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CHINA MANUFACTURING SLOWDOWN
Factories faced weaker demand, higher costs in July as Iran war grinds onIn July, China's manufacturing activity experienced a decline attributed to dwindling demand alongside escalating costs. Meanwhile, the Eur...
China factory growth slows to 4-month low in July, survey showsChina's manufacturing sector expanded at its slowest pace in four months during July. Output and new orders rose more slowly, while export ...
ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
Aluminium signals recovery after correction; supply risks and energy concerns may drive the next leg higherThe recent rebound has been supported by tightening global inventories, concerns over energy availability in key producing regions, geopoli...
Global Market: China's factory activity contracts unexpectedly in July; metal, commodity stocks may stay under pressureChina's manufacturing activity unexpectedly slipped into contraction during July. The official manufacturing Purchasing Managers' Index fel...
China export curbs put $6.5 trillion global supply chains at risk: IEAGlobal supply chains for critical minerals face acute economic security challenges. China's export controls on rare earth elements impacted...
India's solar push idles factories unable to shake reliance on ChinaIn a concerning turn for India's renewable energy sector, solar panel manufacturers are ceasing production because vital components are in ...
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
Have metal stocks’ dependence moved from Chinese apartments to world's power grid? 5 metal stocks with upside potential of up to 34%Weak Chinese growth has traditionally been a warning signal for metal stocks. Yet, the latest disappointing data from China has caused only...
Global Market: China eyes faster national infrastructure spending to steady growth amid local investment slumpChina is accelerating national infrastructure projects to boost economic growth this year. This strategy aims to offset reduced local gover...
Have all possible headwinds been priced in by the street? 7 agro-chem stocks with upside potential of up to 38%June was one of the worst monsoon months since records began to be kept. That is bad news for agro-chemical companies, though better rains ...
Global Market: China Q2 growth slows to 4.3% yoy; Asia, metals stocks likely to remain volatileChina's economy grew 4.3% year-on-year in the second quarter, missing market expectations and marking its slowest pace since late 2022. The...
Indian business optimism weakens as margin pressures weigh: HSBC surveyIndian private sector firms show reduced optimism for the year ahead. Companies are scaling back hiring plans due to rising costs and compe...
India's diamond export pain is hiding a brighter story at homeIndia's diamond exports have declined over recent financial years. Retail giants are increasing investments in both natural and lab-grown d...
China's car slump has a new escape route — the rest of the worldChina's auto sales decline prompts manufacturers to boost overseas exports. Domestic demand has fallen significantly, pushing companies to ...
IMF sees India among fastest-growing major economies despite trimming FY27 GDP growth projection to 6.4%India's economy is anticipated to expand by 6.4 percent in fiscal year 2026-27, bolstered by strong private consumption and active service ...
China’s factories cap best quarter since 2020, survey showsThis "two-speed" activity sees booming tech sectors contrasting with traditional exporters struggling due to weakening global demand. The p...