CHINA DEMAND
US begins 'biggest ever' Philippines war games in thick of Mideast conflict
American, Philippine, and Japanese forces have commenced joint military exercises in the Philippines. The drills involve thousands of personnel and advanced weaponry. These war games are taking place with the Middle East conflict in the background. Tensions are also high in the South China Sea and near Taiwan.
Increase in renewable energy curbs emissions growth in 2025, IEA says
Global emissions growth slowed in 2025. Solar power expansion in developing nations helped balance emissions increases in advanced economies. India saw emissions fall for the first time in normal economic conditions. China also recorded lower emissions due to leading solar capacity additions. The United States experienced an emissions rise.
Aluminium prices at record highs: What’s driving the rally and what’s next?
Aluminium prices have surged to multi-year highs, driven by strong demand, supply constraints, and rising energy costs. Geopolitical tensions and declining inventories have added volatility and a risk premium. With China’s demand robust and supply tight, the outlook remains firm, though risks from easing tensions or slowdown persist.
China humanoid robot half-marathon to showcase technical leaps
More than 300 humanoid robots participating in China's second robot half-marathon on Sunday will be facing tougher terrain designed to test their technical advancements, as Beijing seeks to develop the industry into a major pillar of its economy.
Akshaya Tritiya remains proven entry point for gold investors: Motilal Oswal
Gold continues its role as a trusted asset for Indian households, blending tradition with financial security. Investors are showing increased interest in flexible gold options alongside traditional purchases. Global factors like geopolitical tensions and economic growth concerns support gold's appeal. The outlook for gold remains constructive for medium to long-term investors, with a 'buy on dips' strategy recommended.
Crude oil, copper, gold: The 3 commodities every beginner should track (and why they move!)
Crude oil, copper, and gold are essential for new traders to grasp global market movements. Crude oil reflects energy trends, copper signals economic growth, and gold acts as a safe haven during uncertainty. Understanding these commodities provides a strategic advantage for informed trading decisions. Their price movements impact inflation, stock markets, and everyday life.
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India replaces China in US smartphone supply chain, captures 40% share: Report
India has emerged as a key supplier of smartphones to the United States, meeting about 40 per cent of the demand that was earlier fulfilled by China, according to a recent report by McKinsey & Company.
India turns the tables on China: The great supply chain flip begins
India's electronics sector is transforming. For years, the country assembled products using imported parts. Now, Indian companies are exporting electronic components, even to China. This marks a significant shift from just assembly to deeper manufacturing involvement. This change is driven by government policies and global manufacturers.
Global Markets | China stocks slip as investors take profits and await possible US-Iran talks
Chinese stocks dipped Friday as investors paused after recent gains, awaiting clarity on US-Iran talks. A ceasefire in Lebanon offered a glimmer of hope. While Shanghai and Hong Kong markets saw minor losses, analysts suggest Hong Kong could rebound faster. Energy security and manufacturing remain key themes for China, though export-oriented firms face potential Middle East instability risks.
Govt allows SBI, HDFC, Axis Bank & 12 others to import gold, silver until March 2029
The central government has permitted 15 top banks, including the State Bank of India, HDFC Bank, Bank of India and others to import gold and silver from April 1, 2026 to March 31, 2029.
Aluminium and copper to stay elevated, steel risky: CLSA's top metals and cement calls for FY27
Base metals like aluminium and copper present significant opportunities, according to CLSA India's Indrajit Agarwal. Steel faces near-term downside risks. Aluminium prices are expected to rise due to supply disruptions and increasing demand. Cement sector anticipates earnings pressure now, with recovery expected later in the fiscal year. Indian producers have a cost advantage in non-ferrous metals.
Race to the Moon: Power, politics and the new space order
A new space race is unfolding as the United States and China compete for lunar dominance. Both nations are pushing for crewed Moon landings, with the US Artemis program and China's 2030 goal. They are also vying to set the rules for future lunar governance. India is also advancing its space capabilities, aiming for a Moon landing by 2040.
Iran war pushes Asia to think twice before doubling down on LNG
A Middle East conflict has disrupted global liquefied natural gas supply. This has caused prices to surge, impacting Asian nations heavily reliant on the fuel. Plans for widespread adoption of gas are now uncertain. Countries are seeking alternatives, potentially leading to long-term shifts in energy strategies and reduced demand for LNG.
Semaglutide API price plunges amid GLP-1 rush
Global demand for weight-loss drugs Ozempic and Wegovy has caused semaglutide prices to drop significantly. Manufacturing has expanded rapidly, and patents are expiring in key markets. Indian drugmakers are launching generics at lower prices. Experts predict further price softening in the coming months, benefiting consumers with wider access to these therapies.
China asks Iran to ensure freedom of navigation through Strait of Hormuz
China's Foreign Minister Wang Yi has urged Iran to guarantee safe passage through the Strait of Hormuz. This critical waterway is vital for global oil trade. China, a major importer of Iranian oil, is concerned about energy disruptions. The call comes as Pakistan attempts to mediate new peace talks between the US and Iran.
Steel to stay costly through 2026, India to lead demand rebound in 2027: Report
Global steel demand will stay weak, growing just 0.3% in 2026, with China dragging growth while India emerges as a strong outlier. Despite soft demand, steel prices are rising due to higher raw material costs, supply tightness, and geopolitics. Aluminium leads gains among metals, while copper, zinc, and nickel show mild declines amid continued global volatility.
China says economy grew 5% on-year in Q1, beating forecasts
China's economic growth topped expectations in the first quarter of the year, official data showed Thursday, even as the global economy reels from the fallout of war in the Middle East. NBS data also showed Thursday that retail sales grew 1.7 percent on-year in March, missing a Bloomberg forecast of 2.4 percent.
Commodity Radar: Why is copper in a bullish trade set-up and offers buy on dips opportunity? Religare analyst decodes
Copper prices rebound after Strait of Hormuz tensions ease and demand outlook improves, supported by China’s inflation data. However, rising London Metal Exchange inventories may cap gains, even as technical indicators signal bullish near term momentum.
Hindustan Copper shares rally 7% as red metal prices near six-week peak
Hindustan Copper shares surged on Wednesday as global copper prices hit a six-week high amid easing Middle East tensions and hopes of renewed US-Iran talks. Strong demand outlook, supply concerns, and expectations of long-term electrification trends further boosted sentiment across industrial metals, with broader gains also seen in nickel, zinc, and tin.
China's March exports slow as Iran war wipes out AI-driven gains
China’s export growth slowed sharply in March to 2.5%, a five-month low, as the impact of the Middle East conflict and rising energy costs offset strong demand driven by artificial intelligence-related goods, according to customs data. While exports missed expectations, imports surged 27.8%, signalling resilient domestic demand. The slowdown marks an early test of whether AI-led export momentum can counter the global energy shock triggered by tensions around the Strait of Hormuz, which handles a significant share of global oil and gas flows.
ASML investors bet on 'picks and shovels' of AI revolution
Analysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-driven demand. Core challenges include whether ASML can keep up with demand for its chip-making tools, which can take more than a year to build, and whether potential new restrictions on exports to China could curb growth.
‘You get what you pay for’: Chinese woman naps 5 hours in office, in Noida workers protest for basic pay
Noida witnessed a violent workers' protest over wages on Monday. Clashes, arson, and vandalism erupted in key industrial areas, disrupting traffic and leading to over 300 arrests. Meanwhile, a woman in China staged a unique silent protest by napping in her office to highlight low pay. The Noida unrest saw vehicles set ablaze and public property damaged.
Copper hits one-month high as US-Iran talk hopes lift metal prices
Copper prices hit a one-month high as renewed hopes for US-Iran dialogue lifted sentiment across global commodity markets. LME and Shanghai copper futures jumped, supported by stronger Chinese demand, tighter supply conditions and a softer US dollar. Other base metals, including aluminium, nickel and zinc, also advanced amid improving risk appetite.
'World order is crumbling,' Xi says as Iran war strains global stability
Chinese President Xi Jinping told Spain’s Prime Minister Pedro Sánchez that the “world order is crumbling into disarray” amid the Iran war, urging closer ties and multilateral cooperation. The meeting focused on economic relations, global conflicts, and Spain’s push to act as a bridge between China and the European Union.
Iran war's global energy crisis sharpens China's advantage in clean tech
The Iran war and disruptions in the Strait of Hormuz are accelerating a global shift from fossil fuels to renewable energy, positioning China to benefit due to its dominance in clean technologies like batteries, solar and electric vehicles.
What is gold and silver price prediction for Monday, and will precious metals continue to rise or fall again? Analysts insights, market outlook and what should investors do now
What is gold and silver price prediction for Monday, and will precious metals continue to rise or fall again? Gold moved toward a weekly gain as the US dollar weakened after a US-Iran truce. Inflation data and interest rate expectations also shaped sentiment. Silver and other metals moved higher during the week. Investors now watch geopolitical risks, interest rates, and inflation signals to understand the next move for precious metals.
Copper claws higher to three-week peak as investors balance Iran with Chinese demand
Friday brought exciting news for investors as copper prices climbed to their highest point in three weeks. Positive indicators from China’s demand landscape clashed with worries regarding the fragile peace in Iran. The noticeable decrease in copper stored in Chinese warehouses added fuel to the fire.
China's factories jolt back to inflation on Iran war price shock
China’s factory-gate inflation turned positive in March for the first time in over three years, with the producer price index rising 0.5% year-on-year, signalling early cost pressures linked to the Iran conflict. Economists warned that inflation driven by higher input costs rather than demand could squeeze company margins, slow growth and limit Beijing’s policy options.
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