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CHINA REGULATORY HEADWINDS
Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...- More macro headwinds on the cards? Tackle them with core principles: 6 pharma stocks with upside potential of up to 28%There was a time when the Indian pharma story in the US was almost entirely about inspection risk. The US FDA would inspect a plant, a warn...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- CEA Nageswaran calls for capex push amid EV growth momentumIndia's top companies saw profits soar post-Covid. However, investments lagged. Chief economic adviser V Anantha Nageswaran called for corp...
- Global exchange operators no match to multibagger MCX's 150% returns. What is keeping investors hooked?MCX has delivered over 150% returns in a year, far outperforming global exchange operators, as structural reforms, rising derivatives volum...
- Nvidia CEO Jensen Huang in Shanghai amid China regulatory headwindsThe timing of Huang's trip, to kick off annual celebrations with Nvidia's China employees, is routine. He is expected to attend an Nvidia p...
- Toyota posts a drop in sales in November, dragged down by ChinaNovember brought a setback for Toyota, as global sales and production figures fell, primarily due to a steep decline in the Chinese market ...
- US to block Nvidia's sale of scaled-down AI chips to China, The Information reportsThe White House has informed other federal agencies that it will not permit Nvidia to sell its latest scaled-down AI chips to China. The ch...
- Bernstein hikes Paytm target to Rs 1100 as India's fintech sector expands rapidlyIndia's fintech ecosystem is witnessing rapid growth, with players like One97 Communications Ltd (Paytm) scaling operations while working t...
- Pragmatic policy mantra to shape Viksit Bharat: CEAThe Chief economic advisor discusses the projected 7% growth rate for FY25, highlighting the importance of a balanced approach amidst globa...
- Apple set for modest iPhone sales growth, China worries remainWall Street expects the company's latest flagship iPhone 15 to face stiff competition from Samsung's new Galaxy S24 packed with generative ...
- Private equity firm CVC bags $4.45 billion so far in sixth Asia-focused fundCVC is targeting to raise $6 billion for the fund, its sixth and largest to date for the region, people familiar with the situation told Re...
- Tencent chief blasts managers in fiery townhallPony Ma said at a year-end meeting with staff on December 15 that internal reviews this year had exposed unspecified corruption within Asia...
- Asian unicorns are trading 40% cheaper in private marketsThe affected billion-dollar companies range from financial technology and e-commerce to mobility and consumer, according to AJ Patel, a sen...
- Hong Kong stocks tumble as traders extend tech routThe Hang Seng Index dived five percent Monday as the Hang Seng Tech Index was pummelled 11 percent after China said it would lock down Shen...
- Alibaba overhauls ecommerce businesses, appoints new CFOAlibaba said it would form two new units to house its main ecommerce businesses - international digital commerce and China digital commerce...
- Little room for oil prices to slide much from here: Bob Baur, Principal Global InvestorsRupee could lose a little in 2019, but US equities may move down, favouring world currencies: Baur
- Tata Motors, JLR face diverse dynamics in key markets: N ChandrasekaranUncertainty due to market cyclicality, regulatory restrictions on diesel, Brexit and taxation in the UK pose specific challenges in Europe,...
- Cautious on Tata Motors: Prabhudas LilladherI will be cautious on Tata Motors at the current point in time because it is essentially JLR that contributes around 80% of top line and ar...
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