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CHINA ECONOMIC DATA
India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...- A new, inexpensive Chinese AI model is catching up with Anthropic, OpenAI on their home turfWestern startups are increasingly turning their attention to affordable and powerful AI models from China, particularly Z. ai's GLM-5.2, wh...
- Gas plants for US data centers to be major source of climate change-linked emissions, report saysThe Environmental Integrity Project reviewed 74 gas-fired US power plant projects proposed or planned to provide electricity directly to ...
- China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
- China imposes 'national security' rules on overseas investmentsChina is intensifying its scrutiny of investments overseas with broad "national security" regulations taking effect from Wednesday, at a ti...
- Zee Entertainment shares jump 6% after Rs 418 crore FDI approvalZee Entertainment shares jumped after receiving government approval for a Rs 418 crore foreign investment from an Invesco-managed fund. Thi...
- Global AI wave revs up Asian factories, offsetting war-induced painAsia's manufacturing sector experienced a significant boost in June, driven by robust demand for AI-related technology goods. This surge pr...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- The overcapacity narrative of the US: Why it does not apply to IndiaThe ‘overcapacity’ argument posits that certain countries produce far beyond their domestic absorption capacity, dumping the surplus on wor...
- Global Market: Financial firms shift Asia expansion focus to South Korea, take cautious stance on China and IndiaGlobal financial firms are increasingly prioritising South Korea for Asia-Pacific expansion while adopting a cautious approach towards Chin...
- Surprisingly quick oil price retreat eases urgency for European Central Bank to act, sources sayEuropean Central Bank policymakers are less pressured to raise interest rates next month due to a swift drop in oil prices. While a hike is...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Gold, silver face fresh test as US dollar, Iran crisis to shape week ahead: AnalystsGold and silver are facing downward pressure as investors digest escalating US-Iran tensions, crude oil price shifts, and crucial economic ...
- Charting the global economy: US spending rises, weather loomsUS consumer spending remains robust despite rising prices, though new home sales dipped. President Trump is scrutinizing gasoline costs. Eu...
- Will Sensex, Nifty extend gains or turn volatile? Q1 updates, F&O expiry among 8 factors set to steer stock market this weekIndian markets head into a crucial week with investors tracking Q1 business updates, June F&O expiry, auto sales data, FII flows, crude oil...
- China industrial profits stay resilient as economy leans on factories, exportsChina's industrial profits saw a double-digit rise in May, though at a slower pace, underscoring the economy's reliance on factories and ex...
- Global Market: China's 'future industries' investment boom sparks valuation bubble concernsChina is witnessing a massive surge in venture capital, pouring billions into futuristic sectors like space, quantum computing, and AI. Thi...
- Singling out Huawei, China's premier defends tech rise, rejects subsidy claimsChina's Premier Li Qiang has pushed back against claims that state subsidies fuel the nation's tech advancements in areas like AI and EVs. ...
- Foreign influence increasing over India's fintech sector: GTRI on Meta's investment in CredThink tank GTRI said that the deal gives Meta a foothold in one of the country's richest repositories of consumer financial-behaviour data,...
- China's May retail sales fall for first time in over three yearsChina's economy shows a worrying split in May. While factories are humming with strong exports, consumer spending took a hit, with retail s...
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