CHINA WILL LOOK ATTRACTIVE
Why India has not been a top gainer from China Plus One
De-risking supply chains as a strategy gained momentum during the pandemic, and India was expected to profit from it. However, the gains have, at best, been limited so far.
Taiwan, India threaten China’s top spot in EM equity portfolios
The rise of Taiwan and India is allowing investors to better diversify by betting on artificial intelligence chipmakers and the infrastructure boom coming from Modi’s programs to modernize the country. As the US rate cycle peaks out, having attractive options in emerging markets is fundamental to any pivoting of capital flows.
Crisis & fears - What are the main obstacles to Chinese growth?
China's leadership tackles economic challenges including weak consumption, 14.2% youth unemployment, property crisis, local debt, export pressures, and falling foreign investment. Financial pressures, asset shortages, and currency depreciation risks, deflation fears are key concerns affecting the economy's recovery and overall stability.
Union Budget 2024 measures can upgrade India's supply chain in its bid to match up with China
BUDGET EXPECTATION: Finance Minister Nirmala Sitharaman, through Budget 2024, may introduce measures to strengthen India’s supply chain and manufacturing sector. This aligns with India’s strategic pivot to become a global manufacturing alternative to China. Under Prime Minister Modi's leadership, India has gained traction with infrastructure and logistics improvements, drawing multinational interest.
India best emerging market story; haven't ever seen valuations and fundamentals so attractive: Mihir Vora
The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
For American brands worried about China, Is India the future?
The surge of multinational brands in India's manufacturing sector signals a shift towards diversification and job creation. Companies like Shree Krishna are fulfilling substantial orders for global retailers, highlighting India's growing importance in the global supply chain.
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High-speed traders, short sellers face growing Asia crackdown
The controversial nature of such restrictions is on full display in South Korea, where a short-selling ban hurt its attempts to win an upgrade from MSCI Inc. These developments show the difficulties policymakers have in keeping up with increasingly sophisticated trading strategies and their impact on financial markets, a challenge that’s only set to grow with the adoption of artificial intelligence.
Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors
Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be very strong and going to focus a little bit on manufacturing.
Hyundai IPO: A chaebol looks at India to break out of a Korean trap
Just as Indian stock markets are trading near record highs, Hyundai expects the listing of the equity shares in India "will enhance our visibility and brand image", and "provide liquidity and a public market" for the shares.
China will struggle to undo US dominance
The US economy is thriving with strong growth and investment, while China's influence is waning. The euro zone is also facing challenges.
Gold inches lower as firmer bond yields dent appeal
Gold prices fell due to higher U.S. Treasury yields as investors awaited economic data to predict Federal Reserve's interest rate cuts.
‘G7 could decide to further de-risk its economies from China, which can benefit India'
"Moving these production facilities out of China would benefit Vietnam, Indonesia, Laos and Cambodia — but there would also be a huge opportunity for India in terms of attracting such investment."
Why are female profiles being used to engage with users on the Internet?
Disinformation campaigns, AI Chatbots and other internet users are using female profiles to engage with the users and gather more views and clicks. In many cases, they have been found to be fake profiles.
Where is ‘fake Venice’ situated? Why did ‘Venice of China’ fail to attract tourists? Details here
China which had built its city mimicking the city of Venice in Italy has left its visitors with a lot to desire. The city with its incomplete projects, artificial products and ‘fakery’ has left the tourists disappointed.
Ray Dalio flags US-China ‘Economic Warfare’ among top global risks
Looking back in history, “economic warfare precedes military warfare,” he said. While most likely there will be no imminent form of military conflict, on the issue of Taiwan, the one-China policy “will not go on forever.”
Leasing takes off as Make in India settles
The government's focus on Make in India and production linked incentive (PLI) schemes to promote local manufacturing has started to yield results as seen in rising leasing demand for light manufacturing and warehousing. The growth is further evidenced by a 4.5 times surge in leasing activity for light manufacturing spaces in 2023, compared to 2020.
FPIs take out Rs 25,586 cr from equities in May on poll jitters, attractive valuations in China
GDP growth numbers released on Friday painted a very optimistic picture. Q4FY24 GDP growth came in at 7.8 per cent surpassing the 6.7 per cent expectation, while the full-year FY24 growth stood at 8.2 per cent
Mark Mobius turns bullish on Chinese stocks amid recent rally
Mark Mobius turned bullish on Chinese equities, citing confidence in the recent rebound after advising investors to avoid them in April.
Why India needs to quickly make the best use of its working-age population
India is experiencing a rapid decline in population growth, leading to a smaller number of children and a growing proportion of elders. This shift will impact the dependency ratio and the demographic dividend in the country.
India major gainer of China+1, exports to soar to $835 billion by 2030: Nomura
India and Vietnam are emerging as key beneficiaries of the China plus one strategy, with Nomura predicting significant growth opportunities for Asian economies. According to a report by Nomura, India's exports are projected to skyrocket to $835 billion by 2030 from $431 billion in 2023, driven by its vast domestic market attracting companies seeking supply chain diversification away from China.
Will China become the cat among India's EV pigeons?
Chinese electric vehicles are causing concern in the US and Europe due to their affordability and efficiency. The US has responded by imposing tariffs on Chinese EVs and lithium-ion batteries. India may now become a target for Chinese EVs. Stellantis is considering manufacturing Leapmotor's electric vehicles in India to avoid tariffs.
South side story: Can attractive sops turn Chennai into a hub for GCCs?
Can a slew of attractive sops from the state government and a competitive workforce turn Chennai into a hub for GCCs, positioning the state as a healthy alternative to Bengaluru and Hyderabad? In addition to banks and automotive firms, manufacturing, pharma, tech and product companies in the fintech space are considering setting up GCCs in Chennai.
As Fed bets are repriced, global fund managers look at cheap China; haven plays in Korea, India & Japan
Corporate reforms in Japan and South Korea will support a value thesis, according to JPMorgan Asset Management and AllianzGI. Meanwhile, M&G Investment Management is attracted by near record-low valuations for Chinese stocks. Other haven plays are exporters and India’s domestic-driven equities. The outlook is even dimmer for currencies and bonds.
Tamil Nadu to pull out all stops to attract Elon Musk
Tamil Nadu, known as the Detroit of India, is aggressively promoting itself as a manufacturing hub for Tesla. The state boasts of the country’s best electric vehicle policies and ecosystem. Elon Musk is set to visit India and meet with Prime Minister Modi, aiming to boost investment and create jobs. Other Indian states are also vying for Tesla's attention.
India seeks to attract $100 billion a year in FDI as it woos investors looking beyond China
India sets ambitious goal to attract $100 billion annually in foreign direct investment, aiming to diversify away from China. Rajesh Kumar Singh, secretary in the Department for Promotion of Industry and Internal Trade, expressed confidence in achieving the target over the next five years, citing a positive trend and potential for growth.
Looking at neglected sectors elsewhere in rather than investing in PSUs: KR Senthilnathan
KR Senthilnathan from NAFA Asset Managers explores investment opportunities in undervalued sectors like PSUs and the ICE segment in auto. He emphasizes the importance of sector rotation, stock selection, and the potential for long-term returns. He further says: "Other than private banks, even other sectors also offer opportunities. There are certain stocks which are available at a 20-30% discount from the peak levels and a slight change in the earnings can surprise us."
Chinese firms look to Malaysia for assembly of high-end chips
The companies are asking Malaysian chip packaging firms to assemble a type of chip known as graphics processing units (GPUs). Further, the requests only encompass assembly - which does not contravene any US restrictions - and not fabrication of the chip wafers.
India has a small window to attract cos moving out of China: BVR Subrahmanyam
NITI Aayog Vice Chairman BVR Subrahmanian highlighted that India has a two-to-three-year window to leverage the global strategy of de-risking from China. He emphasized the need for policies and programs that make doing business and shifting to India attractive and easier.
Ajay Bagga discusses China, metals, and future trends
“We're near the peak of the rate hike cycle. However, central banks, having been wrong before, are hesitant to declare victory.”
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