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Home Authors Posts by Sumeet Gaikwad

Sumeet Gaikwad

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Funds to bet on China’s consumer growth story

Consumer growth is central to China's recovery from Covid-19, and rising incomes will likely push the country's consumption higher. ...

South Korean battery makers race to compete with China

South Korean battery manufacturers are taking advantage of the US Inflation Reduction Act to capture a larger market share in the EV market....
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Japan renewables sector receives government push

Japan's renewables sector is key to the country's energy transition goals and is seeing active backing from the government....

China banks next to face regulatory scrutiny

China banks have been subject to Beijing's anti-graft campaign and the pressure seems to be mounting as top executives are investigated....

Alibaba split may benefit stock price, reduce risks

The Alibaba split is in line with recent trend of Big Techs to set up a holding company to reduce regulatory scrutiny and improve business. ...

What does a slowing Japan inflation mean for markets?

A key index of Japan inflation rose to a 41-year high in February, adding to the central bank's challenges for tweaking monetary policy....
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