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India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
China's April industrial profits grow at fastest in more than two yearsChina's industrial profits saw a significant jump in April, the fastest since November 2023. This growth is largely fueled by strong export...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
India rewrites China FDI rulebook with 'securonomics' pivotIndia has recently revised its foreign investment policies for countries that share a land border, as detailed in Press Note 2 of 2026. Dep...
As India's R&D faces funding & talent crunch, Niti panel suggests 50+ fixesIndia's research and development spending lags behind global leaders. A Niti Aayog report highlights funding issues and bureaucratic delays...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the latest news flow from the Gulf region, the probability is high that we might once again see the bulls attempting a comeback. As u...
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on toHolding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has falle...
These large- mid- and small-cap stocks have an upside potential of up to 31% in 1 year, according to analystsAs nothing can be ruled out on the street, be prepared for anything. Now, what is the probability that the bears will be chased away from t...
US CEOs seek China business gains from Trump-Xi summitAmerican business leaders are heading to China for a summit with President Xi Jinping. They aim to resolve ongoing business challenges and ...
Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodusGoldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may...
Wealth creation is also about ignoring noise on the street: 15 mid- and small-cap stocks from different sectors which fit the billIn the April 2022-September 2024 bull market, every management appeared capable. Margins expanded, working capital looked manageable, capit...
From Rafales to space surveillance how India expanded military capabilities after Operation SindoorIndia is significantly boosting its military strength after Operation Sindoor. Major defense deals are being finalized, including new Rafal...
Power, auto ancillary, and mid-size banks: Where Motilal Oswal Private Wealth is putting money nowMotilal Oswal Private Wealth is investing cash into key sectors. Power is a top pick due to rising demand. Auto ancillary firms are set to ...
Another trade war? EU fires first shot in economic clash with ChinaEU is planning a major shift in its industrial policy through the proposed “Made in Europe” framework under the Industrial Accelerator Act,...
India weighs induction cooktop subsidy amid Iran war energy crisisIndia is exploring incentives for induction cooktops. This move aims to transition households from LPG to solar electricity. The government...
Cheap batteries are taking over the world’s power gridsThis boom, led by China's manufacturing prowess, is making batteries a crucial tool for grid resilience and a cost-effective alternative to...
Industry heads set to visit China to expand alliancesA delegation of 16-17 top execs from Indian companies like Dixon Technologies, JBM, and Hero Future Energies will visit China next week to ...
India to mandate locally made solar ingots, wafers for clean energy projects from June 2028India is set to boost its solar manufacturing. From June 2028, clean energy firms must use locally made solar ingots and wafers. This move ...