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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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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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Petrol Price Increase: Another fuel price hike coming? BPCL says rise ‘inevitable’ if crisis continues

A further increase in petrol and diesel prices may become unavoidable if the ongoing global energy disruptions continue, Bharat Petroleum Corporation Limited (BPCL) director HR Raj Kumar Dubey said.Speaking about the pressure on fuel retailers amid rising crude oil prices, Dubey said policymakers currently have limited options to deal with the situation.“Now, there are two...
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States get 4 months to bid for 1st 50 industrial parks

NEW DELHI: Govt on Saturday said that it has opened a four-month window for states to apply for setting up the first 50 industrial parks under the Rs 33,660 crore Bharat Audyogik Vikas Yojna (Bhavya) scheme.Over six years, starting from the current fiscal, the scheme provides for the setting up of 100 plug-and-play industrial parks...
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‘Potential to diversify’: US state secretary Rubio pushes for US energy supplies to India in meeting with PM Modi

US Secretary of State Marco Rubio emphasised Washington’s intent to prevent geopolitical disruptions from distorting global energy markets, as tensions linked to the Iran conflict continue to affect oil supply routes and pricing dynamics.During discussions on energy security, Rubio’s office, quoted by Reuters, stressed that the US sees energy exports as a key instrument in...
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