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CHINESE MANUFACTURERS
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
China's factory inflation hits 3-year high as energy costs surgeChina's producer inflation rose to a near three-year high of 3.9% in May, driven by higher energy costs and AI-related demand, while consum...
Chinese production continues despite tech transfer curbsChinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manuf...
CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
'Domestic cos got lower subsidies than Chinese peers, on par with North America'Indian firms receive far less government support than Chinese companies. An OECD report highlights this disparity between 2005 and 2024. In...
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
Fire breaks out at Tata Steel's United Kingdom plantA fire erupted at Tata Steel's Port Talbot plant in the UK. Emergency services responded swiftly to the incident. All personnel were safely...
India should review FTAs, overhaul investment screening, report saysIndia should reassess the effectiveness of its existing Free Trade Agreements (FTAs), modernise its investment screening framework and adop...
Tata taps China's Chery for premium EV push, sources sayTata Motors is set to license an automaking platform from China's Chery. This collaboration aims to accelerate the launch of Tata's premium...
Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
War & AImpact: China's export-price jump fastest in 3 yearsChina's export prices surged 5% in April, the fastest in three years, driven by global energy costs and AI demand for commodities like oil,...