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Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
- ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- ET Alpha Wealth Summit | We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
- Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
- 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.
- China's domestic car demand under pressure, association exec saysChina's car market faces a tough year. Domestic demand has fallen significantly. This trend is expected to continue until 2026. The automot...
- 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...
- India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
- India's biggest trade bet comes with six red flagsIndia may be adding more trade partners, but its latest FTA report card comes with several red marks. A new study by the Global Trade Resea...
- Gold extends losses on US interest rate-hike fearsGold prices dipped on Monday, extending previous losses amid U.S. interest rate hike fears. Meanwhile, escalating tensions in the Gulf sent...
- Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
- 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...
- Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...
- Hot wheels got intelligent: Carmakers are device-fying, and tech companies making cars are bringing their world view with themThe automobile is transforming into a smart device. Traditional carmakers face a challenge as software and data become more valuable than h...
- China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
- Global Market: China's services sector growth hits three-month high in May, demand improvesChina's services sector experienced its fastest growth in three months during May, driven by robust domestic demand and a rebound in overse...
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