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China tech plays to ride out macro volatility

The China stock play right now is to focus on artificial intelligence-related names, regardless of the slower economic growth , several analysts said. “AI is the cleanest and most obvious theme right now,” said Leonid Mironov, portfolio manager at Gavekal. More than half of the holdings in his new China stock fund, just approved in...
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‘Feared Ladakh would become another Manipur’: Sonam Wangchuk says recent MHA talks signal positive shift but trust deficit remains | India News

NEW DELHI: Activist Sonam Wangchuk on Saturday acknowledged a “positive step” between Ladakh representatives and the Centre, though he warned that trust-building in the region remained incomplete amid unresolved protest-related cases from the last year and institutional issues.In an interview with PTI, Wangchuk said optimism had improved after the recent meeting with the Union home...
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‘India one of most important strategic partners’: Marco Rubio tells EAM Jaishankar | India News

S Jaishankar with Marco Rubio NEW DELHI: United States secretary of state Marco Rubio on Sunday called India one of America’s most important strategic partners, saying the relationship between the two countries goes far beyond traditional diplomacy.Speaking at a joint press conference with external affairs minister S Jaishankar, Rubio said the India-US partnership was based...
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India Fuel Demand Growth: India’s fuel demand growth may slow sharply in H2 2026 amid price hikes, austerity push: Report

India’s transportation fuel demand growth is expected to slow sharply in the second half of 2026 as higher fuel prices, government-led conservation measures and a weakening rupee weigh on mobility and consumption trends, according to a report.The report by Kpler’s lead analyst (modelling), Elif Binici, revised down India’s 2026 refined products demand growth forecast by...
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