CHINA VS INDIA
After Kotak twist & China spies, Hindenburg vs Adani gets murkier as new details emerge in the drama
Adani-Hindenburg row: In the ongoing Adani-Hindenburg saga, new revelations show that US short-seller Hindenburg Research shared its critical report on the Adani group with New York hedge fund manager Mark Kingdon months before its public release. According to Sebi, this collaboration involved a profit-sharing agreement tied to significant declines in Adani's market value, exceeding USD 150 billion across 10 listed firms.
Budget 2024: India trails China in defence spending, but must fill the 'insufficient' allocation
Experts anticipate a significant increase in India's defence budget during Finance Minister Nirmala Sitharaman's upcoming Union Budget presentation on July 23. This follows a strategic shift towards bolstering military capabilities, especially in response to China's growing influence and territorial challenges.
Is China fueling Pakistan's nuclear ambitions against India?
A recent image from the 2023 Pakistan Day Parade reveals Pakistan’s JF-17 Thunder Block II aircraft equipped with a Ra’ad-I nuclear-capable missile, marking a significant strategic enhancement. The development, aided by China, aims to replace aging Mirage aircraft and bolster Pakistan’s nuclear deterrence. Amidst an intensifying nuclear arms race in South Asia, this advancement impacts regional stability and poses implications for India.
Pakistan equips JF-17 jets with Ra'ad nuclear missiles, US report confirms
Recently analyzed photographs from the 2023 Pakistan Day Parade rehearsals have unveiled Pakistan's JF-17 Thunder Block II aircraft equipped with a Ra'ad air-launched cruise missile (ALCM), as confirmed by the Federation of American Scientists (FAS).
Mobile phone exports: India captures 50% share of fall in shipment from China, Vietnam
India's proactive strategies in capturing supply chain shifts, coupled with diversification efforts through the China+1 strategy, have propelled the country into a leading position in mobile phone exports. The remarkable growth in exports, particularly in the iPhone segment, signifies a significant milestone for India in the global market.
India vs China: Watch as Indian troops triumph in Sudan UN Peacekeeping tug of war
Indian and Chinese troops recently engaged in a friendly "Tug of War" during their deployment in Sudan as part of a United Nations Peacekeeping mission. The Indian team emerged victorious, drawing cheers from their supporters. This event highlights the camaraderie and spirit of international cooperation among UN peacekeepers. The UN peacekeeping efforts are commemorated annually on May 29, honoring the sacrifices and dedication of personnel worldwide, with India being a significant contributor.
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Lok Sabha Elections: In India's political landscape, tensions among states are most dangerous divide
India's weeks-long election is reaching its conclusion as the remaining 164 of 543 constituencies in the lower house of parliament vote by June 1. The focus has been on religious and caste divides, but tensions between Indian states are prominent. Regional parties are leading opposition to the BJP, with concerns of power imbalances and federalism threats. The next government faces challenges in managing growing regional tensions and maintaining national unity. The BJP's dominance and regional alliances will shape India's political landscape in the coming years.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
India to go 6km deep inside ocean to power your next electric car
India and China compete for minerals crucial for electric vehicles and solar panels. India applies to explore the Indian Ocean for cobalt and manganese, emphasizing strategic importance, Carlsberg Ridge, ANS, polymetallic nodules, Sunil Kumar Singh, NIO, and NIOT.
Expect 30-40% growth in air conditioner sales this year: B Thiagarajan, Blue Star
B Thiagarajan, MD of Blue Star, discusses the growth and outlook of the AC industry for FY24, including unexpected growth in March and projected growth in April, market hold up post 2023 summer, potential for India to overtake China by 2040-2045, consumer finance trends, and capacity planning to meet increasing demand.
For phones, Indians think China again
Chinese smartphone brands, including Xiaomi, Vivo, Oppo, Realme, Transsion, and Motorola, have seen their cumulative market share rise to 75% in the March quarter, despite government scrutiny. This growth is attributed to a shipment rebound by top brands like Xiaomi and Vivo after a few tepid quarters in 2023 due to low demand and inventory bottlenecks. Smaller brands like Motorola and Transsion have also expanded their footprint in the market.
‘Expensive’ India lures investors avoiding China risks
Indian equities now trade at around 23 times next year’s expected earnings, exceeding even US, and outpacing the 17 for Japan and about nine for China, according to data compiled by Bloomberg based on MSCI Inc.’s indexes.
ETMarkets Smart Talk: There's high interest in Indian market among global fund managers; Jiten Doshi decodes FII behaviour
Foreign institutional investors base their decisions on factors like benchmark composition, market ownership, growth, returns, and valuation attractiveness. Initially cautious about India due to high valuations, they show interest despite concerns. Many investors favored China and other emerging markets over India but are now reassessing their investments in light of market dynamics.
China may surge 30% in next 12 months but India is vastly superior to any emerging market long term: Mark Matthews
Mark Matthews views India as a superior long-term investment over China, citing the capex cycle and potential growth in private banks. He emphasizes the positive energy and entrepreneurship in India, indicating a promising outlook for the economy and stock markets. Matthews further says that accoeding to him the Indian market is still going up.
S Jaishankar dismisses China's claims on Arunachal Pradesh as 'ludicrous'
S Jaishankar dismissed China's 'ludicrous' claims on Arunachal Pradesh, highlighting its integral status to India. He addressed the issue at the Institute of South Asian Studies in Singapore, emphasizing the importance of maintaining peace and tranquillity on the border.
India can’t match China’s past 8-10% growth, Morgan Stanley says
Morgan Stanley predicts India won't match China's past high growth rates, foreseeing a steady 6.5%-7% growth due to infrastructure and workforce limitations. Despite this, India's economic prospects are positive, resembling the mid-2000s boom. However, replacing China as a manufacturing hub seems unlikely. India's recent growth and potential rate cuts by the Reserve Bank of India are key factors to watch.
India performs better than China on key global integration parameters: DHL report
India has overtaken China in export to GDP ratio and services export, according to the DHL Global Connectedness Report. The report highlights India's increasing international engagement and opportunities for deeper global integration. India's trade ties are expected to expand further, driven by its domestic economic boom.
India vs China battle in MSCI EM intensifies as elephant’s weight doubles in 4 years, dragon weakens
India's rise in the MSCI EM index, with a weight of 18.2%, has sparked global conversations about its potential to surpass the dominance of China in the popular stock market index for investors in emerging markets. Factors such as strong corporate earnings and foreign investment inflows contribute to India's growth, while China faces challenges with declining weight and slumping stock prices.
India vs China: Mumbai beats Hong Kong in another stock market yardstick
Data shows that while trading volumes in Hong Kong have been falling, India has seen a sharp surge in the last 2-3 months. With 'Buy India, Sell China' being the strategy of many EM investors, India's Sensex has jumped about 17 per cent in the last year, while Hong Kong's Hang Seng is down about 27 per cent.
Anand Mahindra's New Year message for India: Don't miss the China opportunity
In his New Year message, Mahindra Group Chairman Anand Mahindra highlighted India's potential to challenge China's supply-chain dominance in 2024. Stressing the world's need for India as a reliable alternative, he anticipated an unprecedented influx of investment. Mahindra urged India to seize the opportunity, emphasizing the potential for a virtuous cycle of manufacturing, export, and consumption growth.
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