CHINA ECONOMIC DATA
US markets have topped; in medium term, it is good for EMs like China, Mexico: Adrian Mowat
Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China's growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
"India eyes single-digit logistics costs to rival China & US," says Nitin Gadkari
Nitin Gadkari outlined India's plan to reduce logistics costs to single digits, enhancing global competitiveness at the Convergence India & Smart Cities Expo. Key highlights include advancements in AI, 5G, and Smart City Solutions. The event features AI Bharat Expo and a Startup Hub, offering mentoring and investor connections, with discussions on India's energy data capabilities by Sanket Bhondve.
First DeepSeek, now BYD: China’s rally may make it harder for foreign investors to bet on India again
Foreign investors are diverting their capital from India to China due to the latter's robust market rally. This shift is driven by significant gains from companies like AI startup DeepSeek and EV producer BYD, which contrast with India's slowing growth and disappointing corporate earnings.
China holds benchmark lending rates steady as expected
China has maintained its benchmark lending rates for five consecutive months, aligning with market expectations. Indications of economic recovery and narrowing profit margins for lenders have reduced the need for further easing measures, despite the central bank's shift to an 'appropriately loose' monetary policy this year.
Gold climbs to record high as Fed signals two rate cuts in 2025
Gold hit a record high as the Federal Reserve hinted at possible interest rate cuts by year-end. This boosted gold's appeal amid ongoing geopolitical and economic uncertainties. Factors such as U.S. tariffs, tensions in the Middle East, and the possibility of rate cuts contributed to the rise in gold prices.
Flicker of sunshine, but for how long?
Bargain hunters spark a relief rally on Dalal Street, yet predicting an Indian stock market bottom may be premature. While foreign investors briefly stop outflows, Indian stocks remain overpriced compared to other Asian markets. Market direction hinges on consumer demand and global tariff risks. Chinese equity gains could impact foreign investor sentiment towards India.
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US Fed expected to sit tight as Trump tariff fears buffet markets
The US Federal Reserve is widely expected to extend its rate cut pause on Wednesday as it seeks to chart a path through the economic turbulence unleashed by President Donald Trump's on-again, off- again approach to tariffs.
Sensex soars 1,131 points, Nifty tops 22,800. 8 key drivers fueling this rally
Indian stock markets extended their gains with the Sensex closing at 75,301.26 and Nifty at 22,834.30, driven by financials, metals, and auto sectors. Factors such as strong global cues, China's stimulus measures, and a weak U.S. dollar contributed to the rally. Investors anticipate steady rates from the U.S. Federal Reserve, Bank of Japan, and Bank of England.
Sensex rallies 900 points, Nifty tops 22,750 as Asian cues lift sentiment; all eyes on Fed meet
Indian benchmark indices rose significantly on Tuesday, driven by gains in Asian markets amidst optimism about China's economy. Key financial stocks led the upswing, while IT stocks saw minor declines. All eyes are on the U.S. Federal Reserve's interest rate decision and geopolitical tensions, which continue to add caution to the market sentiment.
India snubs Bangladesh on medical visas, opening way for China
India is issuing fewer medical visas to Bangladesh, citing staffing shortages and strained relations. This has allowed China to expand its influence by offering medical tourism and investments. The cool relations follow political changes in Bangladesh, disrupting long-standing ties between India and its neighbor.
Japan's exports expand in February on stockpiling amid tariff fears
Japan's exports increased for the fifth consecutive month in February, advancing 11.4% year-on-year amid concerns over President Trump's tariff policies. Some Japanese firms, including Sony, are stockpiling inventory in the U.S., potentially boosting export volumes. Imports fell, leading to a trade surplus of 584.5 billion yen.
Gold, silver hit record highs; consolidation likely but bullish trend intact
Gold and silver prices surged to record highs, driven by trade tensions, inflation data, and a weaker dollar. While some consolidation is expected, the overall bullish trend remains intact, with investors advised to adopt a buy-on-dips strategy.
Golden chance to buy gold & silver? Motilal Oswal recommends buying on dips
After the sharp rally, domestic brokerage Motilal Oswal believes gold and silver prices may experience some consolidation. However, the overall outlook for both remains bullish.
Hong Kong shares soar to three-year high as tech rally continues
Baidu surged 12.2% to the highest since October, as investors continued to scoop up its shares following the launch of two new artificial intelligence models. Alibaba climbed 5.8% and Tencent gained 3.2%.
Oil prices muted as slowdown worries offset China data, Mideast risks
Oil prices remained largely unchanged in early trading on Tuesday as concerns over global growth, U.S. tariffs, and Russia-Ukraine ceasefire talks balanced out Middle East instability. Talks between Trump and Putin on ending the Ukraine war and their possible impact on Russian crude supply were closely watched by markets.
GIFT Nifty up 120 points; here's the trading setup for today's session
Analysts expect the Fed to hold interest rates steady, maintaining its stance from the last meeting due to risk of inflationary pressure from the US tariff policies.
Asian stocks gain on US bounce, China optimism
Japanese equity benchmarks outperformed with gains topping 1%, while shares in Australia and South Korea also advanced. Futures showed Hong Kong’s benchmark may open more than 2% higher on Tuesday. That’s after US stocks climbed for a second day, as industrial and energy shares rallied.
NTT CEO on China’s AI shift, India expansion, and future of data centers
NTT DATA CEO Abhijit Dubey highlights China’s AI model DeepSeek's shift toward inferencing hardware. Despite disruptions, NTT maintains its $59 billion global data center investment, expanding in India with a 500MW facility and subsea cable network.
Key China gauges top forecasts before US tariff pain deepens
China's economic growth showed resilience with stronger-than-expected retail sales, industrial output, and fixed-asset investment in early 2025, despite ongoing US tariffs. However, challenges persist in the property market, and rising unemployment signals vulnerabilities in the economy.
Oil prices rise on US attack on Houthis and China economic hopes
Oil prices rose on Monday due to U.S. military actions against Yemen's Houthis and encouraging Chinese economic data. The U.S. continues its campaign against Houthi attacks on shipping, while China's retail sales growth shows promise despite some economic challenges.
Foreign CEOs to flock to China for key summit, Xi meeting, sources say
Dozens of foreign CEOs, including leaders from FedEx, Siemens, BMW, and Mercedes-Benz, will attend the China Development Forum in Beijing on March 23-24. The conference aims to attract foreign investment amidst geopolitical tensions. President Xi may meet selected CEOs following the summit, highlighting efforts to bolster domestic consumption and counter U.S. tariffs.
OECD lowers India's growth forecast for FY26 to 6.4%
The OECD has revised India's economic growth forecast for FY26 to 6.4% from 6.9% due to rising global uncertainty. Despite a global slowdown, India's downturn is expected to be mild, with strong performance noted in late 2024. Inflation forecasts have also been slightly adjusted.
China's economy in trouble due to Donald Trump's trade war? Data shows 'weak' state of world's second-largest economy
Chinese authority has released data pertaining to the country's economy for the months of January and February. Here are key findings.
‘Two-front war no longer a possibility—It’s a reality’: Army chief Upendra Dwivedi fires warning shot
India’s aspirations to lead the Global South face a formidable challenge: China’s economic and strategic dominance. Army Chief General Upendra Dwivedi, speaking at the Gen Bipin Rawat Memorial Lecture, warned that China’s rise is complicating India’s geopolitical standing. He underscored the need to strengthen India’s global influence through strategic alliances, military-civil fusion, and emerging technologies. Addressing the growing China-Pakistan proximity, he called for a reimagined approach to security and diplomacy, while advocating for India’s leadership in global governance and peacekeeping efforts.
How China is doubling down on trade-ins to boost sluggish consumption
Authorities in China have pledged to boost consumption and expand domestic demand through various measures, including an expanded trade-in scheme for consumer products. The programme, which offers subsidies for items like household appliances and cars, significantly impacted consumption growth last year and aims to sustain economic momentum despite global trade challenges.
Facing Trump tariffs, China outlines plan to bolster the economy
The initiatives seek to stabilize the stock and real estate markets, despite a struggling construction sector and weak retail sales.
China's Jan-Feb industrial output slows, retail sales growth picks up speed
China's industrial output slowed to 5.9% growth in January-February from December's 6.2%, while retail sales rose by 4.0%, the fastest since November 2024, due to holiday spending. Policymakers push for domestic demand expansion amidst challenges such as U.S. tariffs and subdued consumer confidence.
Asian stocks rise on China hopes, US futures slip
Stocks rose in Australia, Japan and South Korea in early Monday trade, with futures in Hong Kong also pointing to a higher open. The gains came after the S&P 500 jumped 2.1% Friday as the government avoided a shutdown, while the tech-heavy Nasdaq 100 advanced 2.1%.
China's rise hampers India's effort to be leader of Global South: Army Chief Gen Upendra Dwivedi
Indian Army Chief General Upendra Dwivedi has expressed concerns over China's rise impacting India's leadership role in the Global South. He emphasized Africa's potential as a future power center and highlighted technological prowess as crucial for national security while advocating for India to align with international frameworks and play an active global role.
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