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CCP INVESTMENT IDEAS
China continues to hike its defence expenditureChina has announced a 7.2% increase in its defence budget for 2025, reaching CNY1.784665 trillion (USD249 billion), as revealed at the Nati...- The power of patience: How long-term investing drives superior returnsIndia's growth at 10% annually while maintaining 15% return ratios is becoming challenging, especially for large caps. A decade ago, 30 com...
- 'DeepSeek a wake-up call for US': China's AI startup sets Silicon Valley atwitterDeepSeek’s ability to dramatically reduce inference costs ruffled feathers in the industry. Perplexity AI CEO Aravind Srinivas commented on...
- Xi Jinping maintains his laser-like focus at China's third plenumA total of 199 members and 165 alternate members attended this plenary session of the 20th Central Committee, held nine months late. Xi's o...
- India needs to be wary of Chinese private security companies in Africa: ReportChina is using an aggressive approach of employing Private Security Companies (PSCs) to mitigate the security risks for Chinese nationals i...
- China introduces new power structure to tighten control on data, tech, financeThe Chinese Communist Party (CCP) and President Xi Jinping are moving to tighten their grip on that data and capitalize on it economically ...
- Letter from Washington: US' legislative counter to China is gaining fresh momentumFrom listing more Chinese companies on the export control list (two dozen were named just last week) to blocking sales of advanced semicond...
- US sees China propaganda efforts becoming more like Russia'sU.S. officials and outside experts cite recent examples of China-linked actors generating false news reports with artificial intelligence a...
- Non-bank arms mooted to tackle RBI-ESMA riftIf the proposal gains ground, it would come across as a strong signal from Indian authorities on regulatory jurisdiction and control over k...
- China was clearly unprepared for reopening after its zero-Covid policy, says Harvard Professor FriedmanJeremy S. Friedman teaches at Harvard Business School. Speaking to Srijana Mitra Das, he discusses the implications of China removing its C...
- South Asia’s largest study abroad platform is on a journey to democratize global education and careersThe idea behind Leap was to build a student-centric and customer-obsessed company that can enable young and ambitious students to access qu...
- Exodus of cryptocurrency machines from ChinaChina mined two-thirds of the world's bitcoins in 2020; in other words, until last year, Chinese bitcoin mining accounted for around 65 per...
- View: India should expect intermittent border clashesPut this together with a narrative of inexorable Western decline – for instance, Xi claimed in a speech last year “The East is rising and t...
- View: China’s reform gradualism is not the virtue it’s touted to beChina has been a slow reformer, an economy that seems perpetually in transition. The Chinese see this reform gradualism as a virtue, a shar...
- Chinese Communist Party applies unfair means to hijack global orderScholars recently gathered together to discuss the emerging threat to the world order by the Chinese Communist Party in a webinar titled ‘C...
- Chinese Communist Party more assertive, demanding & confrontational: US-Europe reportThis report summarizes changing U.S. and European views of, and relations with, China. It is the outgrowth of a symposium convened in Berli...
- View: No one should have been that shocked by Xi Jinping's riseLet there be no doubt: The world was a dangerous place long before Xi became China’s supreme leader and Trump started to boast of winning t...
- Wait for the market to correct: Manishi Raychaudhuri"The rally in India has not been an isolated one. It has been a global equity rally fuelled by a rush of liquidity into global equities aft...
- Look beyond Ulips for your child’s futureDon’t be misled by agents. Look beyond Ulips for your child’s future. For better and cheaper options, read on
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