2025-11-30Niranjan Ghatule
China’s property giant Vanke is under severe financial stress as bond values crash and a $2 billion repayment deadline approaches. With factory output, investment, retail sales, and exports weakening, China’s economic recovery is slipping. Beijing weighs new mortgage subsidies amid a deepening real estate crisis.
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2025-11-30Niranjan Ghatule
Google’s plan to sell billions of dollars’ worth of TPUs to Meta reshapes the semiconductor landscape, lifting Meta, Broadcom, and Intel while pressuring Nvidia. Apple–Intel packaging rumors, Amazon’s Tranium issues, Netflix outages, Tesla’s AI chip roadmap, and key market technical trends highlight a major week in tech and markets.
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2025-11-30Niranjan Ghatule
India’s GDP growth surged to 8.2 percent, beating all estimates. GST rate cuts boosted consumption, giving strong momentum to FMCG, auto, consumer durables, and retail sectors. Here’s a complete analysis of how the new data will impact markets and which sectors may benefit ahead.
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2025-11-30Niranjan Ghatule
Top investor Vijay Kedia shares his views as the Nifty hits a new all-time high. He warns about expensive valuations, highlights opportunities in PSU banks, and identifies growth potential in aviation, tourism, and hospital sectors. Read the full analysis with all insights.
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2025-11-29Niranjan Ghatule
A detailed analysis of ongoing inflation concerns in the United States, expert debates on consumer sentiment, wage growth challenges, fiscal spending risks, and the latest trends in retail performance including Urban Outfitters and Nuuly. This article explains the economic tensions facing American households and the policy responses shaping the debate.
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2025-11-29Niranjan Ghatule
The Trump administration is pushing to finalize a peace agreement between Russia and Ukraine by year-end. Special envoy Steve Witkoff will meet Vladimir Putin in Moscow, while Ukraine seeks strong security guarantees.
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2025-11-29Niranjan Ghatule
Michael Saylor joins Charles on-air to discuss Bitcoin’s recent negative performance, market volatility, Wall Street participation, competition from gold and other digital assets, and explains MicroStrategy’s capital strategy while reaffirming confidence in Bitcoin’s future trajectory.
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2025-11-28Niranjan Ghatule
India’s Q2 GDP data for FY 2025-26 records an unexpected 8.2% growth, beating all forecasts from RBI, SBI, HDFC Bank, Nomura, and HSBC. Strong manufacturing, rising consumption, and services sector boost India’s position as the world’s fastest-growing major economy. Full analysis here.
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2025-11-28Niranjan Ghatule
China rejects claims of accepting the San Francisco Treaty and reiterates its long-standing position on Taiwan. Foreign Ministry spokesperson Mao Ning cites the 1972 Sino-Japanese Joint Statement and key political documents as the foundation of China-Japan relations.
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