significant delays in license approvals, impacting global automakers and technology firms.
Not just India's worry, China’s rare earth chokehold tests the mettle of global industry
Global automakers and governments are raising concerns as China's restrictions on rare earth magnet exports disrupt supply chains. These restrictions, citing national security, impact critical industries like electric vehicles and defense. Nations like India, Japan, and the US are scrambling to mitigate the effects, seeking alternative sources and domestic production to reduce reliance on China.
Trump likes China's Xi Jinping, but finds him 'extremely hard' to make a deal with
Donald Trump commented on US-China relations amid trade discussions. He described Xi Jinping as tough to negotiate with. Trade talks face hurdles as China hasn't fulfilled a tariff reduction agreement. Delays in rare earth export licenses worry Washington. Scott Bessent hopes a Trump-Xi call will resolve issues. New tariffs on steel and aluminum imports are implemented. The EU threatens retaliation.
A new era of trade warfare has begun for the US and China
The U.S.-China trade conflict escalates into a supply chain battle, with both nations restricting critical technologies and minerals.
Global alarms rise as China's critical mineral export curbs takes hold
Global automakers are raising alarms about China's restrictions on rare earth exports, warning of potential production delays and economic disruptions. Following similar concerns from US and Indian manufacturers, German automakers have joined the chorus, highlighting the critical role of these minerals in various industries.
Russian missiles, Western worries: India’s arms map is changing
India is sharply reducing its dependence on Russian defence imports, a significant shift driven by quality concerns, delays, and the Ukraine war’s impact on Russian military capacity. This pivot opens new opportunities for Western defence firms, as India strengthens ties with the US and France, signing billion-dollar deals and partnering on advanced technology. While Russia remains important for spares and nuclear capabilities, India’s growing Western defence partnerships mark a historic realignment, benefiting both India’s military modernisation and Western defence manufacturers seeking a major market.
Tata's Gopalpur SEZ joins World Economic Forum for clean energy revolution
Tata Steel SEZ's Gopalpur Industrial Park joins the World Economic Forum's initiative to cut CO2 emissions and boost economic growth. Located in Odisha, GIP is becoming a hub for green hydrogen and energy equipment manufacturing. GIP aims to contribute 10% to India's green hydrogen production target by 2030, with investments exceeding Rs 27,000 crore.
Tesla executives question Musk after he denies killing $25,000 EV project: Sources
Elon Musk denied reports Tesla canceled its $25,000 EV, confusing executives who knew it was scrapped. Internally, focus shifted to robotaxis, but investors were misled. The low-cost model, once key to Tesla’s growth, remains unreleased, raising concerns about transparency and regulatory scrutiny.
Export controls are endangering the fragile U.S.-China truce
Despite a recent truce on tariffs, the United States and China are engaging in supply chain warfare, wielding export controls over critical components. China has restricted rare earth magnet exports, impacting industries globally, while the U.S. has banned semiconductor sales to Huawei and restricted exports for China's C919 aircraft.
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