India needs to take note of China's assertiveness in implementing its national security law as also its recently exhibited sensitivity to criticism of Xi Jinping by the Indian media, says former senior R&AW officer and China expert Jayadeva Ranade.
India's defence sector presents an ordering opportunity worth $138 billion between fiscal years 2023-24 (FY24) and FY32, said a latest note by Nomura, which has initiated coverage on two defence-related players - Hindustan Aeronautics (HAL) and Bharat Electronics (BEL) - with a 'buy' rating. The research and broking house sees an upside potential of 28 per cent and 32 per cent, respectively in these two stocks from the current levels.
This is the case even though the benchmark index is only 5 per cent below its all-time high. The list of stocks trading at a discount primarily consists companies in the automotive, banking, oil and gas, insurance, healthcare, and metal sectors.
China has reported a spike in COVID-19 infections in Zhejiang Province which registered 138 locally-transmitted confirmed cases stated to be that of new Delta strain "sub-lineage AY.4", prompting authorities to bar millions of people in the eastern province from travelling.
Amid the diplomatic sparring and souring of bilateral ties in the wake of Canadian Prime Minister Justin Trudeau's allegation of Indian involvement in the killing of Sikh separatist leader Hardeep Singh Nijjar, the Special Envoy and Coordinator, Global Engagement Centre, James Rubin said the standoff was a 'tricky subject' as he sought cooperation into the investigation as far as it goes.
We can expect to see more Chinese wolf warrior diplomats on the prowl, in India's neighbourhood, though its mailed fist is not so visible while dealing with India, observes Colonel R Hariharan (retd).
India witnessed a 12 per cent year-on-year (YoY) jump in total household wealth last year, at $14,225 billion, according to the Global Wealth Report 2022 by Credit Suisse. The report also forecasts the number of millionaires in the country to more than double from 796,000 in 2021 to 1.6 million in 2026. According to the report, which is based on data for the wealth holdings of 5.3 billion adults across nearly 200 countries, global household wealth rose 9.8 per cent in 2021 to $463.6 trillion, driven by widespread gains in share prices and a favourable environment created by central bank policies in 2020 to lower interest rates but at the cost of inflationary pressure.
China's closer and enhanced relationship with Pakistan is putting considerable strain in India-China relations, says former RA&W officer Jayadeva Ranade.
It was also learnt that Gautam Navlakha, a shareholder in NewsClick, remained involved in anti-Indian and unlawful activities such as actively supporting banned Naxal organisations and having anti-national nexus with Gulam Nabi Fai, an agent of Pakistan's ISI, it stated.
For the country's maiden offshore mineral mining auction, the Centre is planning to relax the rules on the number of chances for bidding. Under the newly announced draft Offshore Areas Mineral (Auction) Rules and Offshore Areas (Existence of Mineral Resources) Rules, the ministry of mines is planning to offer three chances to potential bidders in its forthcoming inaugural offshore mining auction. If a single bid is not received during the second attempt, the plan is to initiate a new round of bidding for the third time.
Capital expenditure by Indian companies is likely to see an uptick in the upcoming quarters as capacity utilisation has surpassed the critical threshold of 75 per cent, and numerous companies have deleveraged their balance sheets, according to analysts. The first quarter of the current financial year has shown improved profitability, driven by a decrease in input prices. This, according to analysts at Care Ratings, should stimulate a revival in the private capex cycle.
Corporate India is starting to step up its capital expenditure plans amid government incentives and signs of rising demand, company executives and analysts have indicated. This coincides with the Reserve Bank of India (RBI) recently citing a double-digit growth in private capital expenditure. Healthy balance sheets of banks and corporates, along with increasing capacity utilisation and improving business sentiment, are contributing to a favourable environment for sustained growth in private sector investments, the RBI said in its policy last week.
'After a strategic pause though, Beijing will revive its policy of slowly creeping towards acquiring sovereignty over the South China Sea.'
Situated at a height of 15,200 feet above sea level, the pass sits on the top of a craggily formed Himalayan range that separates the Tibetan plateau from the Indian sub-continent.
Li also had a difficult meeting with some of the Western leaders on the sidelines, especially Italian Prime Minister Giorgia Meloni, who has signalled Italy's resolve to quit China's famed Belt and Road Initiative for its failure to bring the expected results to Rome.
In India, fast-moving consumer goods (FMCG) majors continue to hold sway, with incumbent brands cornering 65 per cent of the market share, shows a Bain & Company report. While identifying the continued preference of Indians for incumbent brands, the report says that the dominance of general trade in the country has allowed national brands to maintain their supremacy. The low penetration of e-commerce in the country has also helped large brands.
Biden told reporters at a joint news conference with the visiting Australian Prime Minister Anthony Albanese that his analysis is based on his instinct and does not have any proof for this.
The Chinese Communist party has not closed its door of contacts and negotiation with the Dalai Lama, a senior Communist leader wrote recently. Former RA&W officer and China expert Jayadeva Ranade explains what the thinking on Tibet is likely in Beijing.
A Delhi court on Tuesday sent to 10-day judicial custody NewsClick founder Prabir Purkayastha and human resources department head Amit Chakravarty, arrested in a case lodged under anti-terror law UAPA over allegations that the news portal received money to spread pro-China propaganda.
Chinese observers believe the Sino-US relationship will be impacted by issues in North Korea, Japan, India, Ukraine and Iran and that conflicts with these 'third parties' will without exception ultimately become conflicts between China and the US, points out former RA&W officer Jayadeva Ranade.
'The choice of Dhoka La for the intrusion by Chinese troops is significant and suggests a twin objective of pressuring Thimpu to allow Beijing to establish an embassy there and reinforcing Chinese claims on Arunachal Pradesh,' warns former RA&W officer Jayadev Ranade.
China's President Xi Jinping congratulated scientists on the complete success of the Chang'e-5 mission.
'Our competitiveness with China is very important.' 'If the exchange rate depreciates, it is good for us because it helps in our competitiveness.'
'The Chinese are retaining geostrategic pressure on India by keeping troops there and building infrastructure continually.'
IMD Director General Mrutyunjay Mohapatra said that inducing artificial rain can only be attempted when there are clouds or moisture available.
'Intrusions by PLA troops in the Ladakh sector are more in number than elsewhere and this region is now likely to remain an area of enhanced Chinese interest,' warns China expert Jayadeva Ranade.
Outbound shipments of engineering products in June to these nations doubled to $1.32 billion in June 2020, from $653.52 million in June 2019.
The onus today is on China, but it also requires a little diplomatic finesse from India, backed by a modernised armed force, argues BJP MP Subramanian Swamy in this excerpt from his new book, Himalayan Challenge: India, China And The Quest For Peace.
Urals and Sokol accounted for every 4 out of 5 barrels of Russian supplies to India last year.
'Islamic State has declared that the liberation of Islamic Xinjiang from China is an objective. Beijing may well find that Pakistan is unable to assist in any meaningful way,' says China expert Jayadeva Ranade.
China's deteriorating economy is a serious concern. Xi Jinping and China's new premier will have a difficult task ahead of them after the 20th party congress, notes Jayadeva Ranade, the retired senior RA&W officer and China expert.
'Even though as Xi will seemingly continue to stay in power beyond his third term, competitions for the post-Xi leadership would be inevitably unfolded beneath the surface of water, and that will be a big headache for Xi the dictator.'
The BRICS summit made clear that China's support for Pakistan is unwavering. China will continue to pressure India to ease tensions with Pakistan and resolve the Kashmir dispute.
China is worried about the situation post the Dalai Lama and that his reincarnation could surface in Arunchal Pradesh, a region it claims as its own, but which is part of the Indian Republic, says former RA&W Additional Secretary Jayadeva Ranade.
On Jawaharlal Nehru's 134th birth anniversary, Utkarsh Mishra recounts incidents where the first prime minister showed exemplary courage, bravery and integrity.
'During his visit to Vietnam on September 3 -- the first visit by an Indian prime minister in 15 years -- Modi will notice the widespread anti-China sentiment in that country.'
Statements emanating from the recent Chinese Communist party congress suggest potentially increasing pressure on India with regard to the Dalai Lama and the Central Tibetan Administration in Dharamsala, notes former RAW officer Jayadeva Ranade.
A new analysis of genetic samples collected from a seafood market in central China's Wuhan city shows the presence of the SARS-CoV-2 virus in raccoon dogs sold at the venue, strengthening the case for the natural origin of the Covid-19 pandemic, according to a team of international experts.
'China's actions at the NSG will certainly taint India-China bilateral relations and enhance suspicion of China's intentions. A fresh clear-eyed and objective evaluation of the India-China relationship is necessary, especially as India tries to correct adversely balanced bilateral economic ties and the two countries engage over the long-term,' says Jayadeva Ranade.
'China's moves are of direct significance to India, which will closely monitor Chinese naval activity in the Bay of Bengal and the Indian Ocean not least because of Chinese maps depicting claims over the Andaman and Nicobar Islands.'
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