INDIA CHINA NEWS
Trump promised to welcome more foreign students, now, they feel targeted on all fronts
President Trump's shift in policy has created an environment of fear and uncertainty for international students in the US. Policies such as visa restrictions and potential termination of study permits have disrupted their academic pursuits and future plans.
ETMarkets Smart Talk: Why Gurpreet Sidana says real wealth is built on strategy, not speculation
Religare Broking CEO Gurpreet Sidana urges investors to avoid momentum-driven trades and focus on fundamentals amid volatility. He highlights defence, cement, and gold as key sectors while advising data-led, risk-aware strategies for long-term wealth creation.
Operation Social Media: The India-Pakistan war wasn’t just over borders
After a terror attack in Kashmir, India and Pakistan clashed in a new kind of war, fought with misinformation and digital deception. As India struck terror targets, social media exploded with false claims, doctored videos, and viral lies designed to inflame tensions and distort reality. This exposé reveals how ‘Operation Social Media’ became a battleground of digital deception and psychological warfare, testing India’s cyber defenses, media credibility, and strategic clarity in the age of hybrid conflict.
China, Pakistan 'launch' Operation Disinformation on Rafale after India's terror strikes
French sources report a disinformation campaign against the Rafale fighter jet. China and Pakistan are actively involved. Fake news and videos aim to damage Rafale's reputation. The campaign promotes competing aircraft and discredits India-France partnership. False claims include Rafales being shot down and Indonesia rethinking its purchase. Indian government sources deny these claims. Strikes on terror camps used Rafales effectively.
Devina Mehra on Trump-Musk spat, China’s chip market manipulation
Devina Mehra highlights the escalating conflict between Elon Musk and Donald Trump, noting potential risks from Musk's government involvement. She points out China's dominance in strategic resources as a challenge for the EV industry. Due to volatility and news dependence, Tesla is considered a high-risk stock and is not held in global funds.
Top US universities raced to become global campuses. Under Trump, it's becoming a liability
Harvard's foreign student population has increased significantly. President Trump is using border control to influence higher education. He is targeting universities with large international enrollments. A judge temporarily blocked Trump's order against Harvard. Other universities like Columbia are also under scrutiny.
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Reliance’s earnings engine set to rev up after years of heavy capex: Sandip Sabharwal
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 restrictions are impacting various industries, particularly autos, creating near-term uncertainty.
Nothing to be negative about in market; bulk deals a pressure point: Sandip Sabharwal
Sandip Sabharwal suggests that the markets are in a stable position, despite the pressure from bulk deals. He highlights the current chip shortage, attributing it to China's export restrictions, impacting two-wheeler and EV companies globally. The tariff issue is already factored into the markets, with focus shifting to monetary policy and economic data.
Zomato poised for smart rebound post capex cycle: Mayuresh Joshi
Quick commerce companies are investing heavily in dark stores, impacting earnings and cash flow. Competition is intensifying with JioMart and others entering the space. The EV sector faces headwinds due to China's control of rare earth materials and slowing global demand, potentially affecting Indian EV production despite government incentives.
Price wars hurt payment firms; CG Power’s fab play falters
Happy Friday! Payment aggregators are slashing fees to stay in the game. This and more in today’s ETtech Morning Dispatch.
Asian shares have tepid start before US jobs data
Asian equities are trading cautiously as investors await US jobs data for clues on Federal Reserve interest rate decisions. Tesla shares plummeted after Elon Musk's spat with Donald Trump, overshadowing optimism from renewed US-China trade talks. Despite Trump's positive comments, analysts remain skeptical about a lasting trade resolution, while China faces scrutiny over currency transparency.
India plans rare earth magnet incentives as supply threat mounts
India is negotiating with companies to build long-term stockpiles of rare earth magnets by offering fiscal incentives to boost domestic production, aiming to reduce dependence on China, which controls 90% of magnet processing and recently restricted exports.
150 trucks from Afghanistan offer a clue on why India is talking to the Taliban
India is cautiously normalising relations with the Taliban, reopening trade routes and issuing visas to Afghan nationals despite past support for the overthrown democratic government. This shift reflects a pragmatic recognition of Afghanistan's geopolitical importance and aims to counter China's growing influence in the region. Despite historical tensions and security concerns, India prioritizes people-to-people connections and cultural ties with Afghanistan.
Nvidia on m-cap podium; Flipkart’s block deals
GPU giant Nvidia has once again become the most valued publicly traded company in the world, boasting strong financials and sector dominance. This and more in today’s ETtech Top 5.
Asian shares rise at open after US jobs surprise
Asian stocks experienced an initial surge following positive US labor market data, mitigating concerns about the impact of trade tensions. South Korean stocks notably led the gains after the election of a new president. Despite warnings from the OECD regarding the global economic downturn caused by trade policies, US markets demonstrated resilience, driven by encouraging economic indicators.
Pakistan takes over chair of UNSC Taliban sanctions committee amid China-backed push in Afghanistan
Pakistan now chairs the UNSC's Taliban sanctions committee. This occurs amid efforts to improve ties with the Taliban, facilitated by China. Russia and Guyana are vice chairs. India, though not on the UNSC, can influence decisions through allies. India will likely work with France, Russia, Denmark, and Algeria to counter Pakistan's moves.
FDI tunes into media: Q4 funding doubles with big bets on news, OTT, and football flair
The Information and Broadcasting sector in India saw fluctuating Foreign Direct Investment. It almost doubled in the fourth quarter of fiscal year twenty-five. However, overall FDI decreased by fourteen percent for the entire year. Inshorts India Advertising received a significant fund infusion. Balaji Telefilms also got FDI from various investors. Mumbai City FC received investment from City Football Group.
Why the stock market fell today? Sensex tanks 636 pts, Nifty below 24,550 — 6 key reasons behind the decline
Stock Market Crash: Indian stock markets faced a downturn. Sensex and Nifty50 declined due to struggles in finance and IT. Global trade worries and US fiscal issues contributed. Donald Trump's tariff plans impacted metal exporters. Weak global data and anticipation of the RBI policy added pressure. US debt concerns and volatile oil prices further dampened sentiment.
Gold Price Prediction: Yellow metal nears 3-week high on safe haven demand, silver tops Rs 1 lakh/kg
On Monday, gold and silver closed higher in both domestic and international markets. Gold August futures ended at ₹97,953 per 10 grams, up 2.17%, while silver July futures settled at ₹1,01,011 per kilogram, gaining 4.12%.
‘Can China stop the flow of Brahmaputra river to India?’: Assam CM hits back at Pakistan over Beijing’s veiled threat
Assam's Chief Minister Sarma refuted Pakistan's concerns about China controlling the Brahmaputra, emphasizing its rain-fed nature within India. This rebuttal follows China's veiled warning regarding water politics and India's reassessment of the Indus Waters Treaty. Concerns persist over China's dam project on the Brahmaputra, raising fears of strategic water control and potential catastrophic floods in Assam.
India's new flagship EV policy to be a ‘non-starter’ for global biggies
India is launching an EV policy to attract global automakers, offering reduced import duties for companies investing in local manufacturing. Tesla is unlikely to participate due to its preference for imports over local production.
Tesla not interested in manufacturing in India, minister says
Tesla is unlikely to manufacture in India soon, according to Heavy Industries Minister Kumara Swamy, despite securing showroom space and job listings. India plans to invite applications under a new EV policy offering lower import duties (15% vs 70%) to automakers investing $486 million in local production.
India’s GDP Show: From yawn to yay, but hold the confetti
India's economic growth, highlighted by a 7.4% increase in Q4 FY25, fuels optimism but the nation still trails Japan in nominal GDP. While India aims to become the fourth-largest economy, sectoral imbalances persist, with agriculture lagging behind services. Encouragingly, the poverty ratio has significantly decreased, driven by GDP growth, signaling progress towards a more equitable society.
As the TACO trade gains popularity, here are multiple occasions when Trump threatened and then backtracked
Donald Trump often talks about putting high tariffs on other countries’ goods, but many times he changes his mind. This back-and-forth has made companies unsure about the future and has caused economic problems, like job losses and market swings.
China’s deafening silence on arms sent to Pakistan comes amid desi roar of Indian firepower
India’s recent Operation Sindoor against Pakistan has put China’s military exports to Pakistan under a real combat test. Pakistan relies heavily on Chinese weapons, including J-10C jets and advanced missile systems, while India uses Western-supplied Rafale jets and indigenous weapons. The conflict highlights the shifting defence alliances in South Asia and raises questions about the effectiveness of Chinese arms in actual warfare. Official Chinese denials contrast with clear evidence of Beijing’s deep military ties with Islamabad. This clash signals a changing balance of power in the region.
How India is gearing up to clip the wings of Pakistan’s 'made-in-China' 5th-gen fighter jet threat
India is accelerating the development of its Advanced Medium Combat Aircraft (AMCA) stealth fighter, opening the project to private companies due to delays and fighter jet shortages. This move aims to counter China's stealth capabilities and address the IAF's need for advanced aircraft.
India’s paper imports more than double in four years to 2.05 million tonne, posing challenges for local players: IPMA
India's paper industry is facing significant challenges due to a surge in paper and paperboard imports, which reached a record 2.05 million tonnes in FY25. Imports from China have jumped by 33%, now accounting for 27% of India's total paper imports.
US Commerce Secretary backs Trump's India-Pak ceasefire claim, tells court how war was stopped
The Trump administration claimed that President Trump brokered a fragile ceasefire between India and Pakistan by offering trade access to the U.S. following a period of military operations in May 2025. However, Indian government sources refute this, asserting that the agreement was reached without external intervention.
Asian shares start cautiously, dollar edges down
Asian shares opened cautiously amid anticipation of fresh trade news influencing US asset demand. The dollar weakened as trade tensions and US fiscal concerns persisted. Investors are closely monitoring President Trump's trade dealings with Japan and India, while China pushes for yuan usage in cross-border trade. Nvidia's results and the upcoming US inflation data will be key events this week.
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