After an additional 10% US tariff on Chinese exports took effect, Beijing announced it was imposing tariffs on imports of U.S. oil, coal, gas, cars and farm equipment to take effect on 10 Feb.
Years of high disinvestment led to public sector company stocks falling even when overall markets were rising. Govt’s easing back on disinvestment has helped turn this around.
In 24 January report, Hindenburg Research said stocks of Adani Group’s 7 listed companies 'are 85% overvalued'. At least 3 of these have since seen their stock price fall by almost that amount.
The reassuring part of recent stock market history is that it's rare for it to stay down for 2 yrs in a row. Though one must remember that past is no guide to future performance.
UCBs accounted for 1.8% of total industry credit in September 2025—down from 2.2% five yrs ago—showing that they are losing ground to faster PSU banks.
This is the game every nation is now learning to play. Some are finding new allies or seeing value among nations where they’d seen marginal interest. The starkest example is India & Europe.
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