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ECONOMIC SLOWDOWN CHINA
ETMarkets Smart Talk | Financialisation of savings could be India's biggest wealth creator over the next decade: Prashasta SethIn an interaction with Kshitij Anand of ETMarkets for Smart Talk series, Seth explains why the steady shift from physical assets to financi...04 Aug, 2026, 07.42 AM IST- China factory growth slows to 4-month low in July, survey showsChina's manufacturing sector expanded at its slowest pace in four months during July. Output and new orders rose more slowly, while export ...03 Aug, 2026, 07.49 AM IST
- ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...03 Aug, 2026, 07.40 AM IST
- Charting the Global Economy: Central banks hold the lineGlobal central banks maintained interest rates this week due to rising energy costs. The Federal Reserve and Bank of England saw some offic...02 Aug, 2026, 06.03 AM IST
- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...01 Aug, 2026, 01.08 PM IST
- Aluminium signals recovery after correction; supply risks and energy concerns may drive the next leg higherThe recent rebound has been supported by tightening global inventories, concerns over energy availability in key producing regions, geopoli...01 Aug, 2026, 10.00 AM IST
- Global Market: China's factory activity contracts unexpectedly in July; metal, commodity stocks may stay under pressureChina's manufacturing activity unexpectedly slipped into contraction during July. The official manufacturing Purchasing Managers' Index fel...31 Jul, 2026, 09.52 AM IST
- China export curbs put $6.5 trillion global supply chains at risk: IEAGlobal supply chains for critical minerals face acute economic security challenges. China's export controls on rare earth elements impacted...27 Jul, 2026, 12.10 PM IST
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...21 Jul, 2026, 09.00 AM IST
- Have metal stocks’ dependence moved from Chinese apartments to world's power grid? 5 metal stocks with upside potential of up to 34%Weak Chinese growth has traditionally been a warning signal for metal stocks. Yet, the latest disappointing data from China has caused only...19 Jul, 2026, 05.56 AM IST
- Global Market: China eyes faster national infrastructure spending to steady growth amid local investment slumpChina is accelerating national infrastructure projects to boost economic growth this year. This strategy aims to offset reduced local gover...17 Jul, 2026, 10.18 AM IST
- Have all possible headwinds been priced in by the street? 7 agro-chem stocks with upside potential of up to 38%June was one of the worst monsoon months since records began to be kept. That is bad news for agro-chemical companies, though better rains ...16 Jul, 2026, 06.06 PM IST
- Global Market: China Q2 growth slows to 4.3% yoy; Asia, metals stocks likely to remain volatileChina's economy grew 4.3% year-on-year in the second quarter, missing market expectations and marking its slowest pace since late 2022. The...15 Jul, 2026, 10.17 AM IST
- China's Q2 GDP growth cools to 3-1/2-year low, structural imbalances complicate policyChina's second-quarter economic growth slowed to its weakest pace in over three years. Official data revealed a 4.3% annual rise, missing a...15 Jul, 2026, 09.42 AM IST
- Global Market: Chinese stocks hit three-month lows as growth worries, Middle East tensions weighChinese and Hong Kong stocks fell to three-month lows on Tuesday. Investors grew cautious ahead of key economic data and Middle East tensio...14 Jul, 2026, 11.05 AM IST
- Time to bet on Nalco, Hindalco, Vedanta Aluminium Metal? Expert says recent weakness could be viewed as accumulation opportunityAluminium prices have seen significant swings this year driven by geopolitical tensions. Demand from key sectors like electric vehicles is ...13 Jul, 2026, 06.30 AM IST
- Charting the global economy: Iran war continues to cloud outlookJapan's bank lending expansion suggests room for the central bank to raise rates further. Meanwhile, high borrowing costs continue to impac...12 Jul, 2026, 10.05 AM IST
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