The thesis for investing in China is improving underpinned by a combination of market performance and tailwinds from DeepSeek‘s AI breakthrough to better-than-expected U.S. relations, according to analysts at Bank of America Securities. Under the sub-heading “From ‘tradable’ to ‘investable’” the investment bank’s China equity analysts noted that long-term reforms such as rising dividend payments … Read more
Nothing succeeds like success. Money begets money. These two sayings sum up the Indian story. It has been a dream run! India has been the best-performing large market in the world for the past 25 years, even in US Dollar terms. The only index with returns close to India is the Nasdaq, a higher-risk index … Read more
NEW DELHI: The Covid-19 pandemic has adversely impacted the global economy. But there is a particular sector that has flourished considerably throughout the period. It is the e-commerce and internet services provider sector. With the growing concerns about the spread of the virus, people had started turning towards other modes of transactions, work, and leisure. … Read more