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Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar

We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.

We haven't written up this one. The Economic Times - Top News has the full story — the link below goes straight to it.

Read the original at economictimes.indiatimes.com →

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America's robotics industry sees a familiar 'Made in China' problem

Physical Intelligence cofounder Sergey Levine said US robotics research relies on outsourcing cheap but reliable parts from China.

  • US robotics industry reliant on China for crucial components.
  • China dominates robotics parts market, including 90% of permanent-magnet processing.
  • FCC ban on foreign-made robots raises concerns about access to affordable hardware.

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