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CHINESE CONSUMER
China warns of fragmented supply chains as trade tensions growBeijing, a dominant supplier, has retaliated against potential restrictions with export controls. While China attributes its competitivenes...- China's rare earths curbs extend pressure on supply to JapanJapan's rare earth magnet makers face a prolonged supply crunch as China's exports of crucial heavy rare earths like dysprosium and terbium...
- As China gorges on homegrown foie gras, France faces a new rivalChina is rapidly emerging as a global powerhouse in foie gras production, with farmers like Li Fengshan driving massive output increases. C...
- Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
- At Hong Kong auto show, China automakers target wealthy in right-hand-drive marketsChinese car companies are targeting wealthy buyers in right-hand-drive nations. They are introducing premium electric vehicles to new marke...
- AI market likely to split between premium frontier models and lower-cost alternatives: BernsteinThe global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier AI models serving highl...
- Gold rush missed: Can India dig its way out of import dependence?India's significant gold imports, exceeding 800 tonnes in 2024 while producing only 2 tonnes, highlight a missed opportunity. Learning from...
- Sarvam: When US slams the door, India begins to find its own openingSarvam AI’s rise to a $1.5 bn valuation after raising $234 mn marks a major milestone for India’s push toward AI sovereignty. The funding c...
- India Inc. is profitable. So why isn’t it investing?Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and ...
- In 1899, scholar Wang Yirong just looked at 'dragon bones' in medicine market; Then he noticed strange symbols that revealed China's 3,000-year-old lost history & direct evidence of Shang dynastyIn 1899, scholar Wang Yirong noticed ancient markings on so-called "dragon bones" being sold in a traditional Chinese medicine market. His ...
- Iran war is a 'wake-up call' for Southeast Asia's energy sector, report saysA war in Iran has highlighted significant energy risks for Southeast Asia. The region faces a potential tripling of its energy import bill ...
- World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
- China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
- After Iran, China has a powerful new oil price weaponChina has emerged as the world's first oil "swing importer," significantly reducing its imports by a third to an eight-year low. This move,...
- Is the Iran war just an energy shock - or a turning point?A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a ...
- China access concerns could have triggered US restrictions on Anthropic's Mythos: ReportAmerica has restricted access to Anthropic's advanced AI model, Mythos. This action stems from worries that a group linked to China might h...
- Supply recovery, not demand, will be oil market's key test: Vandana HariGlobal crude oil prices have fallen significantly from wartime highs, but market expert Vandana Hari cautions against declaring victory. Sh...
- Alibaba bids $1.5 billion for China grocer Pupu in Meituan fightAlibaba is reportedly offering $1.5 billion for Chinese grocery delivery firm Pupu, initiating a bidding war to gain market share from riva...
- Fed and BoE stay guarded after 100 days of Iran warGlobal central banks are poised to maintain current interest rates this week. The Iran war's impact on inflation and growth remains a key c...
- Chinese Proverb of the Day: ‘The man who kept measuring the river never…’ The ancient warning that could change how you chase success foreverChinese Proverb of the Day: The Chinese proverb of the day offers a timeless lesson about courage and achievement: preparation has value, b...
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