Across their outlooks, HSBC, The brokerages broadly agree that falling inflation, Reserve Bank of India rate cuts, stable domestic liquidity and policy support for consumption and capital expenditure are setting the stage for a recovery. Financials, consumer discretionary and industrials dominate the opportunity set, while telecom, autos and select real-estate plays add depth. Defensives such as staples and healthcare appear more selectively, reflecting a market that is expected to reward conviction rather ...

Group 1 - General Motors Company is focusing on electric vehicle (EV) production, aiming to increase its market share in the EV segment [1] - Intel Corporation is investing heavily in semiconductor manufacturing, with plans to expand its production capacity significantly [1] - Albemarle Corp is positioned to benefit from the growing demand for lithium, driven by the rise in EV production [1] Group 2 - Lithium Americas Corp is advancing its lithium projects, which are crucial for meeting the increasing demand for battery materials [1] - The overall market analysis indicates a strong growth trajectory for companies involved in EV and battery production [1] - The investment landscape is shifting towards sustainable technologies, with a focus on companies that are adapting to these changes [1]

Mexico’s plan to levy tariffs of up to 50% on vehicles from China may have a limited impact on the Asian nation’s auto manufacturers https://t.co/5jP1Q8F1HL ...