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CHINA MANUFACTURING RISKS
Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.- Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
- India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
- India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- Stock picks of the week; 5 stocks with consistent score improvement and upside potential of up to 25%Even in normal times it is futile to try and guess the outcome of most global events. But in the New World Order, it makes no sense at all ...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
- Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of BarodaIndia's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This...
- Hot wheels got intelligent: Carmakers are device-fying, and tech companies making cars are bringing their world view with themThe automobile is transforming into a smart device. Traditional carmakers face a challenge as software and data become more valuable than h...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- Tata taps China's Chery for premium EV push, sources sayTata Motors is set to license an automaking platform from China's Chery. This collaboration aims to accelerate the launch of Tata's premium...
- EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
- PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
- Aluminium hits four-year high on renewed Middle East supply risksBenchmark aluminium on the London Metal Exchange traded 0.5% higher at $3,685 a metric ton in official rings. Earlier, it touched $3,707.50...
- Asia's factory output expands as firms stockpile buffers over Iran war risksAsian factories saw steady growth in May. Companies built up stocks to counter potential supply disruptions from the Middle East conflict. ...
- Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
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