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OVERCAPACITY RISKS
China pauses approvals for battery storage manufacturing projectsThe move comes amid growing concerns about overcapacity risks in the energy storage sector, according to the report. That is despite a surg...- How PGIM India's Rs 112 crore Healthcare Fund picks CDMO stocks to generate alphaPGIM India Healthcare Fund generated a 22% return over the past year by over-allocating to high-growth segments like CDMO, specialty pharma...
- Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecapsMutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum sh...
- India must turn Chinese investment into trade leverageIndia grapples with a persistent trade imbalance with China, a significant structural challenge. Embracing Chinese investment presents a st...
- As Opel turns to Chinese partners, its hometown frets about the futureStruggling like many other European automakers, Opel is expanding its partnership with Leapmotor to build a new SUV, tapping the Hangzhou-b...
- India's textile sector poised for global sourcing shift as China loses US apparel share: NuvamaIndia's textile sector faces its strongest opportunity in decades. Global apparel sourcing is shifting away from China, benefiting Indian m...
- The ethanol story is changing. Is investing in the ecosystem the better way? 15 stocks across different market cap segmentsThe ethanol story started simply enough: Cut India's dependence on imported crude oil. It would save foreign exchange. Give farmers a new a...
- The next China shock could be bigger than solar, batteries and EVsChina is emerging as a global leader in humanoid robot manufacturing. The nation's scale and cost reduction strategies are alarming interna...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- India's auto parts exports to US remain strong despite tariff tensionsThe United States remains India's largest auto parts export market, accounting for twenty-six percent of shipments. India's auto component ...
- China's booming gig economy masks job market pain, strains welfare systemHis story is increasingly common in China, where tens of millions are shifting from formal employment into the gig economy as meagre unempl...
- EU officials fear leaders will balk in confronting ChinaDespite acknowledging severe stakes, leaders struggle to agree on tangible steps to address a massive trade deficit and Chinese state subsi...
- EU issues new steel, e-commerce regulations to reduce trade imbalance with ChinaThe European Union has introduced new measures to protect its steel industry and curb e-commerce imports from China, aiming to address a si...
- India initiates anti-dumping probes against five products from China, other nationsThe five items are moulded soda-lime glass vials; electric tractors in 6x4 and 4x2 axle configuration in any form; cyanuric chloride; polye...
- India initiates anti-dumping probe against 3 Chinese productsIndia has launched anti-dumping investigations into imports of thermal paper, BOPA film, and certain antioxidants, primarily targeting Chin...
- Chinese overcapacity has significant spillovers around the world: USIn his remarks, Shambaugh said the US is not isolated in seeking to address negative spillovers from China's non-market practices.
- Janet Yellen warns China industrial subsidies pose risk to world economyYellen arrived in the southern city of Guangzhou on Thursday for several days of talks with Chinese officials on her second visit to the wo...
- Can China maintain growth and 'transform' its economy at the same time?China has been here before: in 2013, President Xi Jinping unveiled a slate of bold economic and social reform plans in a 60-point agenda th...
- China risks wasting $490 billion on coal plants: CampaignersThe Asian giant's rise to become the world's second largest economy was largely powered by cheap, dirty coal.
- India 'wasting' Rs 3 lakh crore on new coal power plants: GreenpeaceGreenpeace India is highlighting the threat posed to these commitments as well as to the economy, in particular the energy and banking sect...
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