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CHINA ANALYSIS
'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...- FIFA 2026: Brokerages bet on sector winners as soccer World Cup set to kick offThe 2026 FIFA World Cup will bring billions to host nations. Analysts expect a surge in spending on hotels, airlines, and retail. Beer sale...
- Stock picks of the week; 5 stocks with consistent score improvement and upside potential of up to 25%Even in normal times it is futile to try and guess the outcome of most global events. But in the New World Order, it makes no sense at all ...
- China's global ecommerce push stalls as Iran war lifts costs, dampens demandThe business models, based on flying $5 dresses from Chinese factories to shoppers around the world, were already under pressure after U.S....
- Lawyers welcome SC’s AI rules against ‘algorithmic justice’The Supreme Court has released a draft framework for AI in courts, aiming to balance innovation with judicial safeguards. The proposed regu...
- India's new GDP yardstick: What changed, what did not, and what every investor should now read differentlyIndia changed the base year used to measure its economy from 2011-12 to 2022-23. The first full-year provisional numbers under the new yard...
- As OPEC+ meets, Iran war hobbles power to shape oil marketOPEC+ ministers are meeting to discuss increasing oil production quotas to combat surging prices, which have doubled since Strait of Hormuz...
- FIFA 2026 World Cup to boost beer sales by over 1,000,000,000 pints: Event to boost global GDP by more than $41 billionThe 2026 FIFA World Cup is set to significantly boost global beer consumption, with over a billion pints expected. Analysts predict a 0.3% ...
- FIFA WC 2026 set to be a free kick for tourism, retail and clothing industryAnalysts said U.S. hotel operators Marriott, Hilton and Hyatt as well as online travel platforms Airbnb, Booking Holdings and Expedia are p...
- In 1958, when China ordered a nationwide sparrow slaughter to protect grain crops, what followed was 2 million human deathsChina's war on sparrows in 1958 had devastating consequences. The campaign, aimed at protecting grain, instead led to a surge in crop-destr...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhile a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI land...
- ET Alpha Wealth Summit: Future alpha may emerge from neglected markets and asset classes, says Kalpen ParekhDSP Mutual Fund CEO Kalpen Parekh advised investors to seek future alpha in out-of-favour areas, not recent winners. He emphasized that mar...
- More oil escapes Hormuz, keeping traders guessingIran war: Tankers are using stealth to exit the Strait of Hormuz, freeing oil trapped in the Gulf. The practice of ships going dark is wide...
- The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
- Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
- India antitrust body targets beauty pageants with scrutiny of Mrs India IncIndia's competition watchdog is probing Mrs. India Inc. The beauty pageant organizer faces accusations of abusing its market position. Part...
- Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
- This 121-million-year-old bird had tail feathers twice its body length just to get a datePaleontologists have discovered Plumadraco bankoorum, a new species of bird from 121 million years ago in China. This "feather dragon" poss...
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