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ASIAN CAPEX BOOM
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- Trump-Tehran, EVangelist for Us – time to charge the battery techEven as conflict and chaos linger in West Asia, India is witnessing a happy confluence of choice, cause and cost. This is a once in a lifet...
- Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensionsSouth Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. Whi...
- Asia shares near record high on AI optimism, dollar up on receding Fed cut betsAsian stocks are on track for their best weekly run since May. Technology shares are reaching new highs, driven by strong investor interest...
- Global stocks rise at start of 2026, precious metals gainGlobal stocks began the new year positively, with US equity futures and precious metals advancing. Despite a recent pullback, 2025 saw stro...
- What Saurabh Mukherjea added to Little champ portfolio and can it be another GMM Pfaudler?“One cannot get the consistent compounding like with Asian Paints, but in the case of Tega or say Grindwell Norton in our Rising Giants por...
- Baap of all multibaggers! 7 insights from the history of 100-bagger stocksA study of 20-year data dissecting the performance of Dalal Street's biggest multibaggers shows that most stocks that compounded by a minim...
- Investment opportunities: 5 themes to beat Fed rate hike worries“Investment opportunities are usually created before interest rate hikes in the US...these interest rate hikes contain an element of growth...
- Time to be overweight on domestic cyclicals: Mahesh Nandurkar, Jefferies“We are recommending that one should be overweight in the domestic cyclical sectors. We like banks and autos. From a medium to long term pe...
- View: RBI policy should be contingent on recovery, inflation and Omicron, not US Fed behaviourDrawing on the experiences of the previous cycles, there are more similarities with the 2003-07 cycle, rather than 2013. Asian central bank...
- Entering economic youth phase@75: Rahul Singh, CIO-Equities, Tata MF
- SGX Nifty up 60 points; here's what changed for market while you were sleepingAsian shares opened on a cautious note, with a dearth of strong market-moving events after the US market was closed for a holiday. MSCI's b...
- Budget to be a huge trigger for infrastructure theme: Sunil SubramaniamFIIs have pumped in Rs 200,000 crore since April, but the Indian growth story is also partly due to the TINA (There is No Alternative) fact...
- Apple, Samsung open their wallets, boosting world's economyAround 69 percent of Asian companies increased capex last year, compared to 48 percent in 2016, according to Joao Cesar, senior investment ...
- Eco Survey too rosy; quick turnaround in investments unlikelyThere is no evidence to suggest that the turnaround in private capex is just around the corner.
- India is the crown jewel of our Asia operations: Prabhat Awasthi, Nomura IndiaIf the investment cycle picks up, it provides a sustainable pedestal for growth to rise.
- Vedanta Q3 net profit tanks 98.9 per cent, market cheers unexpected profitVedanta's total expenses fell 12 per cent to Rs 13,541.18 crore, from Rs 15,400.27 crore during the reported quarter.
- Expect 2014 to be a better year for us than 2013: Baba Kalyani, Bharat Forge"We have done a lot of work internally to get our costs realigned, improve our cost structure and I think this is improving our margins," K...
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