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INVOLUTION COMPETITION IN CHINA
India Inc. is profitable. So why isn’t it investing?Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and ...
Alibaba bids $1.5 billion for China grocer Pupu in Meituan fightAlibaba is reportedly offering $1.5 billion for Chinese grocery delivery firm Pupu, initiating a bidding war to gain market share from riva...
Morgan Stanley sees Reliance Industries’ AI, new energy bets powering next growth chapters. Here’s whyMorgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new e...
China's April industrial profits grow at fastest in more than two yearsChina's industrial profits saw a significant jump in April, the fastest since November 2023. This growth is largely fueled by strong export...
Weaponised dependency: Chinese mercantilism is more damaging to global trade than Trump tariffsThe recent US-China summit saw improved engagement but little progress on global economic challenges. China's trade practices continue to i...
Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
Get your G-Minus-2 on: China sets global power dynamicsChina is leading global power dynamics with the US. India faces economic strain and a shifting geopolitical landscape. The nation's 'G-Minu...
Gen Z conspiracy: China thinks the West is pushing its youth to quitIn a cultural shift, many young Chinese individuals are opting for 'lying flat'—a lifestyle choice that rejects pressures of constant work ...
Inside China’s ‘Magic’ factories: The tech playbook India can’t ignoreChina's state-of-the-art factories reflect its commitment to innovation, backed by robust research and development initiatives. This enviro...
Global Market: China’s factory-gate prices turn positive after three years as cost pressures mountChina's factory prices are rising again after three years. This marks a shift from falling prices. Higher global commodity costs, driven by...
China probes competition among food delivery platforms to curb price warChina will investigate cutthroat competition among food delivery platforms operated by tech firms such as Meituan and Alibaba, aiming to r...
China steps up price war checks as cars keep getting cheaperState administration for market regulation announced proposed guidelines late Friday, including measures that would prevent manufacturers f...
Govt’s ring fence may perk up local steel pricesIndia's steel industry is poised for a recovery, fueled by protectionist measures, anticipated spending increases, and seasonal demand. Saf...
BYD's $45-billion stock wipeout raises doubts on China outlookBYD, the Chinese electric vehicle maker, is facing challenges. Investor confidence is low after a significant stock selloff. Concerns are r...
Explained: What is China's anti-involution shift and how it impacts Indian stocksChina’s 2025 anti-involution strategy to curb oversupply in steel, solar, and EVs is reshaping global markets. Analysts see upside for Indi...
Tata Steel and other metal stocks rally up to 6% on China capacity curbs, policy supportMetal stocks rallied on Wednesday with Tata Steel up 6%, as China’s production curbs and India’s tariff protection boosted sentiment. The N...
Ambani’s Reliance a big gainer from China’s push to curb price wars, Morgan Stanley saysReliance Industries is poised to significantly benefit from China's efforts to curb overcapacity in key sectors and its own internal restru...
Reliance Industries shares jump 2%. Is it about AGM or what China is doing?Reliance Industries shares rose over 2% after two days of losses, driven by upbeat brokerage calls post-AGM and a Morgan Stanley report hig...
China shows signs of tackling price wars taking toll on its EV industryChina is cracking down on fierce competition in its electric vehicle sector, targeting unsustainable price wars led by market giant BYD. Co...
Chinese ecommerce platforms to end refund-without-returns amid weak economyThe government met operators including PDD Holdings and concluded the practice must end by July, from which point only merchants will be ab...