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CHINA PRIVATE SECTOR
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
INSIGHT-How Honda's old guard tried, and failed, to oust its CEOHonda is encountering significant disputes as a faction of retired executives pushes for the removal of CEO Toshihiro Mibe. Citing his fail...
Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
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...
India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
Consumption demand faces risk from global headwinds, parliamentary panel informedIndian officials have warned that consumption demand might face challenges due to global economic pressures. However, strong service export...
The spy who hired me: Chinese agents hunt for secrets on LinkedInChinese intelligence is now using professional networking sites and job portals to find and recruit people with access to sensitive data. T...
Modi government in panic mode on current economic situation: CongressThe Congress party alleges the Modi government is in panic over the economy. They point to a reported plan to remove capital gains tax on f...
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
Global Market: China's services sector growth hits three-month high in May, demand improvesChina's services sector experienced its fastest growth in three months during May, driven by robust domestic demand and a rebound in overse...
China adds data and AI to trade secret rules to block leaksEffective Monday, the Regulations on Trade Secret Protection mark the first time Chinese law protects such digital assets as proprietary se...
Indian steelmakers grapple with resurgence of cheap Chinese importsChinese steel exports to India surged in April, reaching a two-year peak. This influx of cheaper steel, including hot-rolled coils and stai...
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. ...
India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...